BLACK & PINCKARD LLC
39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20-3 YoYRank #752 of mapped providers
Assets under administration$23.9B0.0%Market share · rank #560
Fees received$463,614Median $11,250/planSum across Schedule C direct + indirect
Net wins YoY-35 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 BLACK & PINCKARD LLC plan look like?
Service mix · median fees per plan
Count of plans where BLACK & PINCKARD LLC 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 | 7 | $11,000 | |
Investment management fees paid directly by plan; Trustee (discretionary); Investment management; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 3 | $25,000 | |
Investment advisory (plan)Code 27 | 3 | $22,594 | |
Shareholder servicing fees; Investment managementCode 28 | 3 | $0 | |
Copying and duplicating; Direct payment from the planCode 36 | 1 | $7,988 | |
Investment management fees paid directly by plan; Other fees; Direct payment from the planCode 50 | 1 | $41,081 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 | |
Other feesCode 99 | 1 | $11,000 |
Competitor overlap
Percent of BLACK & PINCKARD LLC'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 BLACK & PINCKARD LLC.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUNDIN · 352078254-001 | ANDCO CONSULTING | $173M |
RXBENEFITS, INC.AL · 631157085-001 | CAMBRIDGE INVESTMENT RESEARCH | $61M |
UNIVERSITY BANCORP, INC.MI · 382929531-002 | EPIC RETIREMENT PLAN SERVICES | $36M |
PRESTON HEALTH SERVICES, INC.AL · 203000448-001 | MURFEE MEADOWS, INC. | $9M |
Plans lost in 2024
Appeared last year under BLACK & PINCKARD LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE INFIRMARY HEALTH SYSTEM, INC.AL · 630841123-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $336M |
ANIXTER INC.IL · 362361285-010 | MERCER | $178M |
HIGH-PURITY SILICON AMERICA CORPORATIONAL · 631174563-001 | NFP RETIREMENT INC | $53M |
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLANOK · 736145795-001 | RBC WEALTH MANAGEMENT | $47M |
HL MANDO AMERICA CORPORATIONAL · 383274493-001 | ADP BROKER-DEALER | $39M |
BIRMINGHAM HEMATOLOGY & ONCOLOGY ASSOCIATES, LLCAL · 522170293-001 | AMERICAN FUNDS | $37M |
THE INFIRMARY HEALTH SYSTEM, INC.AL · 630841123-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $15M |
EPISCOPAL CHILDREN'S SERVICES, INC.FL · 591146765-001 | AMERICAN UNITED LIFE INSURANCE CO | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ERNST & YOUNG U.S. LLPNJ · 346565596-112 | $18.3B | 97,058 | $41,081 | 4y | 1 |
DXC TECHNOLOGY COMPANYVA · 611800317-001 | $2.6B | 23,214 | $104,948 | 7y | - |
BRADLEY ARANT BOULT CUMMINGS LLPAL · 630243316-001 | $694M | 1,558 | $8,750 | 10y | 1 |
ASCENSUS, LLC.PA · 113665754-001 | $622M | 6,097 | $0 | 5y | 1 |
OSRAM SYLVANIA INC.NH · 043349012-002 | $487M | 2,922 | $46,437 | 9y | 1 |
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSIONUT · 516031512-001 | $367M | 23,475 | $25,000 | 6y | - |
DRUMMOND COMPANY, INC.AL · 630653224-001 | $222M | 1,132 | $11,000 | 10y | - |
TRUSTEES OF PLUMBERS/STEAMFITTERS LOCAL 440 DEFINED CONT PENS FUNDIN · 352078254-001 | $198M | 3,604 | $7,988 | 2y | 1 |
CHROMALLOY CORPORATIONFL · 131885030-084 | $150M | 2,485 | $11,991 | 4y | - |
RXBENEFITS, INC.AL · 631157085-001 | $61M | 1,265 | $13,000 | 1y | 1 |
Flag exposure
90.0%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 (39)
Raw Schedule C names collapsed into BLACK & PINCKARD LLC.
- BLACK & PICKARD, LLC
- BLACK & PINCHARD, LLC
- BLACK & PINCKARD
- BLACK & PINCKARD LLC
- BLACK & PINCKARD, LLC
- BLACK & PINKARD LLC
- BLACK & PINKARD, LLC
- BLACK AND PINCKARD
- BLACK CREEK
- BLACK CREEK INVESTMETN MANAGEMENT
- BLACK CREEK RET PLANS INC
- BLACK DIAMOND FINANCIAL ADVISOR
- BLACK DIAMOND FINANCIAL, LLC
- BLACK HORSE
- BLACK HORSE ENTERPISES LLC
- BLACK PINCKARD LLC
- BLACK PINKARD LLC
- BLACK ROCK ADVISORS LLC
- BLACK ROCK FINANCIAL
- BLACK ROCK FINANCIAL MANAGEMENT
- BLACK ROCK FINANCIAL MANAGEMENT INC
- BLACK ROCK FINANCIAL MGMT, INC.
- BLACK ROCK FUND ADVISORS
- BLACK ROCK FUNDS
- BLACK ROCK INST'L TRUST CO, N.A.
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 BLACK & PINCKARD LLC'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 | 5.00% | 7.76% | -2.76 pp |
| Fidelity bond gap | 1 | 5.00% | 26.94% | -21.94 pp |
| Late contributions | 3 | 15.00% | 1.71% | +13.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 15.00% | 1.76% | +13.24 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 BLACK & PINCKARD LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent