GBQ Partners LLC
auditor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24+6 YoYRank #736 of mapped providers
Assets under administration$6.7B0.0%Market share · rank #1526
Fees received$401,682Median $14,650/planSum across Schedule C direct + indirect
Net wins YoY+68 won · 2 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 GBQ Partners LLC plan look like?
Service mix · median fees per plan
Count of plans where GBQ Partners LLC 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 | 19 | $14,500 | |
Valuation (appraisals, etc.); Direct payment from the planCode 34 | 4 | $15,600 | |
Direct payment from the plan; Valuation (appraisals, etc.); Trustee (discretionary)Code 24 | 1 | $61,082 |
Competitor overlap
Percent of GBQ Partners 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 GBQ Partners LLC.
| Sponsor | From | Assets |
|---|---|---|
BRICKER GRAYDON, LLPOH · 314359739-002 | Merrill | $199M |
STANLEY ELECTRIC HOLDING COMPANY OF AMERICAOH · 383518760-001 | Capital Group | $187M |
ERMCO, INC.IN · 351071084-004 | Great Banc Trust Company | $151M |
THE DISPATCH PRINTING COMPANYOH · 314166990-334 | Transamerica | $61M |
LAKE SHORE CRYOTRONICS, INC.OH · 310914553-001 | Highland Consulting Associates | $47M |
COLUMBUS SCHOOL FOR GIRLSOH · 314379452-001 | LPL Financial | $35M |
YUSA CORPORATIONOH · 311208849-001 | Mueller & Co LLP DBA PKF Mueller LLC | $22M |
WODA-COOPER COMPANIES, INC.OH · 260430251-001 | (new plan) | $20M |
Plans lost in 2024
Appeared last year under GBQ Partners LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
WHITE CASTLE SYSTEM, INC.OH · 314340520-003 | Aon | $82M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $17,500 | 10y | 1 |
ADVANCED DRAINAGE SYSTEMS, INC.OH · 510105665-001 | $1.1B | 6,207 | $36,500 | 8y | - |
NETJETS INC.OH · 510383060-001 | $836M | 4,194 | $16,000 | 10y | 1 |
FIRST SOLAR, INC.OH · 204623678-001 | $361M | 5,081 | $15,750 | 2y | - |
FIVES INC.MI · 383503183-001 | $314M | 2,231 | $20,500 | 2y | - |
BRICKER GRAYDON, LLPOH · 314359739-002 | $199M | 490 | $10,250 | 5y | - |
STANLEY ELECTRIC HOLDING COMPANY OF AMERICAOH · 383518760-001 | $187M | 2,299 | $19,400 | 9y | - |
WHITE CASTLE SYSTEM, INC.OH · 314340520-001 | $176M | 4,819 | $14,800 | 10y | - |
WHITE CASTLE SYSTEM, INC.OH · 314340520-002 | $168M | 3,951 | $14,500 | 10y | - |
TS TECH AMERICAS, INC.OH · 311437701-001 | $162M | 3,418 | $13,500 | 9y | - |
Flag exposure
87.5%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 (13)
Raw Schedule C names collapsed into GBQ Partners LLC.
- CITIGROUP GLOBAL MARKETS, INC./CORR
- CITIGROUP GLOBAL MKTS
- GBQ
- GBQ CONSULTING
- GBQ CONSULTING LLC
- GBQ CONSULTING, LLC
- GBQ GOELZER VALUATION SERVICES
- GBQ PARNERS LLC
- GBQ PARTNERS
- GBQ PARTNERS INC.
- GBQ PARTNERS LLC
- GBQ PARTNERS, LLC
- GBQ, PARTNERS, LLC
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 GBQ Partners 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 | 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 | 4 | 16.67% | 1.76% | +14.91 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 GBQ Partners 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 GBQ Partners 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 |
|---|---|---|
| Aon | 2 | 8.3% |
| Cerity Partners | 2 | 8.3% |
| Fischer Investment Strategies | 2 | 8.3% |
| Global Retirement Partners LLC | 2 | 8.3% |
| Hamilton Capital LLC | 2 | 8.3% |
| Highland Consulting Associates | 2 | 8.3% |
| LCG Associates Inc. | 2 | 8.3% |
| Whitaker-Myers Wealth Managers | 2 | 8.3% |
| Abound Wealth Management LLC | 1 | 4.2% |
| Asset Dedication LLC | 1 | 4.2% |
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).