Ballard Spahr LLP
attorney11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18+2 YoYRank #871 of mapped providers
Assets under administration$35.6B0.0%Market share · rank #410
Fees received$634,572Median $18,890/planSum across Schedule C direct + indirect
Net wins YoY+48 won · 4 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 Ballard Spahr LLP plan look like?
Service mix · median fees per plan
Count of plans where Ballard Spahr LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Other feesCode 29 | 18 | $18,890 |
Competitor overlap
Percent of Ballard Spahr LLP'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 Ballard Spahr LLP.
| Sponsor | From | Assets |
|---|---|---|
JOHNS HOPKINS HEALTH SYSTEM CORPORATIONMD · 521465301-333 | Securities Service Network Inc. | $2.2B |
DREXEL UNIVERSITYPA · 231352630-103 | TIAA | $1.8B |
SAINT-GOBAIN CORPORATIONPA · 232615166-002 | Strategic Advisers | $1.8B |
TERUMO AMERICAS HOLDING, INC.NJ · 341112331-003 | EisnerAmper LLP | $836M |
THE COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ARTNY · 135562985-001 | Empower | $156M |
INDEPENDENCE COMMUNITY BANK C/O SANTANDER HOLDINGS USA, INC.MA · 111350490-001 | Conrad M. Siegel Inc. | $60M |
BANK FORWARDND · 450192700-003 | (new plan) | $47M |
INSPIRA MEDICAL CENTERS, INC.NJ · 210634484-018 | SEI Investments | $27,964 |
Plans lost in 2024
Appeared last year under Ballard Spahr LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN NATIONAL RED CROSSDC · 530196605-008 | ZARAGOZA ALVARADO LLP | $1.5B |
VIRTUA HEALTHNJ · 223524939-001 | Russell Investments | $97M |
SUBURBAN HOSPITAL INCORPORATEDMD · 520610545-001 | Mercer | $64M |
FOURTH EDITION INC.NJ · 221734198-001 | John Hancock | $44M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EIDP, INC.DE · 510014090-001 | $10.4B | 66,338 | $61,394 | 6y | - |
CORTEVA AGRISCIENCE, LLCDE · 351781118-002 | $7.0B | 24,519 | $50,742 | 3y | - |
WAWA, INC.PA · 210515330-005 | $5.5B | 49,990 | $21,005 | 5y | - |
JOHNS HOPKINS HEALTH SYSTEM CORPORATIONMD · 521465301-333 | $2.3B | 16,291 | $30,299 | 5y | - |
RICOH USA, INC.PA · 230334400-099 | $2.2B | 16,405 | $19,170 | 10y | - |
DREXEL UNIVERSITYPA · 231352630-103 | $1.8B | 17,851 | $180,437 | 1y | 1 |
SAINT-GOBAIN CORPORATIONPA · 232615166-002 | $1.8B | 10,002 | $6,155 | 1y | 2 |
VIRTUA HEALTH, INC.NJ · 223524939-002 | $1.2B | 17,106 | $90,981 | 9y | 1 |
WAWA, INC.PA · 210515330-003 | $1.1B | 25,954 | $14,385 | 4y | - |
TERUMO AMERICAS HOLDING, INC.NJ · 341112331-003 | $836M | 5,793 | $7,498 | 2y | 3 |
Flag exposure
83.3%Market: 89.1%
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 (11)
Raw Schedule C names collapsed into Ballard Spahr LLP.
- AMERICAN UNITES LIFE INSURANCE CO
- AMERICAN UNITIED DFA
- AMERICAN UNITIED LIFE INSURANCE CO
- AMERICAN UNITIED LIFE INSURANCE CO.
- BALLARD SPAHR
- BALLARD SPAHR LLC
- BALLARD SPAHR LLP
- BALLARD SPAHR, LLP
- BALLARD SPARH
- BALLARD SPHAR
- BALLARD, SPAHR LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Ballard Spahr LLP'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 | 2 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 2 | 11.11% | 0.14% | +10.97 pp |
| Corrective distributions | 5 | 27.78% | 1.76% | +26.02 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 Ballard Spahr LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Ballard Spahr LLP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Aon | 6 | 33.3% |
| Mercer | 5 | 27.8% |
| Mondrian Investment Group | 2 | 11.1% |
| NISA Investment Advisors | 2 | 11.1% |
| All Plans Consulting | 1 | 5.6% |
| Buck Global LLC | 1 | 5.6% |
| Cammack Larhette Advisors | 1 | 5.6% |
| CAPTRUST | 1 | 5.6% |
| Fiduciary Counselors, Inc. | 1 | 5.6% |
| Income Research & Management | 1 | 5.6% |