Filings through .
Keating Financial Advisory Services
Matched across 12 name variants in the filings
Analytics
Market position · 2024
Plans served14-1 YoYRank #1048 of mapped providers
Assets under administration$178M0.0%Rank #7689 by share of filed assets
Fees received$530,162Median $31,191/planSum across Schedule C direct + indirect
Net wins YoY-10 won - 1 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Keating Financial Advisory Services as recordkeeper and list their funds in their filing.
Plans
5
$63.0M in funds
In collective trusts
<1%
average plan
In Keating Financial Advisory Services funds
0%
average plan
In index funds
52%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 4 |
| Vanguard | 3 |
| Prudential (PGIM) | 2 |
| T. Rowe Price | 1 |
| Capital Group | 1 |
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 3 |
| T. Rowe Price Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.