BARFIELD MURPHY SHANK & SMITH LLC
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2398 of mapped providers
Assets under administration$800M0.0%Market share · rank #4416
Fees received$87,810Median $20,775/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 BARFIELD MURPHY SHANK & SMITH LLC plan look like?
Service mix · median fees per plan
Count of plans where BARFIELD MURPHY SHANK & SMITH LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 4 | $20,775 |
Competitor overlap
Percent of BARFIELD MURPHY SHANK & SMITH 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 BARFIELD MURPHY SHANK & SMITH LLC.
| Sponsor | From | Assets |
|---|---|---|
ATLANTIC CONTAINER LINE (USA) LLCNJ · 800648054-002 | T ROWE PRICE RPS INC | $61M |
SUMMIT 7 SYSTEMS, LLCAL · 271467561-001 | NORTHWESTERN MUTUAL INVESTMENT SERV | $8M |
Plans lost in 2024
Appeared last year under BARFIELD MURPHY SHANK & SMITH 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 |
|---|---|---|---|---|---|
O'NEAL STEEL, INC.AL · 630196990-002 | $426M | 3,863 | $29,500 | 10y | 1 |
STARFISH HOLDINGS, INC.AL · 471834100-001 | $304M | 2,379 | $16,760 | 5y | 1 |
ATLANTIC CONTAINER LINE (USA) LLCNJ · 800648054-002 | $61M | 188 | $19,955 | 1y | 1 |
SUMMIT 7 SYSTEMS, LLCAL · 271467561-001 | $8M | 244 | $21,595 | 1y | - |
Flag exposure
100.0%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 (12)
Raw Schedule C names collapsed into BARFIELD MURPHY SHANK & SMITH LLC.
- BARFIELD MURPHY SHANK
- BARFIELD MURPHY SHANK &
- BARFIELD MURPHY SHANK & SMITH LLC
- BARFIELD MURPHY SHANK AND SMITH LLC
- BARFIELD, MURPHY, SHANK & SMITH LLC
- BARFIELD, MURPHY, SHANK & SMITH, L
- BMS LLC
- BMS&S, LLC
- BMSS
- BMSS ADVISORS & CPAS
- BMSS LLC
- BMSS, LLC
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 BARFIELD MURPHY SHANK & SMITH 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 | 2 | 50.00% | 1.71% | +48.29 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 BARFIELD MURPHY SHANK & SMITH 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