McKonly & Asbury LLP
auditor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+7 YoYRank #1089 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3468
Fees received$225,923Median $14,560/planSum across Schedule C direct + indirect
Net wins YoY+79 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 McKonly & Asbury LLP plan look like?
Service mix · median fees per plan
Count of plans where McKonly & Asbury LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 16 | $14,560 |
Competitor overlap
Percent of McKonly & Asbury 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 McKonly & Asbury LLP.
| Sponsor | From | Assets |
|---|---|---|
D & H CORPORATE GROUP INC.PA · 882009462-002 | UHY Advisors | $289M |
SOJITZ CORPORATION OF AMERICANY · 135610360-002 | Bencivenga Ward & Company, CPAS, PC | $96M |
SOJITZ CORPORATION OF AMERICACA · 464933173-001 | Bencivenga Ward & Company, CPAS, PC | $41M |
ISLAMIC RELIEF USAVA · 954453134-001 | Saturna Capital Corporation | $13M |
SOJITZ CORPORATION OF AMERICANY · 135610360-001 | Bencivenga Ward & Company, CPAS, PC | $12M |
POND LEHOCKY LLPPA · 464224793-001 | Morris J. Cohen & Co. | $10M |
SOJITZ CORPORATION OF AMERICANY · 135610360-003 | Bencivenga Ward & Company, CPAS, PC | $9M |
CL CRESSLER, INC.PA · 251867644-001 | LETORT MANAGEMENT & TRUST CO. | $5M |
WEXCO INCORPORATEDOR · 232441123-002 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under McKonly & Asbury LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
PENNSYLVANIA STATE EDUCATION ASSOCIATIONPA · 230961125-002 | T. Rowe Price | $61M |
WOODSTREAM CORPORATIONPA · 230361930-001 | Fidelity Investments | $42M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VOITH US INC.PA · 392042166-002 | $419M | 2,387 | $22,360 | 7y | 1 |
ENVIRI CORPORATIONPA · 231483991-219 | $184M | 4,249 | $27,872 | 10y | - |
SOJITZ CORPORATION OF AMERICANY · 135610360-002 | $96M | 499 | $14,560 | 1y | 3 |
WAGMAN, INC.PA · 232200489-001 | $93M | 721 | $6,760 | 9y | - |
PENNSYLVANIA STATE EDUCATION ASSOCIATIONPA · 230961125-002 | $76M | 351 | $11,918 | 9y | - |
THE REGENTS OF MERCERSBURG COLLEGE MERCERSBURG ACADEMYPA · 231365963-004 | $59M | 360 | $13,280 | 7y | - |
SOJITZ CORPORATION OF AMERICACA · 464933173-001 | $41M | 618 | $14,560 | 1y | 2 |
VOITH US INC.PA · 392042166-012 | $36M | 321 | $14,872 | 4y | 1 |
NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC.DC · 530115267-334 | $28M | 115 | $17,160 | 3y | - |
BRUBACHER EXCAVATING, INC.PA · 232073860-002 | $22M | 338 | $9,275 | 3y | - |
Flag exposure
75.0%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 (13)
Raw Schedule C names collapsed into McKonly & Asbury LLP.
- EVOLVE BANK & TRUST
- EVOLVE BANK AND TRUST
- EVOLVE FINANCIAL
- EVOLVE MEDIA, LLC
- MCKONLEY & ASBURY
- MCKONLY & ASBURY
- MCKONLY & ASBURY CPA
- MCKONLY & ASBURY LLP
- MCKONLY & ASBURY, LLP
- MCKONLY & ASHBURY, LLP
- MCKONLY AND ASBURY LLP
- MCKONLY AND ASHBURY LLP
- MCKONLY&ASBURY
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 McKonly & Asbury 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 37.50% | 1.71% | +35.79 pp |
| Failed to provide benefit | 1 | 6.25% | 0.14% | +6.11 pp |
| Corrective distributions | 2 | 12.50% | 1.76% | +10.74 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 McKonly & Asbury LLP. 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 McKonly & Asbury 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 |
|---|---|---|
| Harper Danesh LLC | 3 | 18.8% |
| Strategic Advisers | 2 | 12.5% |
| WTW | 2 | 12.5% |
| American Century | 1 | 6.3% |
| Aon | 1 | 6.3% |
| Comstock Advisors | 1 | 6.3% |
| Michael Berg Consulting LLC | 1 | 6.3% |
| SageView | 1 | 6.3% |
| Saturna Capital Corporation | 1 | 6.3% |
| SEI Investments | 1 | 6.3% |