BRIAN FREEMAN
47 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-3 YoYRank #1278 of mapped providers
Assets under administration$4.6B0.0%Market share · rank #1652
Fees received$519,244Median $23,560/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 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 BRIAN FREEMAN plan look like?
Service mix · median fees per plan
Count of plans where BRIAN FREEMAN ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 6 | $77,743 | |
Legal; Direct payment from the planCode 29 | 2 | $49,923 | |
Other feesCode 99 | 1 | $7,334 |
Competitor overlap
Percent of BRIAN FREEMAN'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 BRIAN FREEMAN.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $1.8B |
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | ANTHONY M PONTARELLI CPA LLC | $1.6B |
A. Y. MCDONALD INDUSTRIES, INC.IA · 420404280-005 | QDRO CONSULTANTS COMPANY, LLC | $129M |
Plans lost in 2024
Appeared last year under BRIAN FREEMAN; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
COMMUNITYAMERICA CREDIT UNIONKS · 446015072-002 | CBIZ RETIREMENT PLAN SERVICES | $592M |
WATSON CLINIC LLPFL · 590704934-001 | CHARLES SCHWAB & CO., INC. | $283M |
ROGUE COMMUNITY HEALTHOR · 237366812-001 | ANDREW FAIR, ESQ. | $10M |
DOUG BRADLEY TRUCKING INCKS · 481096777-001 | PINION, LLC | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $166,916 | 2y | - |
BRD OF TTEES UFCW LOCAL ONE PENSION FUNDNY · 166144007-001 | $968M | 18,198 | $23,560 | 10y | - |
BOARD OF TRUSTEES, 701 PENSION FUNDIL · 366455509-001 | $528M | 2,779 | $103,162 | 10y | - |
TRUSTEES OF LIQUOR AND ALLIED WKRS UNION, LOCAL 3 EMP DEFERRED COMPIL · 367270398-001 | $332M | 2,869 | $77,743 | 2y | - |
DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS-NJ · 223095464-001 | $255M | 9,907 | $90,000 | 4y | - |
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NYNY · 160908576-001 | $230M | 9,408 | $17,408 | 2y | - |
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLANNY · 166184130-003 | $154M | 12,902 | $23,275 | 7y | 1 |
A. Y. MCDONALD INDUSTRIES, INC.IA · 420404280-005 | $129M | 1,616 | $7,334 | 1y | 1 |
DAILY NEWS, L.P.NJ · 133690542-014 | $52M | 673 | $9,846 | 2y | - |
Flag exposure
88.9%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 (47)
Raw Schedule C names collapsed into BRIAN FREEMAN.
- BRIAN A HENNING
- BRIAN BENSON
- BRIAN BOISE
- BRIAN BUSHWELL
- BRIAN CAPPEL
- BRIAN CAVE LLP
- BRIAN COLEMAN
- BRIAN D. SULLIVAN LAW OFFICE
- BRIAN D. SULLIVAN, ESQ.
- BRIAN DISKIN
- BRIAN FREEMAN
- BRIAN GANTON
- BRIAN GASTON
- BRIAN HANNA (EVERHARDT ADVISORS)
- BRIAN HANSEN
- BRIAN HENNING
- BRIAN J KALLBACK DBA VINE & FIG TRE
- BRIAN JAKUBIAK
- BRIAN KANIEWSKI
- BRIAN KENNEDY
- BRIAN L SMITH
- BRIAN L. VIK
- BRIAN LUBEL
- BRIAN M. HORGAN
- BRIAN O'MALLEY
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 BRIAN FREEMAN'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 | 2 | 22.22% | 1.71% | +20.51 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 BRIAN FREEMAN. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent