SANDRA MCKEE
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-3 YoYRank #2903 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #1732
Fees received$204,948Median $56,164/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 SANDRA MCKEE plan look like?
Service mix · median fees per plan
Count of plans where SANDRA MCKEE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 3 | $56,164 |
Competitor overlap
Percent of SANDRA MCKEE'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 SANDRA MCKEE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SANDRA MCKEE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STOREAL · 630708442-001 | WILLIAM BLAIR | $356M |
BOARD OF TRUSTEES OF LOCAL 584 PENSION TRUST FUNDNY · 516123679-001 | LOOMIS SAYLES | $215M |
TRUSTEES OF PLUMBERS & STEAMFITTER PENSION TRUST FUNDKY · 311017514-001 | MELISSA W. COOK & ASSOCIATES | $71M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $117,968 | 10y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $30,816 | 2y | - |
BD OF TRUSTEES PAINTERS & ALLD TRIN · 621569820-001 | $7M | 128 | $56,164 | 6y | - |
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 (14)
Raw Schedule C names collapsed into SANDRA MCKEE.
- SANDRA BARTA
- SANDRA BROMAN
- SANDRA BURNS
- SANDRA CARTER
- SANDRA GRUBERMAN
- SANDRA HAZELBERG
- SANDRA HERNANDEZ
- SANDRA K. REECE
- SANDRA L NICOSIA
- SANDRA L. NICOSIA
- SANDRA MANTOOTH
- SANDRA MCKEE
- SANDRA ROJO
- SANDRA STROKES-STRICKLAND
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 SANDRA MCKEE'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 SANDRA MCKEE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent