Filings through .
MCF Advisors LLC
Matched across 4 name variants in the filings
MCF Advisors LLC summary
MCF Advisors LLC appears on 28 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $10.5B in assets for 74,791 participants. The median client plan holds $18.0M. Most client plans are sponsored in KY, OH and TN. The largest clients by plan assets are Humana Inc., Taft Stettinius & Hollister LLP and Blackhawk Mining, LLC. Plans reported $1.3M in direct and indirect compensation paid to MCF Advisors LLC. The median is $44K per plan.
- Participants
- 74,791
- Median plan assets
- $18.0M
- Median plan participants
- 309
- Median fees per plan
- $44K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- Humana Inc.$8.7BKYParticipants 57,219
- OHParticipants 2,235
- KYParticipants 2,239
- KYParticipants 3,687
- The C.W. Zumbiel Company$38.7MKYParticipants 343
- TNParticipants 1,063
- OHParticipants 437
- TNParticipants 999
- Linak U.S. Inc.$31.3MKYParticipants 349
- KYParticipants 1,419
- KYParticipants 218
- ILParticipants 228
- Growth Orthopaedics Mso$24.0MFLParticipants 421
- KYParticipants 326
- KYParticipants 199
- Skyline Chili, LLC$15.7MOHParticipants 487
- KYParticipants 1,123
- KYParticipants 211
- KYParticipants 191
- C & B Marine, LLC$10.3MKYParticipants 226
- KYParticipants 173
- KYParticipants 291
- KYParticipants 126
- KYParticipants 157
- Ross Acquisition Co.$6.8MKYParticipants 100
Top client states
- KY20 plans
- OH4 plans
- TN2 plans
- FL1 plan
- IL1 plan
Frequently asked questions
- Who uses MCF Advisors LLC?
- 28 retirement plans list MCF Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Humana Inc., Taft Stettinius & Hollister LLP, Blackhawk Mining, LLC, Davis H. Elliot Company, Incorporated and The C.W. Zumbiel Company. Most client plans are sponsored in KY, OH and TN.
- How many plans does MCF Advisors LLC serve?
- MCF Advisors LLC serves 28 retirement plans with $10.5B in plan assets and 74,791 participants, based on the latest Form 5500 filings through 2024.
- What does MCF Advisors LLC charge?
- Plans reported $1.3M in total Schedule C compensation paid to MCF Advisors LLC. The median plan paid $44K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served28+3 YoYRank #610 of mapped providers
Assets under administration$10.5B0.0%Rank #1268 by share of filed assets
Fees received$1MMedian $43,870/planSum across Schedule C direct + indirect
Net wins YoY+24 won - 2 lostPlan-level switch detection
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