JDGlenn & Associates
auditor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2910 of mapped providers
Assets under administration$28.5B0.0%Market share · rank #498
Fees received$2MMedian $25,810/planSum across Schedule C direct + indirect
Net wins YoY-20 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 JDGlenn & Associates plan look like?
Service mix · median fees per plan
Count of plans where JDGlenn & Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 2 | $7,573 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $1,164,358 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other fees; Other services; Claims processing; Participant loan processingCode 12 | 1 | $25,810 |
Competitor overlap
Percent of JDGlenn & Associates'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 JDGlenn & Associates.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under JDGlenn & Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
PETERSEN, INC.UT · 870354727-003 | Great Banc Trust Company | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $908,992 | 9y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $1M | 9y | - |
FRANKLIN COVEY CO.UT · 870401551-002 | $139M | 1,232 | $3,345 | 10y | - |
DECISIONHR, INC.FL · 593405686-333 | $67M | 13,946 | $25,810 | 4y | 1 |
PETERSEN, INC.UT · 870354727-003 | $0 | 0 | $11,800 | 2y | 1 |
Flag exposure
80.0%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 (5)
Raw Schedule C names collapsed into JDGlenn & Associates.
- DECISIONHR, INC.
- DECISIONPATH CONSULTING
- JDGLENN & ASSOCIATES
- JDGLENN & ASSOCIATES PC
- JDGLENN & ASSOCIATES, PC
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 JDGlenn & Associates'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 | 1 | 20.00% | 7.76% | +12.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 JDGlenn & Associates. 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 JDGlenn & Associates'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 |
|---|---|---|
| Aston Carter Inc. | 2 | 40.0% |
| Bloomberg LP | 2 | 40.0% |
| Chesapeake Benefit Partners LLC | 2 | 40.0% |
| ERP Nashville LLC | 2 | 40.0% |
| Excella Consulting | 2 | 40.0% |
| Experis IT Services | 2 | 40.0% |
| Johnson Investment Counsel | 2 | 40.0% |
| Lockton | 2 | 40.0% |
| LSV Asset Management | 2 | 40.0% |
| Marsh McLennan | 2 | 40.0% |