BARLETT O'NEILL CONSULTING INC.
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3025 of mapped providers
Assets under administration$8.7B0.0%Market share · rank #1336
Fees received$216,916Median $30,431/planSum across Schedule C direct + indirect
Net wins YoY+11 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 BARLETT O'NEILL CONSULTING INC. plan look like?
Service mix · median fees per plan
Count of plans where BARLETT O'NEILL CONSULTING INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $10,235 | |
Consulting (general)Code 16 | 1 | $30,431 | |
Other servicesCode 49 | 1 | $176,250 |
Competitor overlap
Percent of BARLETT O'NEILL CONSULTING INC.'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 BARLETT O'NEILL CONSULTING INC..
| Sponsor | From | Assets |
|---|---|---|
SONEPAR MANAGEMENT US, INCSC · 232975775-001 | VISIONS INC | $1.2B |
Plans lost in 2024
Appeared last year under BARLETT O'NEILL CONSULTING INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CRH AMERICAS, INC.GA · 953298140-002 | $4.2B | 52,581 | $176,250 | 5y | 2 |
INTERCONTINENTAL EXCHANGE, INC.GA · 462286804-001 | $3.3B | 12,575 | $30,431 | 8y | 1 |
SONEPAR MANAGEMENT US, INCSC · 232975775-001 | $1.2B | 13,478 | $10,235 | 2y | 2 |
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 (8)
Raw Schedule C names collapsed into BARLETT O'NEILL CONSULTING INC..
- BARLETT O'NEILL CONSULTING INC.
- BARLETTE O'NEILL CONSULTING
- BARTLETT O'NEILL CONSULT
- BARTLETT O'NEILL CONSULTING
- BARTLETT O'NEILL CONSULTING INC
- BARTLETT O'NEILL CONSULTING INC.
- BARTLETT ONEILL CONSULTING INC
- BARTLETTE O'NEILL CONSULTING
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 BARLETT O'NEILL CONSULTING INC.'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 | 66.67% | 1.71% | +64.95 pp |
| Failed to provide benefit | 1 | 33.33% | 0.14% | +33.19 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 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 BARLETT O'NEILL CONSULTING INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent