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C.S. McKee, L.P.

Matched across 18 name variants in the filings

C.S. McKee, L.P. summary

C.S. McKee, L.P. appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $3.9B in assets for 43,551 participants. The median client plan holds $80.0M. Most client plans are sponsored in PA, NY and MD. The largest clients by plan assets are W PA Teamsters & Employers Pension, Board of Trustees, Steamfitters Local #449 Pension Fund and Board of Trustees Iron Workers Pension Plan of Western PA. Plans reported $1.3M in direct and indirect compensation paid to C.S. McKee, L.P.. The median is $41K per plan.

Participants
43,551
Median plan assets
$80.0M
Median plan participants
1,223
Median fees per plan
$41K
Schedule C direct + indirect

Top 16 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • PA5 plans
  • NY4 plans
  • MD2 plans
  • CA1 plan
  • IL1 plan

Frequently asked questions

Who uses C.S. McKee, L.P.?
16 retirement plans list C.S. McKee, L.P. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include W PA Teamsters & Employers Pension, Board of Trustees, Steamfitters Local #449 Pension Fund, Board of Trustees Iron Workers Pension Plan of Western PA, Board of Trustees, Northern California Tile Industry and Teamsters' Construction Industry. Most client plans are sponsored in PA, NY and MD.
How many plans does C.S. McKee, L.P. serve?
C.S. McKee, L.P. serves 16 retirement plans with $3.9B in plan assets and 43,551 participants, based on the latest Form 5500 filings through 2024.
What does C.S. McKee, L.P. charge?
Plans reported $1.3M in total Schedule C compensation paid to C.S. McKee, L.P.. The median plan paid $41K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served16-2 YoYRank #854 of mapped providers
Assets under administration$3.9B0.0%Rank #2195 by share of filed assets
Fees received$1MMedian $41,063/planSum across Schedule C direct + indirect
Net wins YoY+01 won - 1 lostPlan-level switch detection

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  • 5-year plans-served trajectory
  • Customer-base shape
  • Median fees per service
  • Competitor overlap
  • Plans won and lost
  • Top plans by assets