Professional Accounting Services
auditor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #4229 of mapped providers
Assets under administration$527M0.0%Market share · rank #4585
Fees received$39,000Median $12,000/planSum across Schedule C direct + indirect
Net wins YoY+33 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 Professional Accounting Services plan look like?
Service mix · median fees per plan
Count of plans where Professional Accounting Services ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 3 | $12,000 |
Competitor overlap
Percent of Professional Accounting Services'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 Professional Accounting Services.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMPIL · 367270398-001 | Voya | $332M |
TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIOIL · 366527340-001 | NICK THOMPSON | $152M |
TRUSTEES OF LIQUOR & ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUNDIL · 516035372-001 | Belmont Bank & Trust | $29M |
Plans lost in 2024
Appeared last year under Professional Accounting Services; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMPIL · 367270398-001 | $332M | 2,869 | $9,000 | 1y | - |
TRUSTEES OF ALLIED WORKERS UNION LOCAL NO 3 PENSION PLAN SALES DIVISIOIL · 366527340-001 | $163M | 2,616 | $18,000 | 2y | - |
TRUSTEES OF LIQUOR & ALLIED WORKERS UNION LOCAL NO. 3 PENSION FUNDIL · 516035372-001 | $33M | 757 | $12,000 | 2y | - |
Flag exposure
66.7%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 (4)
Raw Schedule C names collapsed into Professional Accounting Services.
- GREG W. ISLEY, CPA
- GREG W. ISLEY, CPA, PA
- PROFESSIONAL ACCOUNTING SERVICES
- PROFESSIONAL ACCOUNTING SERVICES, L
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 Professional Accounting Services'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 Professional Accounting Services. 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 Professional Accounting Services'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 |
|---|---|---|
| Elite Admin & Insurance Group, Inc. | 3 | 100.0% |
| Keebeck Wealth Management | 2 | 66.7% |
| Segal Consulting | 2 | 66.7% |