BEENE GARTER LLP
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-8 YoYRank #4556 of mapped providers
Assets under administration$63M0.0%Market share · rank #7919
Fees received$14,580Median $7,290/planSum across Schedule C direct + indirect
Net wins YoY-80 won · 8 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 BEENE GARTER LLP plan look like?
Service mix · median fees per plan
Count of plans where BEENE GARTER LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other feesCode 15 | 2 | $7,290 |
Competitor overlap
Percent of BEENE GARTER 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 BEENE GARTER LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BEENE GARTER LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOYNE USA, INC.MI · 381301850-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $72M |
STRUCTURAL CONCEPTS CORPORATIONMI · 382151875-002 | DOEREN MAYHEW | $34M |
UNITED METHODIST RETIREMENT COMMUNITIES, INC.MI · 381366908-001 | DOEREN MAYHEW ADVISORS | $27M |
LOWERY CORPORATIONMI · 382722889-001 | DOEREN MAYHEW | $27M |
KOOPS, INC.MI · 383266325-001 | DOEREN MAYHEW | $17M |
CASCADE DIE CASTING GROUP, INC.MI · 382628089-003 | LINCOLN NATIONAL CORPORATION | $8M |
MILLER INDUSTRIES LLCMI · 471107720-001 | DOEREN MAYHEW ADVISORS | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CHERRY STREET SERVICES, INC.MI · 382853534-001 | $42M | 943 | $6,168 | 10y | 1 |
PIONEER INCORPORATEDMI · 386061916-002 | $21M | 283 | $8,412 | 5y | 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 (7)
Raw Schedule C names collapsed into BEENE GARTER LLP.
- BEENE GARTER
- BEENE GARTER A DOEREN MAYHEW FIRM
- BEENE GARTER A DOEREN MAYNEW FIRM
- BEENE GARTER LLP
- BEENE GARTER, A DOEREN MAYHEW FIRM
- BEENE GARTER, LLP
- BEENE GARTNER 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 BEENE GARTER 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 50.00% | 1.76% | +48.24 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 BEENE GARTER 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