Jeffrey Slocum & Associates
other18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2+1 YoYRank #8444 of mapped providers
Assets under administration$717M0.0%Market share · rank #7589
Fees received$111,011Median $55,506/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 Jeffrey Slocum & Associates plan look like?
Service mix · median fees per plan
Count of plans where Jeffrey Slocum & Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (individual); Direct payment from the planCode 20 | 1 | $9,000 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $102,011 |
Competitor overlap
Percent of Jeffrey Slocum & 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 Jeffrey Slocum & Associates.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Jeffrey Slocum & Associates; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERSMN · 410905139-001 | $679M | 13,679 | $9,000 | 1y | - |
THE HANOVER RESEARCH COUNCIL, LLCVA · 200253005-001 | $38M | 564 | $102,011 | 5y | 1 |
Flag exposure
100.0%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 (18)
Raw Schedule C names collapsed into Jeffrey Slocum & Associates.
- DEFREHN AND ASSOCIATES LLC
- DEFREHN CONSULTING
- JEFFREY SLOCUM & ASSOCIATES
- JEFFREY SLOCUM & ASSOCIATES INC
- JEFFREY SLOCUM & ASSOCIATES INC.
- JEFFREY SLOCUM & ASSOCIATES, INC
- JEFFREY SLOCUM & ASSOCIATES, INC.
- JEFFREY SLOCUM AND ASSOCIATES
- JEFFREY SLOCUM AND ASSOCIATES INC
- JEFFREY SLOCUM AND ASSOCIATES INC.
- JEFFREY SLOCUM AND ASSOCIATES, INC
- JEFFREY SLOCUM ASSOCIATES
- JEFFREY SLOCUM ASSOCIATES INC
- PAVILION/JEFFREY SLOCUM & ASSOCIATE
- SLOCUM
- SLOCUM & ASSOCIATES
- SLOCUM & ASSOCIATES, INC.
- SLOCUM CONSULTING
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 Jeffrey Slocum & 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Jeffrey Slocum & 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 Jeffrey Slocum & 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 |
|---|---|---|
| Agilis Partners LLC | 1 | 50.0% |
| Boston Trust Walden Company | 1 | 50.0% |
| Inter-Continental Real Estate Corp | 1 | 50.0% |
| Loomis Sayles | 1 | 50.0% |
| PIMCO | 1 | 50.0% |
| Ryan ALM Advisers LLC | 1 | 50.0% |
| The Segal Company (Midwest) | 1 | 50.0% |
| Segal Marco Advisors | 1 | 50.0% |
| Wilshire Associates | 1 | 50.0% |
| Wilson McShane Corporation | 1 | 50.0% |