Poyner Spruill LLP
attorney10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2752 of mapped providers
Assets under administration$20.6B0.0%Market share · rank #658
Fees received$124,900Median $12,909/planSum across Schedule C direct + indirect
Net wins YoY+12 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 Poyner Spruill LLP plan look like?
Service mix · median fees per plan
Count of plans where Poyner Spruill LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 5 | $12,909 |
Competitor overlap
Percent of Poyner Spruill 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 Poyner Spruill LLP.
| Sponsor | From | Assets |
|---|---|---|
THRYV HOLDINGS INC.TX · 132740040-009 | Strategic Advisers | $841M |
ARROWOOD INDEMNITY COMPANYNC · 135358230-004 | Merrill | $113M |
Plans lost in 2024
Appeared last year under Poyner Spruill LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THRYV HOLDINGS, INC.TX · 132740040-007 | Wells Fargo | $288M |
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 | $8,878 | 4y | - |
THRYV HOLDINGS INC.TX · 132740040-009 | $841M | 4,849 | $12,909 | 5y | - |
ARROWPOINT GROUP, INCNC · 562003160-003 | $525M | 6,033 | $7,310 | 3y | - |
ARROWOOD INDEMNITY COMPANYNC · 135358230-004 | $113M | 394 | $18,872 | 1y | - |
THRYV HOLDINGS, INC.TX · 132740040-010 | $48M | 845 | $76,931 | 7y | - |
Flag exposure
80.0%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 (10)
Raw Schedule C names collapsed into Poyner Spruill LLP.
- GREAT WEST FINANCIAL
- GREAT WEST/EMPOWER
- GREAT-WEST FINAN RET PLAN SVC, LLC
- GREAT-WEST FINANCIAL
- GREAT-WEST FINANCIAL PRS LLC
- POYNER & SPRUILL LLP
- POYNER & SPRULL LLP
- POYNER SPRUILL
- POYNER SPRUILL LLC
- POYNER SPRUILL LLP
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 Poyner Spruill 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 Poyner Spruill 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 Poyner Spruill 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 |
|---|---|---|
| Mercer | 2 | 40.0% |
| Acadian Asset Management | 1 | 20.0% |
| Aon | 1 | 20.0% |
| Aristotle Capital Management | 1 | 20.0% |
| Barings | 1 | 20.0% |
| Blue Sky 401(k) Specialists | 1 | 20.0% |
| Bridgewater Advisors Inc | 1 | 20.0% |
| Callan Associates Inc. | 1 | 20.0% |
| Camden Asset Management | 1 | 20.0% |
| Clearwater Analytics | 1 | 20.0% |