BerryDunn
auditor33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31-4 YoYRank #586 of mapped providers
Assets under administration$4.5B0.0%Market share · rank #2039
Fees received$395,546Median $10,976/planSum across Schedule C direct + indirect
Net wins YoY-410 won · 14 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 BerryDunn plan look like?
Service mix · median fees per plan
Count of plans where BerryDunn 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 | 23 | $13,920 | |
Other feesCode 99 | 5 | $6,206 | |
Consulting (general)Code 16 | 1 | $10,976 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $8,426 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 1 | $0 |
Competitor overlap
Percent of BerryDunn'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 BerryDunn.
| Sponsor | From | Assets |
|---|---|---|
APPLEONE, INC.CA · 952580864-003 | Empower | $75M |
DECHRA VETERINARY PRODUCTS, LLCKS · 202624279-001 | Fidelity Investments | $70M |
KENNEBEC SAVINGS BANKME · 010100490-002 | Lincoln Financial | $50M |
BRATTLEBORO MEMORIAL HOSPITALVT · 030107300-003 | PLANNED RETIREMENT CONSULTANTS & ADMINISTRATION | $46M |
STONE COAST FUND SERVICES LLCME · 061781234-001 | Fidelity Investments | $33M |
APPLEONE, INC.CA · 952580864-004 | Empower | $33M |
BRATTLEBORO MEMORIAL HOSPITALVT · 030107300-002 | Morningstar Investment Management | $29M |
GAME CREEK VIDEO, LLCNH · 043209664-001 | Strategic Advisers | $27M |
COMBINED MANAGEMENT, INC.ME · 010469265-001 | The Swanson Group LLC | $8M |
FIRST CALL HOME HEALTH, LLCOR · 753085499-001 | Principal | $5M |
Plans lost in 2024
Appeared last year under BerryDunn; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY OF NEW ENGLANDME · 010211810-001 | Fidelity Investments | $227M |
PRESIDENT AND TRUSTEES OF BATES COLLEGEME · 010211781-002 | Cephei QFII China | $156M |
PRESIDENT AND TRUSTEES OF BATES COLLEGEME · 010211781-005 | Cephei QFII China | $156M |
CROSS FINANCIAL CORPORATIONME · 010507032-002 | Fidelity Investments | $121M |
THE COLONY GROUP, LLCMA · 900751149-001 | Sentinel Benefit Group, Inc. | $71M |
BRATTLEBORO RETREATVT · 030107360-002 | Lincoln Financial | $38M |
SDI STORES, LLCCT · 821264751-004 | Goldman Sachs Trust Company | $35M |
GENTLE GIANT EMPLOYMENT COMPANY, LLCMA · 261450182-001 | Fidelity Investments | $33M |
ANDROSCOGGIN HOME CARE AND HOSPICEME · 010227184-001 | Cephei QFII China | $33M |
HEALTHREACH COMMUNITY HEALTH CENTERSME · 016023664-002 | Lincoln Financial | $21M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTHME · 010527066-002 | $1.2B | 14,658 | $18,285 | 10y | 1 |
WORCESTER POLYTECHNIC INSTITUTEMA · 042121659-001 | $687M | 2,981 | $16,200 | 3y | - |
PC CONNECTION, INC.NH · 020513618-001 | $439M | 3,235 | $10,000 | 3y | 1 |
EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTHME · 010527066-001 | $299M | 7,256 | $10,535 | 10y | - |
BOWDOIN COLLEGEME · 010215213-004 | $277M | 1,867 | $10,000 | 7y | - |
NORWICH UNIVERSITYVT · 030179424-001 | $176M | 1,875 | $16,200 | 4y | - |
PIERCE ATWOOD LLPME · 010190452-001 | $138M | 344 | $8,426 | 2y | - |
SAINT ANSELM COLLEGENH · 020222182-001 | $133M | 978 | $10,500 | 6y | - |
ENTERPRISE BANK AND TRUST COMPANYMA · 042993547-001 | $128M | 726 | $6,000 | 4y | - |
PRETI, FLAHERTY, BELIVEAU & PACHIOS LLPME · 010502585-002 | $128M | 316 | $13,920 | 9y | - |
Flag exposure
67.7%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 (33)
Raw Schedule C names collapsed into BerryDunn.
- APPLE GUERIN COMPANY LLC
- APPLE HEALTH CARE, INC.
- APPLE ONE
- APPLEGATE CONSULTING GROUP
- APPLEONE EMPLOYMENT SERVICES
- APPLEONE INC
- APPLETON PARTNERS
- APPLETON PARTNERS INC
- APPLETON PARTNERS, INC.
- APPLIED BUSINESS SOLUTIONS
- APPLIED BUSINESS SOLUTIONS, LLC
- APPLIED COMPUTER SOLUTIONS
- APPLIED FINANCE ADVISORS LLC
- BERRY DUNN
- BERRY DUNN MCNEIL
- BERRY DUNN MCNEIL & PARK
- BERRY DUNN MCNEIL & PARKER
- BERRY DUNN MCNEIL & PARKER LLC
- BERRY DUNN MCNEIL & PARKER, LLC
- BERRY DUNN MCNEIL AND PARKER
- BERRY DUNN MCNEIL AND PARKER LCL
- BERRY DUNN MCNEIL AND PARKER LLC
- BERRY DUNN MCNEIL AND PARKER, LLC
- BERRY DUNN MCNEIL PARKER LLC
- BERRY DUNN MCNEIL PARKER, LLC
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 BerryDunn'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 | 1 | 3.23% | 1.71% | +1.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 19.35% | 1.76% | +17.60 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 BerryDunn. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on BerryDunn'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 |
|---|---|---|
| Strategic Advisers | 4 | 12.9% |
| Fiducient Advisors | 3 | 9.7% |
| NFP | 3 | 9.7% |
| EP Wealth Advisors | 2 | 6.5% |
| Future Planning Associates Inc. | 2 | 6.5% |
| H.M. Payson & Co. | 2 | 6.5% |
| New England Retirement Consultants | 2 | 6.5% |
| R M Davis Inc. | 2 | 6.5% |
| CAPTRUST | 1 | 3.2% |
| Choice Wealth Advisors | 1 | 3.2% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).