Carr Riggs & Ingram, LLC
auditor53 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29-2 YoYRank #649 of mapped providers
Assets under administration$9.1B0.0%Market share · rank #2300
Fees received$643,122Median $16,000/planSum across Schedule C direct + indirect
Net wins YoY-38 won · 11 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 Carr Riggs & Ingram, LLC plan look like?
Service mix · median fees per plan
Count of plans where Carr Riggs & Ingram, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Other fees; Accounting (including auditing)Code 10 | 26 | $16,775 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $7,250 | |
Direct payment from the planCode 50 | 1 | $8,750 | |
Other feesCode 99 | 1 | $12,000 |
Competitor overlap
Percent of Carr Riggs & Ingram, LLC'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 Carr Riggs & Ingram, LLC.
| Sponsor | From | Assets |
|---|---|---|
THE LAMPO GROUP, LLCTN · 621593846-001 | CRI TPA Services | $92M |
GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INCGA · 580684740-333 | Millenium Advisory Services Inc | $91M |
PLUMBERS & STEAMFITTERS LOCAL UNION 52AL · 630234457-002 | Plumbers and Steamfitters Local 52 | $81M |
PIEDMONT TRIAD ANESTHESIA PANC · 201394536-001 | CRI CPAs and Advisors | $41M |
COOPER CARRY INCGA · 580863313-001 | Neuberger Berman | $10M |
ATLANTA HARDWOOD CORPORATIONGA · 580862950-001 | American United Life Insurance Co | $8M |
KINGWOOD ORLANDO REUNION RESORT,LLCFL · 832315866-001 | Lincoln Financial | $6M |
COCOA BEACH MOTEL, INC.FL · 592959262-001 | Empower | $3M |
Plans lost in 2024
Appeared last year under Carr Riggs & Ingram, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
ONCOR ELECTRIC DELIVERY COMPANY LLCTX · 752967830-001 | Ahrens Investment Partners LLC | $1.9B |
RHEEM MANUFACTURING COMPANYGA · 203928590-002 | Gallagher Fiduciary Advisors | $403M |
PRECISELY SOFTWARE INCORPORATEDMA · 221854351-001 | Fidelity Investments | $286M |
HOLDER CONSTRUCTION GROUP, LLCGA · 582535136-001 | Nationwide | $194M |
SISECAM CHEMICALS RESOURCES LLCGA · 061446396-003 | Columbia Investment Management | $143M |
LOCAL UNION 903 PENSION PLANAL · 646151461-001 | Inter-Continental Real Estate Corp | $60M |
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLANAL · 636055121-001 | CRI CPAs and Advisors | $56M |
MORRISON HERSHFIELD CORPORATIONGA · 980160972-001 | Transamerica | $28M |
PENDER EMS AND FIRE, INC.NC · 810567043-002 | Marsh McLennan | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MCKESSON CORPORATIONTX · 943207296-002 | $5.7B | 42,176 | $22,000 | 1y | 2 |
CARDTRONICS USA, INC.GA · 760419117-005 | $992M | 11,871 | $60,500 | 2y | - |
BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STOREAL · 630708442-001 | $619M | 20,129 | $133,570 | 10y | - |
OCHSNER CLINIC FOUNDATIONLA · 720502505-001 | $444M | 4,410 | $59,700 | 6y | - |
GRAVES GILBERT CLINIC PLLCKY · 610700826-002 | $187M | 1,643 | $12,500 | 6y | - |
PIEDMONT HEALTHCARE, P.A.NC · 561965983-001 | $177M | 1,305 | $19,000 | 4y | - |
LANDRUM PROFESSIONAL EMPLOYER SERVICES, INC.FL · 592345956-338 | $134M | 5,591 | $11,500 | 7y | 1 |
PENASCOLA CHRISTIAN COLLEGE, INC.FL · 590940532-003 | $96M | 1,421 | $7,350 | 9y | - |
MUNICH AMERICAN REASSURANCE COMPANYGA · 580828824-002 | $94M | 458 | $17,600 | 8y | - |
THE LAMPO GROUP, LLCTN · 621593846-001 | $92M | 1,202 | $2,500 | 1y | 1 |
Flag exposure
86.2%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 (53)
Raw Schedule C names collapsed into Carr Riggs & Ingram, LLC.
- BARNEY & BARNEY
- BARNEY & BARNEY INSURANCE SER. LLC
- BARNEY & BARNEY INSURANCE SERVICES
- BARNEY & BARNEY MARSH & MCLENNAN
- BARNEY & BARNEY, LLC
- BARNEY AND BARNEY INS SVS LLC
- BARNEY AND BARNEY INS. SVCS. LLC
- BARNEY AND BARNEY INSURANCE SERVICE
- BARNEY AND BARNEY LLC
- BARNUM AKA MML INVESTORS SERVICES
- BARNUM FINANCIAL GROUP
- BARON ASSET FUNDS
- BARON COLLECTIVE INVESTMENT
- BARON EMERGING MARKETS FUND CL INST
- CARR ,RIGGS, & INGRAM, LLC
- CARR RGGS & INGRAM, LLC
- CARR RIGGS & INCGRAM CPAS AND ADVIS
- CARR RIGGS & INGRAM
- CARR RIGGS & INGRAM CPA
- CARR RIGGS & INGRAM CPAS
- CARR RIGGS & INGRAM LLC
- CARR RIGGS & INGRAM LLC - SOUTHWEST
- CARR RIGGS & INGRAM, CPA
- CARR RIGGS & INGRAM, LLC
- CARR RIGGS & INGRAMM
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 Carr Riggs & Ingram, LLC'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 | 1 | 3.45% | 26.94% | -23.49 pp |
| Late contributions | 4 | 13.79% | 1.71% | +12.08 pp |
| Failed to provide benefit | 1 | 3.45% | 0.14% | +3.31 pp |
| Corrective distributions | 4 | 13.79% | 1.76% | +12.03 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 Carr Riggs & Ingram, LLC. 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 Carr Riggs & Ingram, LLC'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 |
|---|---|---|
| CAPTRUST | 2 | 6.9% |
| OneDigital | 2 | 6.9% |
| ULLICO Inc | 2 | 6.9% |
| Aon | 1 | 3.5% |
| Atlasmark Financial, Inc. | 1 | 3.5% |
| Buck Global LLC | 1 | 3.5% |
| CRI TPA Services | 1 | 3.5% |
| Fiduciary Management Inc. | 1 | 3.5% |
| Florida Retirement Consultants | 1 | 3.5% |
| Gulf States Consultants & Administrators Inc | 1 | 3.5% |