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Meyer, Unkovic & Scott

Matched across 17 name variants in the filings

Meyer, Unkovic & Scott summary

Meyer, Unkovic & Scott appears on 23 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $6.9B in assets for 111,263 participants. The median client plan holds $152M. Most client plans are sponsored in PA, WV and MN. The largest clients by plan assets are W PA Teamsters & Employers Pension, BD of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund and Greater Pennsylvania Carpenters' Annuity and Savings Fund. Plans reported $442K in direct and indirect compensation paid to Meyer, Unkovic & Scott. The median is $15K per plan.

Participants
111,263
Median plan assets
$152M
Median plan participants
2,000
Median fees per plan
$15K
Schedule C direct + indirect

Top 23 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • PA18 plans
  • WV2 plans
  • MN1 plan
  • NJ1 plan
  • OH1 plan

Frequently asked questions

Who uses Meyer, Unkovic & Scott?
23 retirement plans list Meyer, Unkovic & Scott as a service provider on Schedule C of Form 5500. The largest clients by plan assets include W PA Teamsters & Employers Pension, BD of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund, Greater Pennsylvania Carpenters' Annuity and Savings Fund, West Virginia Laborers Pension Trust Fund and Joint Board of Trustees, IBEW Local Union No 5 & Western PA Chapter NE. Most client plans are sponsored in PA, WV and MN.
How many plans does Meyer, Unkovic & Scott serve?
Meyer, Unkovic & Scott serves 23 retirement plans with $6.9B in plan assets and 111,263 participants, based on the latest Form 5500 filings through 2024.
What does Meyer, Unkovic & Scott charge?
Plans reported $442K in total Schedule C compensation paid to Meyer, Unkovic & Scott. The median plan paid $15K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served23-12 YoYRank #481 of mapped providers
Assets under administration$6.9B0.0%Rank #1125 by share of filed assets
Fees received$442,256Median $14,588/planSum across Schedule C direct + indirect
Net wins YoY+02 won - 2 lostPlan-level switch detection

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