Meketa Investment Group
advisor42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served108Rank #184 of mapped providers
Assets under administration$169.3B0.2%Market share · rank #80
Fees received$21MMedian $98,545/planSum across Schedule C direct + indirect
Net wins YoY+211 won · 9 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Meketa Investment Group plan look like?
Service mix · median fees per plan
Count of plans where Meketa Investment Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Non-monetary compensation; Investment advisory (plan)Code 27 | 62 | $105,167 | |
Named fiduciary; Direct payment from the plan; Investment advisory (plan); Consulting (pension)Code 17 | 22 | $137,726 | |
Investment management; Investment management fees paid directly by planCode 28 | 14 | $56,914 | |
Direct payment from the plan; Consulting (general)Code 16 | 4 | $73,166 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 3 | $5,228 | |
Investment management fees paid directly by planCode 51 | 3 | $37,500 |
Competitor overlap
Percent of Meketa Investment Group's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Meketa Investment Group.
| Sponsor | From | Assets |
|---|---|---|
NORTHWELL HEALTH, INC.NY · 113418133-003 | Transamerica | $10.9B |
AETNA INC.CT · 232229683-003 | Arrowstreet Capital | $5.2B |
NORTHWELL HEALTH, INC.NY · 113418133-006 | Harding Loevner | $2.8B |
BOARD OF TRUSTEES, ANNUITY FUND OF LOCAL NO. ONE, I.A.T.S.E.NY · 133022965-002 | MassMutual Life Insurance Company | $1.2B |
BOARD OF TRUSTEES, PENSION FUND OF LOCAL NO. ONE OF I.A.T.S.E.NY · 136414973-001 | TINA TATUM | $665M |
BOARD OF TRUSTEE UNITE HERE! WORKERSMA · 454227067-026 | Jeffrey H. Lerer, Esq. | $169M |
INTERNATIONAL BROTHERHOOD OF TEAMSTERSDC · 530215427-001 | Panagora Asset Management | $152M |
ROOFERS UNION LOCAL NO.33 PENSION FUNDMA · 042228135-001 | Northern Trust | $139M |
BOARD DIRECTORS OF PROFIT SHARING & 401(K) RETIREMENT PLAN LOCAL 567ME · 010439781-002 | MassMutual Life Insurance Company | $70M |
REMOTE IMAGERY TECHNOLOGIES INC.NV · 880430744-001 | Erying Leavitt & Draney LLC | $29M |
Plans lost in 2024
Appeared last year under Meketa Investment Group; not this year.
| Sponsor | To | Assets |
|---|---|---|
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | Olymbec USA LLC | $2.7B |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | Glendon Capital Management LP | $2.0B |
RADY CHILDREN'S HOSPITAL- SAN DIEGOCA · 951691313-003 | Cook Street Consulting | $715M |
THE BOARD OF TRUSTEES USW INDUSTRY 401(K) FUNDTN · 621564649-002 | PACE Industry Union-Mgt. Pension Fund | $377M |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | TONI DICLEMENTE | $281M |
BOARD OF TRUSTEES IRON WORKERS OF WESTERN PA PROFIT SHARING PLANPA · 251318890-001 | MetLife | $220M |
MICHIGAN BAC PENSION FUNDMI · 382895943-001 | Bricklayers & Allied Craftworkers | $167M |
EYE PHYSICIANS AND SURGEONS OF AUGUSTA, P.C.GA · 582425038-001 | Empower | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $266,162 | 8y | - |
NORTHWELL HEALTH, INC.NY · 113418133-003 | $10.9B | 65,962 | $17,800 | 1y | - |
MCKINSEY & COMPANY, INC.NY · 131826332-001 | $9.8B | 35,298 | $187,367 | 7y | 1 |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $1M | 10y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $1M | 8y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $313,000 | 4y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $98,202 | 1y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUNDMA · 516040899-001 | $5.1B | 45,727 | $1M | 10y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $1M | 10y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $365,000 | 10y | - |
Flag exposure
89.8%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (42)
Raw Schedule C names collapsed into Meketa Investment Group.
- EXULT
- EXULT WEALTH
- EXULT WEALTH LLC
- EXULT/USRP
- EY
- EYE ASSOCIATES OF NM
- EYE PHYSICIANS & SURGEONS OF
- EYP, INC
- EYRING LEAVITT AND DRANEY PLLC
- EYRING, LEVITT & DRANEY
- EZ MAILING
- EZ MAILING, LLC
- EZE CASTLE SOFTWARE LLC
- EZZELL -CONKLIN GROUP, HIGH TOWER
- EZZELL-CONKLIN GROUP, HIGH TOWER
- MAKETA INVESTMENT GROUP
- MAKETA INVESTMENT GROUP INC
- MEKATA INVESTMENT GROUP
- MEKEETA INVESTMENT GROUP, INC.
- MEKETA
- MEKETA CONSULTING
- MEKETA FIDUCIARY MANAGEMENT
- MEKETA FIDUCIARY MANAGEMENT LLC
- MEKETA FIDUCIARY MANAGEMENT, LLC
- MEKETA FIDUCIARY MANAGMENT
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Meketa Investment Group's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 1.85% | 7.76% | -5.91 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 8 | 7.41% | 1.71% | +5.69 pp |
| Failed to provide benefit | 1 | 0.93% | 0.14% | +0.79 pp |
| Corrective distributions | 3 | 2.78% | 1.76% | +1.02 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Meketa Investment Group. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Meketa Investment Group's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Proskauer Rose LLP | 10 | 9.3% |
| Shumaker Loop & Kendrick LLP | 7 | 6.5% |
| O'Reilly Grosso Gross & Jones PC | 6 | 5.6% |
| Segal Roitman LLP | 5 | 4.6% |
| Seyfarth Shaw LLP | 5 | 4.6% |
| Bredhoff & Kaiser PLLC | 4 | 3.7% |
| Dorsey & Whitney LLP | 4 | 3.7% |
| Kraw & Kraw Law Group | 4 | 3.7% |
| Reinhart Boerner Van Deuren S.C. | 4 | 3.7% |
| Spivak Lipton LLP | 4 | 3.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).