Gray, Gray & Gray LLP
auditor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24+3 YoYRank #732 of mapped providers
Assets under administration$4.7B0.0%Market share · rank #1988
Fees received$448,769Median $17,119/planSum across Schedule C direct + indirect
Net wins YoY+38 won · 5 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 Gray, Gray & Gray LLP plan look like?
Service mix · median fees per plan
Count of plans where Gray, Gray & Gray LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Accounting (including auditing)Code 10 | 19 | $17,000 | |
Other feesCode 99 | 3 | $18,000 | |
Consulting (general)Code 16 | 1 | $21,000 | |
Other services; Direct payment from the planCode 49 | 1 | $17,000 |
Competitor overlap
Percent of Gray, Gray & Gray 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 Gray, Gray & Gray LLP.
| Sponsor | From | Assets |
|---|---|---|
UKG INC.FL · 650694077-001 | Harter Secrest & Emery LLP | $2.0B |
DIGITAL TURBINE INC.NC · 222267658-001 | MMA Securities | $55M |
RED THREAD SPACES LLCMA · 043481341-001 | MMA Securities | $52M |
ICP CONSTRUCTION, INC.MA · 041143180-004 | Empower | $47M |
WINGATE MANAGEMENT COMPANY LLCMA · 202388094-001 | OneDigital | $30M |
HALLKEEN MANAGEMENT, INC.MA · 043097814-001 | Transamerica | $27M |
GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC.NY · 131641068-003 | MMA Securities | $18M |
GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC.NY · 131641068-001 | MMA Securities | $9M |
Plans lost in 2024
Appeared last year under Gray, Gray & Gray LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
HAEMONETICS CORPORATIONMA · 042882273-002 | John Hancock | $239M |
TOM TOM NORTH AMERICANH · 942909893-001 | Charles Schwab | $88M |
USHG, LLCNY · 133981536-002 | GGG | $25M |
HOMETOWN FINANCIAL GROUP, INC.MA · 743073286-003 | (new plan) | $2M |
KESHETIL · 363441392-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UKG INC.FL · 650694077-001 | $2.0B | 11,829 | $30,000 | 1y | 1 |
CLEAN HARBORS ENVIROMENTAL SERVICES, INC.MA · 042698999-001 | $1.2B | 23,611 | $41,310 | 8y | 2 |
FOLEY HOAG LLPMA · 042150535-003 | $382M | 954 | $22,494 | 9y | 1 |
COGNEX CORPORATIONMA · 042713778-001 | $260M | 1,459 | $21,000 | 2y | 1 |
LANTHEUS MEDICAL IMAGING, INC.MA · 510396366-001 | $147M | 1,162 | $9,500 | 5y | 1 |
TRUSTEES OF EMMANUEL COLLEGEMA · 042105769-001 | $122M | 919 | $18,000 | 7y | 1 |
HARBORONE BANKMA · 041123040-002 | $80M | 605 | $30,500 | 10y | - |
BIONTECH US INC.MA · 463915846-001 | $72M | 929 | $17,000 | 2y | - |
NOVOCURE INC.NH · 205063536-001 | $59M | 1,075 | $7,000 | 2y | 1 |
RED THREAD SPACES LLCMA · 043481341-001 | $58M | 404 | $15,000 | 2y | - |
Flag exposure
91.7%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 (22)
Raw Schedule C names collapsed into Gray, Gray & Gray LLP.
- CODE RED INC
- CODE RED, INC.
- CODY LAPAGE
- COE ADMINISRATORS, LLC
- COE COLLEGE
- COE FINANCIAL GROUP
- GRAY GRAY & GRAY
- GRAY GRAY & GRAY LLP
- GRAY GRAY & GRAY, LLP
- GRAY GRAY AND GRAY
- GRAY, GRAY & GARY LLP
- GRAY, GRAY & GRAY
- GRAY, GRAY & GRAY LLP
- GRAY, GRAY & GRAY, LLP
- GRAY, GRAY AND GRAY
- GRAY, GRAY AND GRAY LLP
- GRAY, GRAY AND GRAY, LLP
- GRAY, GRAY, & GRAY LLP
- GRAY, GRAY, AND GRAY
- GRAY, GRAY, AND GRAY LLP
- GRAY, GRAY,& GRAY, LLP
- GRAY,GRAY AND GRAY 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 Gray, Gray & Gray 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 | 9 | 37.50% | 1.71% | +35.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 33.33% | 1.76% | +31.57 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 Gray, Gray & Gray 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 Gray, Gray & Gray 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 |
|---|---|---|
| Compass 360 LLC | 4 | 16.7% |
| The Angell Pension Group Inc. | 3 | 12.5% |
| OneDigital | 2 | 8.3% |
| CAPTRUST | 1 | 4.2% |
| Compass Retirement Consulting Group | 1 | 4.2% |
| CORRELL CO. | 1 | 4.2% |
| Creative Planning | 1 | 4.2% |
| Fiduciary Investment Advisors LLC | 1 | 4.2% |
| Fiducient Advisors | 1 | 4.2% |
| Global Retirement Partners 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).