PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. BEDERSON LLP
All providers

BEDERSON LLP

5 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9+3 YoYRank #1397 of mapped providers
Assets under administration$692M0.0%Market share · rank #4578
Fees received$392,548Median $25,000/planSum across Schedule C direct + indirect
Net wins YoY+35 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 BEDERSON LLP plan look like?
Service mix · median fees per plan
Count of plans where BEDERSON LLP ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Direct payment from the plan; Accounting (including auditing)Code 10
8$38,950
Direct payment from the plan; Contract AdministratorCode 13
1$25,000
Competitor overlap
Percent of BEDERSON 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 BEDERSON LLP.
SponsorFromAssets
ISUN, INC.PA · 472150172-001
PENSIONMARK FINANCIAL GROUP LLC$8M
HI. Q, INC.DE · 463451588-001
FIDELITY INVESTMENTS INSTITUTIONAL$50,966
FOXTROT VENTURES, INCORPORATEDDE · 462928250-001
PRINCIPAL LIFE INSURANCE COMPANY$0
THE LYONS COMPANIESKY · 260645027-002
JOHN HANCOCK LIFE INSURANCE COMPANY$0
USASF, LLCDE · 300868885-001
ADMIN. GROUP, LLC DBA TAG RESOURCES$0
Plans lost in 2024
Appeared last year under BEDERSON LLP; not this year.
SponsorToAssets
JC USA, INC.DE · 300800028-001
(new plan)$53,111
ION GEOPHYSICAL CORPORATIONDE · 222286646-001
(new plan)$4,998
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
LOCAL NO. 863 PENSION PLANNJ · 221598194-001
$369M2,320$89,3609y-
WWEC LOCAL 863 PENSION PLANNJ · 263541447-001
$190M1,989$84,9559y-
BOARD OF TRUSTEES, IBT LOCAL 863NJ · 208919589-001
$95M3,673$52,9009y-
THE WINSTON PREPARATORY SCHOOLNY · 133085860-001
$39M338$14,8334y-
HI. Q, INC.DE · 463451588-001
$50,9661$21,0001y1
THE LYONS COMPANIESKY · 260645027-002
$00$25,0001y1
UNIVERSAL SCREEN ARTS, INC.OH · 341406066-001
$00$60,5001y1
FOXTROT VENTURES, INCORPORATEDDE · 462928250-001
$00$25,0001y1
USASF, LLCDE · 300868885-001
$00$19,0001y2
Flag exposure
88.9%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 (5)
Raw Schedule C names collapsed into BEDERSON LLP.
  • BEDERSON
  • BEDERSON ACCOUNTANTS & ADVISORS
  • BEDERSON LLP
  • BEDERSON, LLP
  • BENDERSON 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 BEDERSON LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated444.44%7.76%+36.68 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions222.22%1.71%+20.51 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with BEDERSON 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
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica