BOURGEOIS BENNETT LLC
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-3 YoYRank #952 of mapped providers
Assets under administration$1.5B0.0%Market share · rank #3511
Fees received$238,373Median $16,500/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 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 BOURGEOIS BENNETT LLC plan look like?
Service mix · median fees per plan
Count of plans where BOURGEOIS BENNETT 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 | 12 | $15,625 | |
Other feesCode 99 | 2 | $17,750 |
Competitor overlap
Percent of BOURGEOIS BENNETT 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 BOURGEOIS BENNETT LLC.
| Sponsor | From | Assets |
|---|---|---|
PAN-AMERICAN LIFE INSURANCE GROUP, INC.LA · 205816271-001 | PRINCIPAL LIFE INSURANCE COMPANY | $114M |
METAIRIE PARK COUNTRY DAY SCHOOLLA · 720259360-001 | BKD, LLP | $40M |
Plans lost in 2024
Appeared last year under BOURGEOIS BENNETT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
HUDDL3 GROUPCA · 852208820-001 | ADP BROKER-DEALER | $34M |
BENSCO OF LOUISIANA, LLCLA · 870694220-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $14M |
TERREBONNE ARCLA · 720551658-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JONES WALKER LLPLA · 720445111-001 | $474M | 858 | $16,250 | 3y | - |
CGB ENTERPRISES, INC.LA · 721239162-002 | $335M | 2,421 | $17,000 | 2y | - |
PAN-AMERICAN LIFE INSURANCE GROUP, INC.LA · 205816271-001 | $114M | 917 | $45,000 | 5y | - |
PBC MANAGEMENT, LLCLA · 593294835-001 | $101M | 1,233 | $15,000 | 9y | 1 |
INTERNATIONAL-MATEX TANK TERMINALS LLCLA · 720771251-334 | $96M | 873 | $16,750 | 2y | 1 |
ZEN-NOH GRAIN CORPORATIONLA · 720860064-002 | $71M | 358 | $17,000 | 2y | - |
INTERNATIONAL-MATEX TANK TERMINALS LLCLA · 720771251-333 | $68M | 727 | $19,500 | 2y | - |
BLESSEY MARINE SERVICES, INC.LA · 721208683-001 | $66M | 751 | $18,500 | 8y | - |
GEORGES ENTERPRISES, LLCLA · 352267243-001 | $56M | 1,181 | $19,500 | 2y | - |
VERSABAR, INCORPORATEDTX · 720926021-001 | $54M | 407 | $7,023 | 3y | - |
Flag exposure
78.6%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 (8)
Raw Schedule C names collapsed into BOURGEOIS BENNETT LLC.
- BOURGEOIS BENNET LLC
- BOURGEOIS BENNET, LLC
- BOURGEOIS BENNETT
- BOURGEOIS BENNETT LLC
- BOURGEOIS BENNETT, L.L.C
- BOURGEOIS BENNETT, L.L.C.
- BOURGEOIS BENNETT, LLC
- BOURGEOIS DENNETT 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 BOURGEOIS BENNETT 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 | 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 | 2 | 14.29% | 1.76% | +12.53 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 BOURGEOIS BENNETT 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
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).