MCCREADY & KEENE INC.
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+1 YoYRank #1377 of mapped providers
Assets under administration$274M0.0%Market share · rank #5842
Fees received$741,054Median $29,698/planSum across Schedule C direct + indirect
Net wins YoY+02 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 MCCREADY & KEENE INC. plan look like?
Service mix · median fees per plan
Count of plans where MCCREADY & KEENE INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; ActuarialCode 11 | 9 | $29,698 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $103,843 | |
Other servicesCode 49 | 1 | $17,120 |
Competitor overlap
Percent of MCCREADY & KEENE INC.'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 MCCREADY & KEENE INC..
| Sponsor | From | Assets |
|---|---|---|
LITTLE RAPIDS CORPORATIONWI · 390433835-002 | BMO HARRIS BANK NA | $19M |
NUCLEAR ENERGY INSTITUTE, INC.DC · 521209124-001 | BRINKER CAPITAL | $10,970 |
Plans lost in 2024
Appeared last year under MCCREADY & KEENE INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
OHIO VALLEY GAS CORPORATIONIN · 350778453-003 | LPL FINANCIAL | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SECURA INSURANCE, A MUTUAL COMPANYWI · 390355180-001 | $91M | 216 | $103,843 | 10y | - |
MARION GENERAL HOSPITAL, INC.IN · 350868130-001 | $56M | 852 | $13,433 | 10y | - |
CINTAS CORPORATIONOH · 311188630-020 | $53M | 2,290 | $118,875 | 7y | - |
INDIANA SYMPHONY SOCIETY, INC.IN · 350998627-001 | $28M | 125 | $48,432 | 10y | - |
LITTLE RAPIDS CORPORATIONWI · 390433835-002 | $19M | 183 | $23,903 | 9y | - |
CINTAS CORPORATION F/K/A MECHANICS LAUNDRY & SUPPLY, INC.OH · 311188630-008 | $9M | 312 | $24,684 | 4y | - |
CNHI, LLCAL · 043314494-004 | $7M | 119 | $13,694 | 8y | - |
CNHI, LLCAL · 043314494-001 | $7M | 169 | $17,120 | 5y | - |
GENERAL DEVICES COMPANY, INC.IN · 350922446-001 | $4M | 151 | $29,698 | 1y | - |
NUCLEAR ENERGY INSTITUTE, INC.DC · 521209124-001 | $10,970 | 0 | $143,864 | 1y | - |
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 (18)
Raw Schedule C names collapsed into MCCREADY & KEENE INC..
- MCCREADY & KEANE
- MCCREADY & KEENE
- MCCREADY & KEENE INC
- MCCREADY & KEENE INC.
- MCCREADY & KEENE, INC
- MCCREADY & KEENE, INC.
- MCCREADY & KEENE., INC.
- MCCREADY AND KEENE
- MCCREADY AND KEENE INC
- MCCREADY AND KEENE INC,
- MCCREADY AND KEENE INC.
- MCCREADY AND KEENE, INC
- MCCREADY AND KEENE, INC,
- MCCREADY AND KEENE, INC.
- MCCREADY KEENE
- MCCREADY& KEENE INC
- MCCREADY&KEENE (ONEMAERICA COMPANY)
- MCREADY & KEENE INC.
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 MCCREADY & KEENE INC.'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 | 1 | 9.09% | 7.76% | +1.33 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 MCCREADY & KEENE INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent