Original filing (PDF)20251008061034NAL0005183921001

THIRD DAY ASSET MANAGEMENT INC. DBA MCKEE ASSET MANAGEMENT

Name: THIRD DAY ASSET MANAGEMENT INC. DBA MCKEE ASSET MANAGEMENT — MCKEE ASSET MANAGEMENT CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: THIRD DAY ASSET MANAGEMENT INC. DBA MCKEE ASSET MANAGEMENT

Form 5500-SF

FILING_RECEIVED

MCKEE ASSET MANAGEMENT CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THIRD DAY ASSET MANAGEMENT INC. DBA MCKEE ASSET MANAGEMENT.

Plan sponsor

Name

THIRD DAY ASSET MANAGEMENT INC. DBA MCKEE ASSET MANAGEMENT

EIN

04-3768991

Address

8 SOUTH THIRD STREET · TIPP CITY, OH · 45371

Phone

(937) 669-9098

Industry

Finance & Insurancesee all

Plan administrator