Haskell & White LLP
auditor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3599 of mapped providers
Assets under administration$58M0.0%Market share · rank #7138
Fees received$44,725Median $15,100/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Haskell & White LLP plan look like?
Service mix · median fees per plan
Count of plans where Haskell & White LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 3 | $15,100 |
Competitor overlap
Percent of Haskell & White 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 Haskell & White LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Haskell & White LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ACCURATE BACKGROUND, LLCCA · 330796904-001 | $42M | 941 | $16,125 | 2y | - |
VISION33, INC.CA · 980417630-001 | $12M | 126 | $15,100 | 5y | - |
RELIANT REAL ESTATE MANAGEMENT INC.CA · 464367924-001 | $3M | 183 | $13,500 | 2y | 3 |
Flag exposure
66.7%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 (7)
Raw Schedule C names collapsed into Haskell & White LLP.
- CONSTATINE ASSOCIATES LLP
- CONSTELLATION INC.
- HASKELL & WHITE
- HASKELL & WHITE LLP
- HASKELL & WHITE, LLP
- HASKELL WHITE
- HASKELL WHITE 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 Haskell & White 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 | 1 | 33.33% | 26.94% | +6.39 pp |
| Late contributions | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 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 Haskell & White 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 Haskell & White 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 |
|---|---|---|
| Global Retirement Partners LLC | 1 | 33.3% |