Filings through .
Kathmere Capital Management
Matched across 10 name variants in the filings
Kathmere Capital Management summary
Kathmere Capital Management appears on 31 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.1B in assets for 24,293 participants. The median client plan holds $18.2M. Most client plans are sponsored in PA, DE and NJ. The largest clients by plan assets are The Club Management Association of America, Supplyone, Inc. and D.G. Yuengling & Son, Inc.. Plans reported $1.1M in direct and indirect compensation paid to Kathmere Capital Management. The median is $32K per plan.
- Participants
- 24,293
- Median plan assets
- $18.2M
- Median plan participants
- 233
- Median fees per plan
- $32K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| The Club Management Association of America | VA | $301M | 9,802 |
| Supplyone, Inc. | PA | $152M | 3,082 |
| D.G. Yuengling & Son, Inc., plan 002 | PA | $73.9M | 398 |
| Emtec Global Services, LLC | FL | $49.7M | 444 |
| Visionary Eye Care Partners, LLC | CT | $49.6M | 746 |
| Delaware Park Management Company, LLC | DE | $49.2M | 1,012 |
| Elliott-Lewis Corporation | PA | $47.8M | 323 |
| Tioga Pipe ,Inc. | PA | $39.0M | 190 |
| Garden State Custom Windows, LLC | NJ | $37.9M | 2,156 |
| Verisys Corporation | KY | $28.6M | 557 |
| Arora Engineers, LLC | PA | $26.2M | 342 |
| Health Sciences Construction Group, Ltd | PA | $26.2M | 168 |
| TB Philly, Inc. | PA | $23.4M | 165 |
| Applied Card Systems, Inc. | FL | $19.2M | 179 |
| Rheumatic Disease Associates, Ltd. | PA | $18.8M | 173 |
| J. F. Sobieski Mechanical Contractors, Inc. | DE | $18.2M | 473 |
| Performance Horizon Inc | PA | $18.0M | 288 |
| Office Basics, Inc. | PA | $16.3M | 162 |
| Compas, Inc. | NJ | $15.4M | 230 |
| Delaware Motor Sales, Inc | DE | $13.8M | 187 |
| Capano Management Company | DE | $12.2M | 403 |
| McLean Packaging Corporation | NJ | $8.9M | 149 |
| D.G. Yuengling & Son, Inc., plan 001 | PA | $8.4M | 68 |
| Crumdale Partners, LLC | PA | $8.3M | 216 |
| Digital Grapes, LLC | PA | $8.3M | 323 |
- VAParticipants 9,802
- Supplyone, Inc.$152MPAParticipants 3,082
- PAParticipants 398
- FLParticipants 444
- CTParticipants 746
- DEParticipants 1,012
- PAParticipants 323
- Tioga Pipe ,Inc.$39.0MPAParticipants 190
- NJParticipants 2,156
- Verisys Corporation$28.6MKYParticipants 557
- Arora Engineers, LLC$26.2MPAParticipants 342
- PAParticipants 168
- TB Philly, Inc.$23.4MPAParticipants 165
- FLParticipants 179
- PAParticipants 173
- DEParticipants 473
- Performance Horizon Inc$18.0MPAParticipants 288
- Office Basics, Inc.$16.3MPAParticipants 162
- Compas, Inc.$15.4MNJParticipants 230
- DEParticipants 187
- DEParticipants 403
- NJParticipants 149
- PAParticipants 68
- PAParticipants 216
- Digital Grapes, LLC$8.3MPAParticipants 323
Top client states
- PA17 plans
- DE5 plans
- NJ3 plans
- FL2 plans
- CT1 plan
Frequently asked questions
- Who uses Kathmere Capital Management?
- 31 retirement plans list Kathmere Capital Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Club Management Association of America, Supplyone, Inc., D.G. Yuengling & Son, Inc., Emtec Global Services, LLC and Visionary Eye Care Partners, LLC. Most client plans are sponsored in PA, DE and NJ.
- How many plans does Kathmere Capital Management serve?
- Kathmere Capital Management serves 31 retirement plans with $1.1B in plan assets and 24,293 participants, based on the latest Form 5500 filings through 2024.
- What does Kathmere Capital Management charge?
- Plans reported $1.1M in total Schedule C compensation paid to Kathmere Capital Management. The median plan paid $32K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served31+4 YoYRank #550 of mapped providers
Assets under administration$1.1B0.0%Rank #4592 by share of filed assets
Fees received$1MMedian $31,657/planSum across Schedule C direct + indirect
Net wins YoY+35 won - 2 lostPlan-level switch detection
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