Ivins, Phillips & Barker
attorney36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-3 YoYRank #1011 of mapped providers
Assets under administration$83.0B0.1%Market share · rank #175
Fees received$821,462Median $41,510/planSum across Schedule C direct + indirect
Net wins YoY-31 won · 4 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 Ivins, Phillips & Barker plan look like?
Service mix · median fees per plan
Count of plans where Ivins, Phillips & Barker ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 15 | $43,436 | |
Accounting (including auditing)Code 10 | 1 | $21,000 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $13,448 |
Competitor overlap
Percent of Ivins, Phillips & Barker'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 Ivins, Phillips & Barker.
| Sponsor | From | Assets |
|---|---|---|
GE AVIATION SYSTEMS LLCOH · 382733944-003 | Atessa Benefits, Inc. | $24M |
Plans lost in 2024
Appeared last year under Ivins, Phillips & Barker; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | Northern Trust | $25.0B |
AMER. INST. FOR RESEARCH IN THE BEHAVIORAL SCIENCESVA · 250965219-001 | (new plan) | $252M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $61,338 | 10y | - |
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | $11.7B | 152,118 | $41,510 | 3y | 1 |
JACOBS ENGINEERING GROUP INC.TX · 954081636-002 | $6.4B | 29,462 | $142,752 | 6y | 2 |
JACOBS TECHNOLOGY, INC.TN · 620510412-003 | $2.2B | 18,678 | $106,320 | 9y | 1 |
NATIONAL FUEL GAS COMPANYNY · 131086010-001 | $861M | 3,082 | $12,290 | 9y | 1 |
GE HEALTHCARE TECHNOLOGIES INC.IL · 882515116-004 | $659M | 10,569 | $106,557 | 2y | - |
GE CAPITAL US HOLDINGS, INC.CT · 474432326-004 | $211M | 1,793 | $86,198 | 10y | - |
JACOBS ENGINEERING GROUP, INC.TX · 954081636-004 | $187M | 3,656 | $48,456 | 9y | - |
MRA SYSTEMS, LLCMD · 522063267-001 | $113M | 872 | $20,107 | 10y | - |
MRA SYSTEMS, LLCMD · 522063267-002 | $113M | 571 | $15,514 | 9y | - |
Flag exposure
94.1%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 (36)
Raw Schedule C names collapsed into Ivins, Phillips & Barker.
- DAVID K. YOUNG CONSULTING L.L.C
- DAVID K. YOUNG CONSULTING L.L.C.
- DAVID K. YOUNG CONSULTING, L.L.C.
- DAVID KAPLAN CPA
- DAVID KAPLAN CPA PC
- DAVID KARCHER
- DAVID KEHRLI
- DAVID KERCHNER
- DAVID KLIMASZEWSKI LAW OFFICES PLLC
- DAVID KLIMASZEWSKI, ATTORNEY AT LA
- DAVID KLIMASZEWSKI, ATTY AT LAW
- DAVID KLINE
- DAVID KRAMER
- DAVID KRIETZBERG
- IVES & SULTAN LLP
- IVINS PHILLIP & BARKER
- IVINS PHILLIP & BARKER CHTD.
- IVINS PHILLIPS
- IVINS PHILLIPS & BAKER
- IVINS PHILLIPS & BARKER
- IVINS PHILLIPS & BARKER CHTD
- IVINS PHILLIPS & BARKER CHTD.
- IVINS PHILLIPS AND BARKER
- IVINS PHILLIPS AND BARKER, CHTD
- IVINS PHILLIPS BARKER
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 Ivins, Phillips & Barker'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 | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 1 | 5.88% | 0.14% | +5.74 pp |
| Corrective distributions | 3 | 17.65% | 1.76% | +15.89 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 Ivins, Phillips & Barker. 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 Ivins, Phillips & Barker'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 | 6 | 35.3% |
| WTW | 6 | 35.3% |
| Mercer | 4 | 23.5% |
| Angeles Investment Advisors LLC | 2 | 11.8% |
| Barings | 1 | 5.9% |
| Bridgewater Advisors Inc | 1 | 5.9% |
| Cullen Capital Management LLC | 1 | 5.9% |
| Dodge & Cox | 1 | 5.9% |
| Edelman Financial Engines | 1 | 5.9% |
| Loomis Sayles | 1 | 5.9% |