McCarthy Callas & Feeney PC
other9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3175 of mapped providers
Assets under administration$1.7B0.0%Market share · rank #3141
Fees received$106,129Median $16,045/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 McCarthy Callas & Feeney PC plan look like?
Service mix · median fees per plan
Count of plans where McCarthy Callas & Feeney PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants)Code 26 | 2 | $39,143 | |
LegalCode 29 | 2 | $13,922 |
Competitor overlap
Percent of McCarthy Callas & Feeney PC'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 McCarthy Callas & Feeney PC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under McCarthy Callas & Feeney PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | Chevy Chase Trust Company | $2.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BRADLEY ARANT BOULT CUMMINGS LLPAL · 630243316-001 | $694M | 1,558 | $11,690 | 4y | 1 |
BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ P.C.TN · 621047356-002 | $628M | 1,622 | $66,596 | 5y | - |
NECA LOCAL 145 IBEW PENSION FUNDIL · 366492101-001 | $254M | 1,594 | $20,399 | 9y | - |
NECA LOCAL 145 I.B.E.W ANNUITY AND PROFIIL · 363730534-002 | $162M | 1,314 | $7,444 | 10y | - |
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 (9)
Raw Schedule C names collapsed into McCarthy Callas & Feeney PC.
- EUCLID SPECIALTY MANAGERS LLC
- EUCLID SPECIALTY MANAGERS, LLC
- EUCLID SPECIALTY MANAGERS, LLC 36-2
- EUDAIMONIA ADVISORS LLC
- MC CARTHY, CALLAS & FEENEY, PC
- MCCARTHY CALLAS & FEENEY
- MCCARTHY CALLAS & FEENEY PC
- MCCARTHY CALLAS CHURCH FEENEY, P.C.
- MCCARTHY, CALLAS & FEENEY 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 McCarthy Callas & Feeney PC'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 | 1 | 25.00% | 1.76% | +23.24 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 McCarthy Callas & Feeney PC. 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 McCarthy Callas & Feeney PC'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 |
|---|---|---|
| Buckingham Strategic Partners | 2 | 50.0% |
| Investment Consulting Group, Inc. | 2 | 50.0% |
| Kingswood Wealth Advisors LLC | 2 | 50.0% |
| Patten & Patten Inc | 2 | 50.0% |
| RFG Advisory, LLC | 2 | 50.0% |
| Waverly Advisors LLC | 2 | 50.0% |
| Axxcess Wealth Management LLC | 1 | 25.0% |
| Bartlett & Co Wealth Management | 1 | 25.0% |
| Burleigh Consulting Group | 1 | 25.0% |
| CAP Financial LLC | 1 | 25.0% |