Duane Morris LLP
attorney4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2398 of mapped providers
Assets under administration$40.6B0.1%Market share · rank #385
Fees received$320,214Median $41,324/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 Duane Morris LLP plan look like?
Service mix · median fees per plan
Count of plans where Duane Morris LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 6 | $41,324 |
Competitor overlap
Percent of Duane Morris 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 Duane Morris LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Duane Morris LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
FIVE-STAR TECHNOLOGY SOLUTIONS, LLCIN · 550906339-001 | Cambridge Investment Research | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $142,462 | 2y | - |
VERIZON COMMUNICATIONS INC.NJ · 232259884-016 | $5.7B | 37,982 | $71,033 | 8y | - |
VERIZON COMMUNICATIONS INC.NJ · 232259884-004 | $3.4B | 15,222 | $17,017 | 2y | - |
VERIZON CORPORATE SERVICES GROUP INC.NJ · 131675522-001 | $1.6B | 34,802 | $65,630 | 9y | - |
YWCA RETIREMENT FUND, INC.NY · 131624231-001 | $407M | 11,316 | $10,474 | 10y | 1 |
VERIZON BUSINESS GLOBAL LLCNJ · 900357488-008 | $35,865 | 0 | $13,598 | 4y | - |
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 (4)
Raw Schedule C names collapsed into Duane Morris LLP.
- BRYAN JACKSON
- DUANE MORRIS
- DUANE MORRIS LLP
- DUANE MORRIS, LLP
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 Duane Morris 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 | 1 | 16.67% | 1.71% | +14.95 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 Duane Morris 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 Duane Morris 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 |
|---|---|---|
| Aon | 5 | 83.3% |
| Abel Noser LLC | 2 | 33.3% |
| The Ayco Company L.P. | 2 | 33.3% |
| Bloomberg LP | 2 | 33.3% |
| DONNELLEY FINANCIAL SOLUTIONS | 2 | 33.3% |
| Mercer | 2 | 33.3% |
| Acadian Asset Management | 1 | 16.7% |
| The Aimpoint Group LLC | 1 | 16.7% |
| Angelo Gordon | 1 | 16.7% |
| Aristotle Capital Management | 1 | 16.7% |