BARTLETT, PRINGLE & WOLF, LLP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2258 of mapped providers
Assets under administration$586M0.0%Market share · rank #4818
Fees received$86,530Median $18,110/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 BARTLETT, PRINGLE & WOLF, LLP plan look like?
Service mix · median fees per plan
Count of plans where BARTLETT, PRINGLE & WOLF, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 5 | $18,110 |
Competitor overlap
Percent of BARTLETT, PRINGLE & WOLF, 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 BARTLETT, PRINGLE & WOLF, LLP.
| Sponsor | From | Assets |
|---|---|---|
GREEN HILLS SOFTWARE LLCCA · 954079433-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $125M |
COMMUNITY WEST BANCSHARESCA · 770446957-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $0 |
Plans lost in 2024
Appeared last year under BARTLETT, PRINGLE & WOLF, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SB AUTOMOTIVE, LLLP DBA SANTA BARBARA AUTO GROUPCA · 200772500-001 | (new plan) | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SONOS, INC.CA · 030479476-001 | $208M | 1,685 | $23,182 | 4y | 1 |
QAD INC.CA · 770105228-001 | $189M | 854 | $8,929 | 10y | 1 |
GREEN HILLS SOFTWARE LLCCA · 954079433-001 | $125M | 412 | $25,745 | 4y | - |
LEDCOR CONTRACTORS GROUP, INC.CA · 980081193-006 | $64M | 1,462 | $10,564 | 3y | 2 |
COMMUNITY WEST BANCSHARESCA · 770446957-001 | $0 | 0 | $18,110 | 1y | 1 |
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 BARTLETT, PRINGLE & WOLF, LLP.
- BARLETT PRINGLE & WOLF LLP
- BARLETT, PRINGLE & WOLF, LLP
- BARTLETT O'NEILL
- BARTLETT PRINGLE & WOLF LLP
- BARTLETT PRINGLE & WOLF, LLP
- BARTLETT PRINGLE WOLF, LLP
- BARTLETT, PRINGLE & WOLF, LLP
- BARTLETT, PRINGLE, & WOLF, LLP
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 BARTLETT, PRINGLE & WOLF, 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 | 1 | 20.00% | 7.76% | +12.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 1 | 20.00% | 0.14% | +19.86 pp |
| Corrective distributions | 2 | 40.00% | 1.76% | +38.24 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 BARTLETT, PRINGLE & WOLF, 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