Filings through .
McGregor & Associates, Inc.
Matched across 11 name variants in the filings
McGregor & Associates, Inc. summary
McGregor & Associates, Inc. appears on 22 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $433M in assets for 10,786 participants. The median client plan holds $13.2M. Most client plans are sponsored in KY, OH and SC. The largest clients by plan assets are Central Bankshares, Inc., Palmer Engineering Company, Inc. and Nephrology Associates of Kentuckiana, P.S.C.. Plans reported $227K in direct and indirect compensation paid to McGregor & Associates, Inc.. The median is $6K per plan.
- Participants
- 10,786
- Median plan assets
- $13.2M
- Median plan participants
- 405
- Median fees per plan
- $6K
- Schedule C direct + indirect
Top 22 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Central Bankshares, Inc. | KY | $121M | 660 |
| Palmer Engineering Company, Inc. | KY | $46.5M | 138 |
| Nephrology Associates of Kentuckiana, P.S.C. | KY | $29.7M | 189 |
| Growth Orthopaedics Mso | FL | $24.0M | 421 |
| Intellisurvey, Inc. | CA | $22.5M | 124 |
| PDS Consultants, Inc. | KY | $20.5M | 683 |
| Medical Rehabilitation Centers, LLC | KY | $18.4M | 2,177 |
| Malones Holding LLC | KY | $16.2M | 1,351 |
| Associations International, LLC | KY | $15.9M | 215 |
| Davis & Plomin Mechanical, Inc. | KY | $14.1M | 211 |
| Graeter's Manufacturing Co. | OH | $13.5M | 683 |
| Winterwood, Inc. | KY | $13.0M | 664 |
| Babcock Center, Inc. | SC | $12.6M | 669 |
| Judy Construction Company | KY | $11.9M | 350 |
| Spero Health, Inc. | TN | $10.9M | 430 |
| Qualex Manufacturing, LLC | KY | $10.7M | 413 |
| Murakami Manufacturing USA Inc. | KY | $9.7M | 397 |
| The Whitestone Group, Inc. | OH | $6.9M | 579 |
| S & H Motors, Inc. | SC | $5.9M | 206 |
| Cornerstone Industries Corp. | IN | $5.0M | 76 |
| Paul Miller Ford, Inc. | KY | $4.2M | 150 |
| McCloud Inc. | KY | $0 | 0 |
- KYParticipants 660
- KYParticipants 138
- KYParticipants 189
- Growth Orthopaedics Mso$24.0MFLParticipants 421
- Intellisurvey, Inc.$22.5MCAParticipants 124
- PDS Consultants, Inc.$20.5MKYParticipants 683
- KYParticipants 2,177
- Malones Holding LLC$16.2MKYParticipants 1,351
- KYParticipants 215
- KYParticipants 211
- OHParticipants 683
- Winterwood, Inc.$13.0MKYParticipants 664
- Babcock Center, Inc.$12.6MSCParticipants 669
- KYParticipants 350
- Spero Health, Inc.$10.9MTNParticipants 430
- KYParticipants 413
- KYParticipants 397
- OHParticipants 579
- S & H Motors, Inc.$5.9MSCParticipants 206
- INParticipants 76
- KYParticipants 150
- KYParticipants 0
Top client states
- KY14 plans
- OH2 plans
- SC2 plans
- CA1 plan
- FL1 plan
Frequently asked questions
- Who uses McGregor & Associates, Inc.?
- 22 retirement plans list McGregor & Associates, Inc. as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Central Bankshares, Inc., Palmer Engineering Company, Inc., Nephrology Associates of Kentuckiana, P.S.C., Growth Orthopaedics Mso and Intellisurvey, Inc.. Most client plans are sponsored in KY, OH and SC.
- How many plans does McGregor & Associates, Inc. serve?
- McGregor & Associates, Inc. serves 22 retirement plans with $433M in plan assets and 10,786 participants, based on the latest Form 5500 filings through 2024.
- What does McGregor & Associates, Inc. charge?
- Plans reported $227K in total Schedule C compensation paid to McGregor & Associates, Inc.. The median plan paid $6K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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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
Fund lineups on plans this firm keeps
Large plans that name Mcgregor & Associates as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 3 |
| Lincoln Financial | 2 |
| Fidelity (FMR) | 1 |
| JPMorgan | 1 |
| State Street (SSgA) | 1 |
Target-date series
None.
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.