Bultynck & Co., P.L.L.C.
auditor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19Rank #931 of mapped providers
Assets under administration$32.9B0.0%Market share · rank #450
Fees received$1MMedian $19,875/planSum across Schedule C direct + indirect
Net wins YoY+01 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 Bultynck & Co., P.L.L.C. plan look like?
Service mix · median fees per plan
Count of plans where Bultynck & Co., P.L.L.C. 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 | 16 | $17,938 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $327,000 | |
Other feesCode 99 | 1 | $9,750 |
Competitor overlap
Percent of Bultynck & Co., P.L.L.C.'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 Bultynck & Co., P.L.L.C..
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES PIPEFITTER 636 RETIREE & WIDOW BENEFIT FUNDMI · 386447273-001 | Benesys, Inc. | $458,861 |
Plans lost in 2024
Appeared last year under Bultynck & Co., P.L.L.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS LOCAL 85 RETIREMENTMI · 320478132-005 | Reimold Printing | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $619,787 | 4y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $34,213 | 4y | 1 |
BOARD OF TRUSTEES OF CARPENTERS' PENSION TRUST FUNDDETROIT&VICINITYMI · 386242188-001 | $1.4B | 22,212 | $84,455 | 10y | - |
JOINT BOARD OF TRUSTEES OF MI REG COUNCIL OF CARPENTERS ANNUITY FUNDMI · 383240423-001 | $531M | 17,503 | $32,035 | 10y | - |
PIPEFITTERS LOCAL NO 636 DEFINED BENEFIT PENSION FUNDMI · 383009873-001 | $489M | 3,207 | $28,100 | 2y | - |
JOINT BOARD PLUMBERS & PIPEFITTERS LOCAL UNION NO. 333 PENSIONMI · 383545518-005 | $301M | 1,532 | $29,850 | 8y | - |
PLUMBERS LOCAL 98 DEFINED BENEFIT PENSION FUNDMI · 383031916-001 | $296M | 2,462 | $21,500 | 2y | - |
PIPEFITTERS LOCAL 636 DEFINED CONTRIBUTION RETIREMENT TRUSTMI · 386440276-001 | $282M | 3,387 | $16,000 | 2y | - |
BOARD OF TRUSTEES WEST MI PLUMBERS LOCAL UNION NO 174 PENSION PLANMI · 381796240-001 | $272M | 1,609 | $14,600 | 9y | - |
BOARD OF TRUSTEES OF THE KALAMAZOO PLUMBERS & PIPEFITTERS 357 PENSIONMI · 386152409-001 | $206M | 1,175 | $19,875 | 9y | - |
Flag exposure
89.5%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 Bultynck & Co., P.L.L.C..
- AVION WEALTH LLC
- AVISED ASSET GROUP
- BULTYNCK & CO. PLLC
- BULTYNCK & CO., P.L.L.C.
- BULTYNCK & CO., PLLC
- BULTYNCK AND CO PLLC
- BULTYNCK AND COMPANY
- BULTYNCK CO PLLC
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 Bultynck & Co., P.L.L.C.'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 | 5.26% | 1.71% | +3.55 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 15.79% | 1.76% | +14.03 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 Bultynck & Co., P.L.L.C.. 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 Bultynck & Co., P.L.L.C.'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 |
|---|---|---|
| Loomis Sayles | 4 | 21.1% |
| MacQueen & Associates LLC | 4 | 21.1% |
| Solxsys Administrative Solutions | 4 | 21.1% |
| Boyd Watterson Asset Management LLC | 3 | 15.8% |
| Marquette Associates | 3 | 15.8% |
| National Investment Services | 3 | 15.8% |
| Aldrich Wealth | 2 | 10.5% |
| Allworth Financial | 2 | 10.5% |
| Aviator Financial Consulting LLC | 2 | 10.5% |
| Beacon Pointe Advisors, LLC | 2 | 10.5% |
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).