C.S. MCKEE, L.P.
30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29Rank #567 of mapped providers
Assets under administration$15.4B0.0%Market share · rank #1344
Fees received$2MMedian $34,976/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 C.S. MCKEE, L.P. plan look like?
Service mix · median fees per plan
Count of plans where C.S. MCKEE, L.P. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 25 | $31,072 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $124,509 | |
Investment advisory (plan)Code 27 | 1 | $34,302 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $44,981 | |
Investment management fees paid directly by planCode 51 | 1 | $106,785 |
Competitor overlap
Percent of C.S. MCKEE, L.P.'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 C.S. MCKEE, L.P..
| Sponsor | From | Assets |
|---|---|---|
BRICKLAYERS AND MASONS LOCAL NO.22 PENSION PLANMI · 516029523-001 | J. BRATER PUBLIC ACCOUNTING SERVICE | $26M |
Plans lost in 2024
Appeared last year under C.S. MCKEE, L.P.; not this year.
| Sponsor | To | Assets |
|---|---|---|
PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEESNJ · 226042823-001 | I.E. SHAFFER & CO. | $188M |
BOARD OF TRUSTEES OF LOCAL 1102 AMALGAMATED PENSION FUNDNY · 116189397-001 | CITRIN COOPERMAN | $47M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $341,530 | 1y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $38,863 | 10y | - |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $202,346 | 2y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $7,938 | 9y | - |
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | $570M | 7,245 | $106,785 | 10y | - |
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | $559M | 4,062 | $47,537 | 10y | - |
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUNDPA · 256032401-001 | $479M | 3,234 | $102,581 | 8y | - |
EMPLOYER - TEAMSTERS LOCAL NOS 175 & 505 PENSION TRUST FUNDWV · 556021850-001 | $453M | 5,016 | $124,509 | 10y | - |
SW OH REGIONAL COUNCIL OF CARPENTERSMI · 316127287-001 | $421M | 5,233 | $79,677 | 10y | - |
BOARD OF TRUSTEES, NORTHERN CALIFORNIA TILE INDUSTRYCA · 946129121-001 | $258M | 2,365 | $28,615 | 10y | - |
Flag exposure
100.0%Market: 89.2%
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 (30)
Raw Schedule C names collapsed into C.S. MCKEE, L.P..
- C S MCKEE
- C. S. MCKEE
- C. S. MCKEE ASSET MANAGEMENT
- C. S. MCKEE L.P.
- C. S. MCKEE LP
- C. S. MCKEE, L. P.
- C. S. MCKEE, L.P.
- C. S. MCKEE, LP
- C.A. MCKEE LP
- C.S MCKEE INVEST
- C.S MCKEE LP
- C.S. MCKEE
- C.S. MCKEE ASSET MANAGEMENT
- C.S. MCKEE INVEST
- C.S. MCKEE L. P.
- C.S. MCKEE L.P.
- C.S. MCKEE LP
- C.S. MCKEE, L.P.
- C.S. MCKEE, LP
- C.S. MCKEE. LP
- C.S.MCKEE L.P.
- C.S.MCKEE LP
- CS MCKEE
- CS MCKEE & CO, INC.
- CS MCKEE & CO.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 C.S. MCKEE, L.P.'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 C.S. MCKEE, L.P.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent