Bernard Robinson & Co. LLP
auditor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+1 YoYRank #1465 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3677
Fees received$156,411Median $14,750/planSum across Schedule C direct + indirect
Net wins YoY+26 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 Bernard Robinson & Co. LLP plan look like?
Service mix · median fees per plan
Count of plans where Bernard Robinson & Co. LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 9 | $14,000 | |
Other feesCode 99 | 1 | $15,500 |
Competitor overlap
Percent of Bernard Robinson & Co. 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 Bernard Robinson & Co. LLP.
| Sponsor | From | Assets |
|---|---|---|
WASTEQUIP, LLC.NC · 341598206-002 | Principal | $73M |
APEX ANALYTIX LLCNC · 133559998-001 | Gallagher Fiduciary Advisors | $45M |
GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PANC · 561251665-001 | Stifel Nicolaus & Company, Inc. | $32M |
CEXEC, INC.VA · 541032435-001 | Merrill | $26M |
QUALICAPS, INC.NC · 351875434-001 | Fidelity Investments | $13M |
HCI-BULLDOG, LLCNC · 472589833-001 | Global Retirement Partners LLC | $7M |
Plans lost in 2024
Appeared last year under Bernard Robinson & Co. LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
WSP USA BUILDINGS INC.NY · 131730785-001 | Holland & Knight LLP | $3.0B |
PYE-BARKER FIRE & SAFETY, LLCGA · 200378887-004 | Mercer | $117M |
WALKER AUTOMOTIVE SUPPLY, INC.NC · 560611127-001 | Gilliam Bell Moser LLP | $8M |
PARTNERSHIP PROPERTY MANAGEMENT, LLCNC · 562000487-001 | OneDigital Investment Advisors | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMWINS GROUP, INC.NC · 134009411-001 | $844M | 7,522 | $16,500 | 2y | 1 |
WASTEQUIP, LLC.NC · 341598206-002 | $73M | 2,196 | $8,000 | 1y | 2 |
APEX ANALYTIX LLCNC · 133559998-001 | $45M | 439 | $12,811 | 1y | 1 |
FEATHERLITE EXISS SOONER HOLDINGIA · 843939042-001 | $35M | 1,020 | $15,500 | 4y | 1 |
GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PANC · 561251665-001 | $32M | 190 | $11,000 | 5y | - |
CEXEC, INC.VA · 541032435-001 | $26M | 148 | $17,000 | 1y | - |
QUALICAPS, INC.NC · 351875434-001 | $13M | 146 | $11,000 | 5y | - |
CARLIE CS OPERATION CENTER INC.NC · 561275088-001 | $10M | 1,205 | $14,000 | 8y | - |
HCI-BULLDOG, LLCNC · 472589833-001 | $7M | 208 | $24,600 | 1y | 1 |
PARKER GAS COMPANY, INC.NC · 560987237-001 | $5M | 256 | $26,000 | 3y | 1 |
Flag exposure
90.0%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 (17)
Raw Schedule C names collapsed into Bernard Robinson & Co. LLP.
- APOLLO CREDIT OPPTNTY FND III LP
- APOLLO ENERGY OPPOR FUND LP
- APOLLO OFFSHORE STRUC CREDIT
- BERNARD ROBINOSN & COMPANY, LLP
- BERNARD ROBINSON & CO
- BERNARD ROBINSON & CO LLC
- BERNARD ROBINSON & CO. LLP
- BERNARD ROBINSON & COMP
- BERNARD ROBINSON & COMPA
- BERNARD ROBINSON & COMPANY
- BERNARD ROBINSON & COMPANY LLC
- BERNARD ROBINSON & COMPANY LLP
- BERNARD ROBINSON & COMPANY, L.L.P.
- BERNARD ROBINSON & COMPANY, LLP
- BERNARD ROBINSON & COMPANY,LLP
- BERNARD ROBINSON AND
- BERNARD, ROBINSON & COMPANY
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 Bernard Robinson & Co. 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 | 3 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 40.00% | 1.76% | +38.24 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 Bernard Robinson & Co. 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 Bernard Robinson & Co. 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 |
|---|---|---|
| Creative Planning | 2 | 20.0% |
| Strategic Advisers | 2 | 20.0% |
| Alliant Retirement Services | 1 | 10.0% |
| Compensation Systems Inc. | 1 | 10.0% |
| Creative Planning / Lockton Retirement Services | 1 | 10.0% |
| Gallagher Fiduciary Advisors | 1 | 10.0% |
| Global Retirement Partners LLC | 1 | 10.0% |
| Northwestern Mutual Wealth Management Company | 1 | 10.0% |
| Wealth Advisory Services LLC | 1 | 10.0% |