Original filing (PDF)20251008061034NAL0005183921001

Third Day Asset Management Inc. DBA McKee Asset Management

Name: Third Day Asset Management Inc. DBA McKee Asset Management — Form 5500 Plan 002 (2024)
Creator: Third Day Asset Management Inc. DBA McKee Asset Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McKee Asset Management Cash Balance Pension Plan

Defined-benefit pension plan · Third Day Asset Management Inc. DBA McKee Asset Management's McKee Asset Management Cash Balance Pension Plan held $703K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

Plan identifiers

Third Day Asset Management Inc. DBA McKee Asset Management's EIN is 04-3768991.

EIN 04-3768991

Plan number 002

Plan year 2024

ACK ID 20251008061034NAL0005183921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Third Day Asset Management Inc. DBA McKee Asset Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Third Day Asset Management Inc. DBA McKee Asset Management's plan includes a cash-balance formula.

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.

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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