BERDON LLP
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-15 YoYRank #5926 of mapped providers
Assets under administration$18M0.0%Market share · rank #9661
Fees received$23,000Median $23,000/planSum across Schedule C direct + indirect
Net wins YoY-151 won · 16 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 BERDON LLP plan look like?
Service mix · median fees per plan
Count of plans where BERDON LLP 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 | 1 | $23,000 |
Competitor overlap
Percent of BERDON 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 BERDON LLP.
| Sponsor | From | Assets |
|---|---|---|
NORTON ROSE FULBRIGHT US LLPNY · 741201087-009 | ERNST & YOUNG LLP | $18M |
Plans lost in 2024
Appeared last year under BERDON LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES U.F.C.W. LOCAL 1500 PENSION FUNDNY · 237176372-001 | CITRIN COOPERMAN | $880M |
BOARD OF TRUSTEES LOCAL 138, 138A, 138B & 138C IUOE ANNUITY FUNDNY · 112653717-002 | CITRIN COOPERMAN | $330M |
PLUMBERS LOCAL UNION NO 200 PENSION FUND BOARD OF TRUSTEESNY · 113125387-001 | CITRIN COOPERMAN | $110M |
PLUMBERS LOCAL UNION NO. 200 SUPPLEMENTAL VESTED ANNUITY FUNDNY · 113124801-002 | CITRIN COOPERMAN | $76M |
LANDMAN CORSI BALLAINE & FORD P.C.NY · 133845180-001 | EFPR GROUP, CPAS, PLLC | $61M |
BOARD OF TRUSTEES OF LOCAL 1102 AMALGAMATED PENSION FUNDNY · 116189397-001 | CITRIN COOPERMAN | $47M |
LABATON SUCHAROW LLPNY · 131987846-001 | CITRIN COOPERMAN | $47M |
RUSKIN MOSCOU FALTISCHEK, P.C.NY · 112301137-002 | CITRIN COOPERMAN | $46M |
BOARD OF TRUSTEES UFCW LOCAL 1500 ANNUITY FUNDNY · 475675902-001 | CITRIN COOPERMAN | $37M |
LOCAL 1102 RETIREMENT TRUSTNY · 131847329-001 | CITRIN COOPERMAN | $36M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTON ROSE FULBRIGHT US LLPNY · 741201087-009 | $18M | 495 | $23,000 | 4y | - |
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 (4)
Raw Schedule C names collapsed into BERDON LLP.
- BERDON
- BERDON ACCOUNTANTS AND ADVISORS
- BERDON LLP
- BERDON, 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 BERDON 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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 BERDON 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