Brian D. Sullivan
attorney8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #4981 of mapped providers
Assets under administration$296M0.0%Market share · rank #5211
Fees received$120,000Median $60,000/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 Brian D. Sullivan plan look like?
Service mix · median fees per plan
Count of plans where Brian D. Sullivan ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 2 | $60,000 |
Competitor overlap
Percent of Brian D. Sullivan'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 Brian D. Sullivan.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Brian D. Sullivan; not this year.
| Sponsor | To | Assets |
|---|---|---|
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | Olymbec USA LLC | $2.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS-NJ · 223095464-001 | $255M | 9,907 | $90,000 | 4y | - |
JT. BD. OF TRUSTEES OF THE UNITE HERE! LOCAL 54NJ · 222431399-001 | $41M | 9,882 | $30,000 | 3y | - |
Flag exposure
100.0%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 (8)
Raw Schedule C names collapsed into Brian D. Sullivan.
- ASTADIA INC
- ASTEC CHARTER SCHOOLS
- ASYLAS, LLC
- BRIAN D. SULLIVAN LAW OFFICE
- BRIAN D. SULLIVAN, ESQ.
- BRIAN SULLIVAN, ESQ.
- LAW OFFICE OF BRIAN D. SULLIVAN
- LAW OFFICES OF BRIAN SULLIVAN
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 Brian D. Sullivan'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Brian D. Sullivan. 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 Brian D. Sullivan'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 |
|---|---|---|
| Hardman Johnston Global Advisors | 2 | 100.0% |
| Channing Capital Management | 1 | 50.0% |
| Frank M. Vaccaro & Associates | 1 | 50.0% |
| Garcia Hamilton & Associates | 1 | 50.0% |
| Inter-Continental Real Estate Corp | 1 | 50.0% |
| Investment Performance Services LLC | 1 | 50.0% |
| Legal & General Investment Management America | 1 | 50.0% |
| Milliman | 1 | 50.0% |
| NEPC LLC | 1 | 50.0% |
| Pension Benefit Information LLC | 1 | 50.0% |