Patterson Belknap Webb & Tyler LLP
attorney16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #5143 of mapped providers
Assets under administration$214M0.0%Market share · rank #5577
Fees received$186,386Median $93,193/planSum across Schedule C direct + indirect
Net wins YoY+02 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 Patterson Belknap Webb & Tyler LLP plan look like?
Service mix · median fees per plan
Count of plans where Patterson Belknap Webb & Tyler LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
LegalCode 29 | 2 | $93,193 |
Competitor overlap
Percent of Patterson Belknap Webb & Tyler 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 Patterson Belknap Webb & Tyler LLP.
| Sponsor | From | Assets |
|---|---|---|
AMPEX CORPORATIONCT · 133667696-009 | Pinnacle Associates Ltd | $109M |
FUND FOR THE CITY OF NEW YORK, INC.NY · 132612524-004 | (new plan) | $105M |
Plans lost in 2024
Appeared last year under Patterson Belknap Webb & Tyler LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | JPMorgan Chase | $3.6B |
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLANNY · 136321489-333 | Pentegra Retirement Services Inc. | $2.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMPEX CORPORATIONCT · 133667696-009 | $109M | 1,238 | $168,373 | 1y | - |
FUND FOR THE CITY OF NEW YORK, INC.NY · 132612524-004 | $105M | 1,147 | $18,013 | 1y | - |
Flag exposure
50.0%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 (16)
Raw Schedule C names collapsed into Patterson Belknap Webb & Tyler LLP.
- GENEVA INVESTMENT MANAGEMENT
- GENEVA INVESTMENT MANAGEMENT CO
- GENEVA INVESTMENT MGMT LLC DBA
- GENEVA INVESTMENT MGMT OF CHICAGO
- GENEVA INVESTMENT MGMT, LLC
- PATTERSON BELKNAP
- PATTERSON BELKNAP WEBB & TYLER
- PATTERSON BELKNAP WEBB & TYLER LLP
- PATTERSON BELKNAP WEBB AND TYLER
- PATTERSON BELKNAPP
- PATTERSON BELKNAPP WEBB & TYLER LLP
- PATTERSON, BELKNAP WEBB & TYLER
- PATTERSON, BELKNAP, WEBB & TYLER
- PATTERSON, BELLNAP, WEBB & TAYLOR
- PATTERSON,BELKNAP, WEBB & TYLER
- PATTERSON,BELKNAP,WEBB & TYLER
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 Patterson Belknap Webb & Tyler 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 | 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 Patterson Belknap Webb & Tyler 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 Patterson Belknap Webb & Tyler 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 |
|---|---|---|
| AndCo Consulting | 1 | 50.0% |
| BCG Pension Risk Consultants | 1 | 50.0% |
| Fiducient Advisors | 1 | 50.0% |
| Wells Capital Management | 1 | 50.0% |