BLAKE & UHLIG, P.A.
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-1 YoYRank #765 of mapped providers
Assets under administration$14.5B0.0%Market share · rank #912
Fees received$1MMedian $68,660/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 BLAKE & UHLIG, P.A. plan look like?
Service mix · median fees per plan
Count of plans where BLAKE & UHLIG, P.A. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 21 | $68,660 |
Competitor overlap
Percent of BLAKE & UHLIG, P.A.'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 BLAKE & UHLIG, P.A..
| Sponsor | From | Assets |
|---|---|---|
CENTRAL IOWA SHEET METAL WORKERS SUPPLEMENTAL RETIREMENT 401(K)IA · 421401231-001 | FIDUCIENT ADVISORS LLC | $62M |
Plans lost in 2024
Appeared last year under BLAKE & UHLIG, P.A.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | REINHART BOERNER VAN DEUREN S.C. | $1.3B |
TRUSTEES OF THE INTN'L BROTHERHOOD OF BOILERMAKERS IRON SHIP BUILDERS,MO · 486031851-001 | THE SEGAL COMPANY | $140M |
IRON WORKERS LOCAL NO. 67 DEFINED CONTRIBUTION FUNDIA · 426585596-002 | MELISSA BAILEY | $32M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $19,749 | 10y | - |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001 | $1.3B | 21,064 | $215,888 | 10y | - |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-002 | $1.1B | 23,721 | $131,640 | 10y | 1 |
BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUNDMO · 436059213-001 | $1.0B | 7,502 | $148,985 | 10y | - |
BENEFITS COMMITTEE OF THE NATIONAL HOCKEY LEAGUE RETIREMENT BENEFITS PNY · 462555356-001 | $865M | 2,380 | $13,389 | 10y | - |
IBEW LOCAL NO. 347 & IOWA CHAPTER OF NECA, JOINT BOARD OF TRUSTEESMI · 454356227-001 | $432M | 3,517 | $105,149 | 10y | 1 |
OMAHA CONST. IND. PENSION PLAN JOINT BOARD OF TRUSTEESNE · 470468085-001 | $356M | 4,711 | $85,337 | 10y | - |
IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEESNE · 476061061-002 | $353M | 3,296 | $90,721 | 10y | - |
PIPE FITTERS LOCAL NO 533 PENSION PLANMO · 436175719-001 | $330M | 2,321 | $104,387 | 10y | - |
PIPE FITTERS LOCAL NO 533 INDIVIDUAL ACCOUNT PLANMO · 436175719-002 | $302M | 1,621 | $83,326 | 10y | - |
Flag exposure
90.5%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 BLAKE & UHLIG, P.A..
- BLAKE & UHLIG
- BLAKE & UHLIG, P.A
- BLAKE & UHLIG, P.A.
- BLAKE & UHLIG, PA
- BLAKE CASSELS
- BLAKE WHITTEN
- BLAKE, CASSELS & GRAYDON
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 BLAKE & UHLIG, P.A.'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 | 4.76% | 7.76% | -3.00 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 14.29% | 1.71% | +12.57 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 BLAKE & UHLIG, P.A.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent