Eversheds Sutherland
attorney6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+3 YoYRank #2077 of mapped providers
Assets under administration$31.3B0.0%Market share · rank #471
Fees received$435,418Median $41,231/planSum across Schedule C direct + indirect
Net wins YoY+23 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 Eversheds Sutherland plan look like?
Service mix · median fees per plan
Count of plans where Eversheds Sutherland 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 | $55,230 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $15,397 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $40,646 |
Competitor overlap
Percent of Eversheds Sutherland'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 Eversheds Sutherland.
| Sponsor | From | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-002 | STW Fixed Income Management, LLC | $11.5B |
HDR, INC.NE · 470663756-007 | Avantax Investment Services | $7.7B |
FLINT GROUP PACKAGING INKS NORTH AMERICA CORPORATIONMI · 383426405-001 | Principal | $15M |
Plans lost in 2024
Appeared last year under Eversheds Sutherland; not this year.
| Sponsor | To | Assets |
|---|---|---|
GEORGIA CROWN DISTRIBUTING CO.GA · 580551723-001 | Voya | $49M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $12,755 | 2y | 1 |
HDR, INC.NE · 470663756-007 | $7.7B | 16,282 | $15,397 | 1y | 1 |
ALTRIA CLIENT SERVICES LLCVA · 472929146-006 | $6.4B | 25,614 | $82,963 | 9y | - |
CBRE SERVICES, INC.TX · 521616016-001 | $4.3B | 51,826 | $41,815 | 3y | 1 |
THE PROCTER AND GAMBLE COMPANYOH · 310411980-012 | $1.1B | 10,655 | $68,644 | 1y | - |
UST LLCVA · 061193986-003 | $160M | 901 | $5,136 | 9y | - |
FLINT GROUP PACKAGING INKS NORTH AMERICA CORPORATIONMI · 383426405-001 | $15M | 271 | $168,062 | 1y | - |
ACCREDITATION COMMISSION FOR HEALTH CARE, INC.NC · 561540225-001 | $12M | 229 | $40,646 | 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 (6)
Raw Schedule C names collapsed into Eversheds Sutherland.
- CARDINAL POINT CAPITAL MANAGEM
- CARDINAL RETIREMENT PLANNING, INC.
- EVERSHEDS SUTHERLAND
- EVERSHEDS SUTHERLAND (US) LLP
- EVERSHEDS SUTHERLAND LLP
- EVERSHEDS SUTHERLAND US 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 Eversheds Sutherland'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 | 3 | 37.50% | 1.76% | +35.74 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 Eversheds Sutherland. 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 Eversheds Sutherland'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 | 2 | 25.0% |
| Goldman Sachs Asset Management | 2 | 25.0% |
| PIMCO | 2 | 25.0% |
| WTW | 2 | 25.0% |
| Acadian Asset Management | 1 | 12.5% |
| Bloomberg LP | 1 | 12.5% |
| CEM Benchmarking Inc. | 1 | 12.5% |
| Creative Planning | 1 | 12.5% |
| Edelman Financial Engines | 1 | 12.5% |
| eVestment Alliance | 1 | 12.5% |