Original filing (PDF)20250725121025NAL0005814321001

MCKEE ASSET MANAGEMENT

Name: MCKEE ASSET MANAGEMENT — MCKEE ASSET MANAGEMENT OFB BENEFIT PLAN, Form 5500 (2024)
Creator: MCKEE ASSET MANAGEMENT

Form 5500-SF

FILING_RECEIVED

MCKEE ASSET MANAGEMENT OFB BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$740

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 MCKEE ASSET MANAGEMENT.

Plan sponsor

Name

MCKEE ASSET MANAGEMENT

EIN

04-3768991

Address

7 E DOW ST · TIPP CITY, OH · 453711735

Phone

(937) 669-9098

Industry

Finance & Insurancesee all

Plan administrator

Name

TREVOR KIRKPATRICK

EIN

81-1291972

City

COLUMBUS, OH

Phone

(614) 249-2400

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-25

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BULL & BEAR LP

BULL & BEAR LP 401(K) PLAN

$2K · 6 participants

MAN ON THE MOON, LLC

MAN ON THE MOON, LLC SOCA BENEFIT PLAN

$2K · 2 participants

FAVOR WEALTH ADVISORS LLC

HBA WEALTH 401(K) PLAN

$2K

MADIGAN WEALTH MANAGEMENT

MADIGAN WEALTH MANAGEMENT MCF BENEFIT PLAN

$2K · 2 participants

ALPHA FINANCIAL PLANNING, INC

ALPHA FINANCIAL PLANNING, INC SOCA BENEFIT PLAN

$2K · 3 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.