Parkland Securities LLC
broker11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3304 of mapped providers
Assets under administration$59M0.0%Market share · rank #7118
Fees received$68,402Median $12,117/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 Parkland Securities LLC plan look like?
Service mix · median fees per plan
Count of plans where Parkland Securities LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $28,156 | |
Insurance agents and brokersCode 22 | 1 | $6,046 | |
Finders' fees / placement feesCode 61 | 1 | $0 |
Competitor overlap
Percent of Parkland Securities LLC'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 Parkland Securities LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Parkland Securities LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RANDY MARION CHEVROLET BUICK CADILLAC, LLCNC · 561710582-001 | $25M | 1,207 | $44,168 | 4y | 1 |
GRACE COMMUNITY HEALTH CENTER, INC.KY · 261779437-001 | $18M | 525 | $12,143 | 5y | - |
SOUTHERN JERSEY FAMILY MEDICAL CENTERS, INC.NJ · 222159336-001 | $14M | 379 | $12,091 | 10y | - |
SAINT JEAN INDUSTRIES, INC.AR · 205408618-001 | $2M | 464 | $0 | 6y | 1 |
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 (11)
Raw Schedule C names collapsed into Parkland Securities LLC.
- GE ASSET MANAGEMENT
- GE ASSET MANAGEMENT INC.
- GE ASSET MANAGEMENT INCORPORATED
- GE ASSET MANAGEMENT, INC.
- GE CAPITAL
- GEARTY & MCINTYRE, LLP, CPA'S
- PARKLAND SECURITIES
- PARKLAND SECURITIES LLC
- PARKLAND SECURITIES PROVIDER
- PARKLAND SECURITIES, INC.
- PARKLAND SECURITIES, LLC
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 Parkland Securities LLC'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 | 25.00% | 1.71% | +23.29 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 Parkland Securities LLC. 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 Parkland Securities LLC'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 |
|---|---|---|
| Anew 401(k) TPA LLC | 1 | 25.0% |
| Strategic Advisers | 1 | 25.0% |