McConnell & Jones LLP
auditor24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served52+4 YoYRank #367 of mapped providers
Assets under administration$70.7B0.1%Market share · rank #215
Fees received$2MMedian $27,996/planSum across Schedule C direct + indirect
Net wins YoY+514 won · 9 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 McConnell & Jones LLP plan look like?
Service mix · median fees per plan
Count of plans where McConnell & Jones LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the plan; Accounting (including auditing)Code 10 | 44 | $27,996 | |
Shareholder servicing fees; Investment managementCode 28 | 4 | $4,931 | |
Other feesCode 99 | 2 | $34,850 | |
Consulting (general)Code 16 | 1 | $33,000 | |
Shareholder servicing feesCode 59 | 1 | $0 |
Competitor overlap
Percent of McConnell & Jones LLP'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 McConnell & Jones LLP.
| Sponsor | From | Assets |
|---|---|---|
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | Strategic Advisers | $12.4B |
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | Cowen & Company LLC | $2.4B |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | NB Secondary Opportunities Fund | $1.8B |
MILLERKNOLL, INC.MI · 380837640-002 | Empower | $1.4B |
ENSCO INTERNATIONAL INCORPORATEDTX · 760232579-002 | T. Rowe Price | $472M |
UPGRADE INC.CA · 812807376-002 | American Funds | $55M |
MISSION SUPPORT AND TEST SERVICES LLCNV · 886023904-001 | Eide Bailly LLP | $43M |
BRANFORD FILTRATION, LLC DBA FIBRIX FILTRATIONNC · 852075925-001 | Jennings & Sigmond | $11M |
QUANEX BUILDING PRODUCTS CORPORATIONTX · 261561397-004 | Fidelity Investments | $0 |
CRESTWOOD OPERATIONS LLCTX · 455233794-001 | Prime Capital Investment Advisors | $0 |
Plans lost in 2024
Appeared last year under McConnell & Jones LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | Voya | $3.2B |
7-ELEVEN, INC.OH · 751085131-101 | WTW | $977M |
TEXAS CHILDREN'STX · 760461578-001 | Legal & General Investment Management America | $572M |
MISSION SUPPORT AND TEST SERVICES LLCNV · 810705502-001 | UNITED ACTUARIAL SERVICES | $559M |
FLOWORKS INTERNATIONAL LLCTX · 454720274-001 | JPMorgan Chase | $75M |
POINTSMITH HOLDING COMPANY, INC.TX · 880480686-001 | (new plan) | $18M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $109,175 | 2y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $23,350 | 1y | 2 |
TYSON FOODS, INC.AR · 710225165-004 | $3.7B | 128,426 | $29,730 | 4y | 1 |
MEMORIAL HERMANN HEALTH SYSTEMTX · 741152597-002 | $3.3B | 40,140 | $17,500 | 10y | 2 |
KINDER MORGAN, INC.TX · 800682103-002 | $2.9B | 16,725 | $39,082 | 2y | 1 |
CENTERPOINT ENERGY, INC.TX · 740694415-015 | $2.9B | 11,962 | $38,450 | 9y | - |
PERATON CORP.VA · 815224276-002 | $2.5B | 26,938 | $46,000 | 3y | 3 |
UT-BATTELLE, LLCTN · 621788235-001 | $2.4B | 12,721 | $54,680 | 5y | - |
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | $2.4B | 25,253 | $0 | 1y | - |
TEXAS CHILDREN'STX · 760461578-002 | $2.1B | 21,233 | $22,330 | 7y | 1 |
Flag exposure
92.3%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 (24)
Raw Schedule C names collapsed into McConnell & Jones LLP.
- EURO PACIFIC ASSET MANAGEMENT
- EURO VISION LLC
- EUROMARKET DESIGNS INC DBA CRATE &
- EUROMOTORS INC DBA MERCEDES BENZ OF
- EUROPA FUND II
- EUROPA FUND III
- EUROPACIFIC GROWTH FUND
- EUROPEAN INVESTORS
- EUROPEAN INVESTORS, INC.
- EUROPEAN STRATEGIC PARTNERS 2008B
- EUSSE JONATHAN
- EUSSE, JONATHAN
- MCCONELL & JONES, LLP
- MCCONNEL & JONES LLP
- MCCONNEL & JONES,LLP
- MCCONNELL & JONES
- MCCONNELL & JONES LLC
- MCCONNELL & JONES LLP
- MCCONNELL & JONES, CPA
- MCCONNELL & JONES, LLP
- MCCONNELL &JONES LLP
- MCCONNELL AND JONES
- MCCONNELL AND JONES LLP
- MCCONNELL JONES
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 McConnell & Jones LLP'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 | 3 | 5.77% | 7.76% | -1.99 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 8 | 15.38% | 1.71% | +13.67 pp |
| Failed to provide benefit | 3 | 5.77% | 0.14% | +5.63 pp |
| Corrective distributions | 13 | 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 McConnell & Jones LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on McConnell & Jones LLP'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 | 15 | 28.9% |
| Mercer | 13 | 25.0% |
| Strategic Advisers | 10 | 19.2% |
| Callan Associates Inc. | 7 | 13.5% |
| WTW | 7 | 13.5% |
| PIMCO | 6 | 11.5% |
| Allspring Global Investments | 3 | 5.8% |
| Dimensional Fund Advisors | 3 | 5.8% |
| Goldman Sachs Asset Management | 3 | 5.8% |
| Legal & General Investment Management America | 3 | 5.8% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).