BERRY DUNN
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27-5 YoYRank #578 of mapped providers
Assets under administration$4.2B0.0%Market share · rank #2115
Fees received$368,125Median $12,000/planSum across Schedule C direct + indirect
Net wins YoY-59 won · 14 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 BERRY DUNN plan look like?
Service mix · median fees per plan
Count of plans where BERRY DUNN 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 | 23 | $13,920 | |
Other feesCode 99 | 3 | $9,675 | |
LegalCode 29 | 1 | $2,681 |
Competitor overlap
Percent of BERRY DUNN'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 BERRY DUNN.
| Sponsor | From | Assets |
|---|---|---|
SUNRISE MEDICAL (US) LLCCA · 272381917-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $78M |
DECHRA VETERINARY PRODUCTS, LLCKS · 202624279-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $70M |
KENNEBEC SAVINGS BANKME · 010100490-002 | LINCOLN NATIONAL CORPORATION | $50M |
BRATTLEBORO MEMORIAL HOSPITALVT · 030107300-003 | EPIC RETIREMENT PLAN SERVICES | $46M |
STONE COAST FUND SERVICES LLCME · 061781234-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $33M |
BRATTLEBORO MEMORIAL HOSPITALVT · 030107300-002 | MORNINGSTAR | $29M |
GAME CREEK VIDEO, LLCNH · 043209664-001 | STRATEGIC ADVISORS, INC. | $27M |
COMBINED MANAGEMENT, INC.ME · 010469265-001 | SWANSON INVESTMENTS, LLC | $8M |
FIRST CALL HOME HEALTH, LLCOR · 753085499-001 | PRINCIPAL LIFE INSURANCE COMPANY | $5M |
Plans lost in 2024
Appeared last year under BERRY DUNN; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY OF NEW ENGLANDME · 010211810-001 | FID INV INST OPS CO | $227M |
PRESIDENT AND TRUSTEES OF BATES COLLEGEME · 010211781-002 | BDMP ASSURANCE, LLP | $156M |
PRESIDENT AND TRUSTEES OF BATES COLLEGEME · 010211781-005 | BDMP ASSURANCE, LLP | $156M |
CROSS FINANCIAL CORPORATIONME · 010507032-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $121M |
THE COLONY GROUP, LLCMA · 900751149-001 | SENTINEL PENSION ADVISORS | $71M |
BRATTLEBORO RETREATVT · 030107360-002 | LINCOLN NATIONAL CORPORATION | $38M |
SDI STORES, LLCCT · 821264751-004 | CLIFTONLARSONALLEN LLP | $35M |
GENTLE GIANT EMPLOYMENT COMPANY, LLCMA · 261450182-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $33M |
ANDROSCOGGIN HOME CARE AND HOSPICEME · 010227184-001 | BDMP ASSURANCE, LLP | $33M |
HEALTHREACH COMMUNITY HEALTH CENTERSME · 016023664-002 | LINCOLN NATIONAL CORPORATION | $21M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTHME · 010527066-002 | $1.2B | 14,658 | $18,285 | 10y | 1 |
WORCESTER POLYTECHNIC INSTITUTEMA · 042121659-001 | $687M | 2,981 | $16,200 | 3y | - |
PC CONNECTION, INC.NH · 020513618-001 | $439M | 3,235 | $10,000 | 3y | 1 |
EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTHME · 010527066-001 | $299M | 7,256 | $10,535 | 10y | - |
BOWDOIN COLLEGEME · 010215213-004 | $277M | 1,867 | $10,000 | 7y | - |
NORWICH UNIVERSITYVT · 030179424-001 | $176M | 1,875 | $16,200 | 4y | - |
SAINT ANSELM COLLEGENH · 020222182-001 | $133M | 978 | $10,500 | 6y | - |
ENTERPRISE BANK AND TRUST COMPANYMA · 042993547-001 | $128M | 726 | $6,000 | 4y | - |
PRETI, FLAHERTY, BELIVEAU & PACHIOS LLPME · 010502585-002 | $128M | 316 | $13,920 | 9y | - |
HARTWICK COLLEGENY · 150533561-001 | $105M | 836 | $15,000 | 7y | - |
Flag exposure
63.0%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 (24)
Raw Schedule C names collapsed into BERRY DUNN.
- BERRY & TUDOR PC
- BERRY DUNN
- BERRY DUNN MCNEIL
- BERRY DUNN MCNEIL & PARK
- BERRY DUNN MCNEIL & PARKER
- BERRY DUNN MCNEIL & PARKER LLC
- BERRY DUNN MCNEIL & PARKER, LLC
- BERRY DUNN MCNEIL AND PARKER
- BERRY DUNN MCNEIL AND PARKER LCL
- BERRY DUNN MCNEIL AND PARKER LLC
- BERRY DUNN MCNEIL AND PARKER, LLC
- BERRY DUNN MCNEIL PARKER LLC
- BERRY DUNN MCNEIL PARKER, LLC
- BERRY DUNN MCNEIL& PARKER LLC
- BERRY DUNN MCNELL & PARKER LLC DBA
- BERRY, DUNN MCNEIL & PARKER
- BERRY, DUNN, MCNEIL & PARKER
- BERRY, DUNN, MCNEIL & PARKER LLC
- BERRY, DUNN, MCNEIL & PARKER, LLC
- BERRY, DUNN, MCNEIL, & PARKER, LLC
- BERRY,DUNN,MCNEIL & PARKER LLC
- BERRYDUNN
- BERY DUNN MCNEIL & PARKER
- THE BERRY GROUP LLC
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 BERRY DUNN'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 | 6 | 22.22% | 1.76% | +20.46 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 BERRY DUNN. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).