BALDWIN & BALDWIN PLLC
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served78+52 YoYRank #259 of mapped providers
Assets under administration$4.7B0.0%Market share · rank #2104
Fees received$3MMedian $27,749/planSum across Schedule C direct + indirect
Net wins YoY+5052 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 BALDWIN & BALDWIN PLLC plan look like?
Service mix · median fees per plan
Count of plans where BALDWIN & BALDWIN PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other feesCode 27 | 38 | $42,574 | |
Accounting (including auditing)Code 10 | 26 | $17,708 | |
Investment management; Direct payment from the planCode 28 | 4 | $11,957 | |
Consulting (general); Investment advisory (plan)Code 16 | 3 | $42,900 | |
Investment management fees paid directly by plan; Investment management; Investment advisory (plan); Investment advisory (participants)Code 26 | 3 | $31,315 | |
Other feesCode 99 | 3 | $8,989 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Insurance servicesCode 15 | 1 | $33,266 |
Competitor overlap
Percent of BALDWIN & BALDWIN PLLC'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 BALDWIN & BALDWIN PLLC.
| Sponsor | From | Assets |
|---|---|---|
ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC.CA · 262658878-001 | BURNHAM GIBSON WEALTH ADVISORS, INC | $341M |
DWWTOCA · 952746122-002 | BURNHAM GIBSON WEALTH ADVISORS, INC | $135M |
MAG DS CORP.VA · 800452944-001 | CHARLES SCHWAB & CO., INC. | $114M |
LA PETITE ACADEMY, INC.MI · 431243221-003 | PRINCIPAL LIFE INSURANCE COMPANY | $101M |
ORANGE COAST TITLE COMPANYCA · 952871609-001 | BURNHAM GIBSON WEALTH ADVISORS, INC | $73M |
CREDIT UNION OF SOUTHERN CALIFORNIACA · 951818041-002 | MORGAN STANLEY SMITH BARNEY | $55M |
5.11, INC.CA · 611443499-001 | BURNHAM GIBSON WEALTH ADVISORS, INC | $48M |
THE RAYMOND GROUPCA · 330782809-002 | BURNHAM GIBSON WEALTH ADVISORS, INC | $45M |
RED.COM, INC. DBA RED DIGITAL CINEMACA · 912029489-001 | BURNHAM GIBSON WEALTH ADVISORS, INC | $44M |
AUDITBOARD, INC.CA · 471299245-001 | BURNHAM GIBSON WEALTH ADVISORS, INC | $41M |
Plans lost in 2024
Appeared last year under BALDWIN & BALDWIN PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
COLORADO CONTRACTORS OPEN SHOP EMPLOYERS MASTER RETIREMENT TRUSTMI · 516095686-002 | BENESYS, INC. | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLANAZ · 860434707-002 | $461M | 9,484 | $35,103 | 10y | 1 |
BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLANAZ · 866025734-001 | $419M | 5,112 | $36,308 | 10y | - |
ELEMENT MATERIALS TECHNOLOGY HOLDING USA INC.CA · 262658878-001 | $341M | 4,735 | $74,976 | 1y | 2 |
CARLTON FIELDS, P.A.FL · 591233896-002 | $316M | 957 | $8,000 | 1y | 1 |
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUNDAZ · 866025732-002 | $313M | 8,185 | $21,982 | 9y | - |
UTAH SHEET METAL PENSION TRUSTUT · 876156446-001 | $249M | 1,602 | $20,293 | 2y | - |
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUNDNM · 516105542-001 | $239M | 2,603 | $15,123 | 10y | - |
B OF T IBEW LOCAL 640 & AZ CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | $229M | 4,507 | $33,392 | 10y | - |
B OF T IBEW LOCAL NO 640 & AZ CHAPTER NECA DEFINED CONTRIBUTION PLANAZ · 860323980-002 | $137M | 6,401 | $25,966 | 10y | - |
DWWTOCA · 952746122-002 | $135M | 2,106 | $90,223 | 1y | 1 |
Flag exposure
94.9%Market: 89.2%
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 (26)
Raw Schedule C names collapsed into BALDWIN & BALDWIN PLLC.
- BALDWIN & BALDWIN
- BALDWIN & BALDWIN PLLC
- BALDWIN & BALDWIN, PLLC
- BALDWIN & BALLDWIN PLLC
- BALDWIN & BALWIN PLLC
- BALDWIN CPA'S, PLLC
- BALDWIN CPAS
- BALDWIN CPAS DBA RPR
- BALDWIN CPAS PLLC
- BALDWIN CPAS, PLLC
- BALDWIN GROUP WEALTH ADVISORS
- BALDWIN GROUP WEALTH ADVISORS LLC
- BALDWIN GROUP WEALTH ADVISORS, LLC
- BALDWIN KRYSTYN SHERMAN
- BALDWIN MOFFIT PLLC
- BALDWIN MOFFITT BEHM LLP
- BALDWIN MOFFITT BEHM PLLC
- BALDWIN MOFFITT PLLC
- BALDWIN MOFFITT PPLC
- THE BALDWIN GR WEALTH ADVS
- THE BALDWIN GROUP WEALTH
- THE BALDWIN GROUP WEALTH ADV LLC
- THE BALDWIN GROUP WEALTH ADVIS
- THE BALDWIN GROUP WEALTH ADVISORS
- THE BALDWIN GROUP WEALTH ADVISORS L
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 BALDWIN & BALDWIN PLLC'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 | 4 | 5.13% | 26.94% | -21.81 pp |
| Late contributions | 18 | 23.08% | 1.71% | +21.36 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 20 | 25.64% | 1.76% | +23.88 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 BALDWIN & BALDWIN PLLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).