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Mai Capital Management, LLC

Matched across 6 name variants in the filings

Mai Capital Management, LLC summary

Mai Capital Management, LLC appears on 73 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $22.0B in assets for 164,913 participants. The median client plan holds $19.3M. Most client plans are sponsored in FL, NY and OH. The largest clients by plan assets are The Cleveland Clinic Foundation, Netjets Aviation, Inc. and Sidley Austin LLP. Plans reported $2.6M in direct and indirect compensation paid to Mai Capital Management, LLC. The median is $23K per plan.

Participants
164,913
Median plan assets
$19.3M
Median plan participants
394
Median fees per plan
$23K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
The Cleveland Clinic FoundationOH$10.5B88,028
Netjets Aviation, Inc.OH$2.9B4,711
Sidley Austin LLPIL$2.2B6,247
McDermott Will & Emery LLPIL$1.6B3,309
Taft Stettinius & Hollister LLPOH$1.0B2,235
Edgewood Partners Insurance CenterNY$625M4,061
Clarkson Eyecare, Inc.MO$594M9,966
Armanino Advisory LLCCA$412M3,471
Privilege Underwriters, Inc.NY$216M1,447
Trustees of the Local 734 Pension FundIL$192M3,357
Jewish Federation Council of Greater Los AngelesCA$143M1,787
Tucker Ellis LLPOH$143M394
Mecklenburg Radiology Associates, P.A.NC$108M170
Engineering Systems IncIL$100M528
The Finway Group, LLCIA$75.9M1,910
Cancer Specialists, LLCFL$66.4M705
Organ Procurement Agency of Michigan, Dba Gift of Life MichiganMI$58.7M465
England, Thims & Miller, Inc.FL$57.7M419
MapboxDC$52.2M532
Outcomes One, IncFL$50.6M816
Mechanical Systems & ServicesNC$42.5M894
The Csi Companies, Inc.FL$36.6M3,989
Guardian Fueling Technologies LLCFL$33.2M838
Florida Physician Specialists, LLC.FL$31.8M251
Shawmut LLCMA$31.6M612

Top client states

  • FL22 plans
  • NY15 plans
  • OH5 plans
  • CA4 plans
  • IL4 plans

Frequently asked questions

Who uses Mai Capital Management, LLC?
73 retirement plans list Mai Capital Management, LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include The Cleveland Clinic Foundation, Netjets Aviation, Inc., Sidley Austin LLP, McDermott Will & Emery LLP and Taft Stettinius & Hollister LLP. Most client plans are sponsored in FL, NY and OH.
How many plans does Mai Capital Management, LLC serve?
Mai Capital Management, LLC serves 73 retirement plans with $22.0B in plan assets and 164,913 participants, based on the latest Form 5500 filings through 2024.
What does Mai Capital Management, LLC charge?
Plans reported $2.6M in total Schedule C compensation paid to Mai Capital Management, LLC. The median plan paid $23K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served73+38 YoYRank #380 of mapped providers
Assets under administration$22.0B0.0%Rank #2269 by share of filed assets
Fees received$3MMedian $23,358/planSum across Schedule C direct + indirect
Net wins YoY+1216 won - 4 lostPlan-level switch detection

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