Levy Ratner P.C.
attorney7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-3 YoYRank #2892 of mapped providers
Assets under administration$240M0.0%Market share · rank #5513
Fees received$86,460Median $16,053/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 Levy Ratner P.C. plan look like?
Service mix · median fees per plan
Count of plans where Levy Ratner P.C. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 4 | $16,053 |
Competitor overlap
Percent of Levy Ratner P.C.'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 Levy Ratner P.C..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Levy Ratner P.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | SALARIES - MANAGEMENT | $3.4B |
CONSUMER REPORTS, INC.NY · 131776434-001 | Chevy Chase Trust Company | $34M |
BOT OF THE GUILD - CONSUMER REPORTS ADJUSTABLE RETIREMENT FUNDNJ · 463402474-001 | BCG Pension Risk Consultants | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUNDNY · 461715205-001 | $114M | 2,374 | $20,105 | 6y | - |
BOARD OF TRUSTEES GRAPHICS COMM. INT'L UNIONNY · 136415392-001 | $91M | 906 | $44,500 | 7y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 102 PENSION FUNDNJ · 226106515-001 | $20M | 493 | $12,000 | 10y | - |
NEWSGUILD OF NEW YORK PUBLISHERS PENSION FUNDNJ · 131881863-001 | $16M | 878 | $9,855 | 6y | - |
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 (7)
Raw Schedule C names collapsed into Levy Ratner P.C..
- LEVY RATNER
- LEVY RATNER P.C.
- LEVY RATNER PC
- LEVY RATNER, P.C
- LEVY RATNER, P.C.
- LEVY RATNER, PC
- LEVY, RATNER P.C.
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 Levy Ratner P.C.'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 | 0 | 0.00% | 1.71% | -1.71 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 Levy Ratner P.C.. 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 Levy Ratner P.C.'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 |
|---|---|---|
| Amalgamated Employee Benefits Administrators | 1 | 25.0% |
| Bellwether Consulting LLC | 1 | 25.0% |
| Clearbrook Investment Consulting | 1 | 25.0% |
| Dodge & Cox | 1 | 25.0% |
| Golden State Equity Partners | 1 | 25.0% |
| GYL Financial Synergies, LLC | 1 | 25.0% |
| I.E. Shaffer & Co. | 1 | 25.0% |
| O'Sullivan & Associates | 1 | 25.0% |
| Park Capital Management | 1 | 25.0% |
| Sage Advisory | 1 | 25.0% |