BROOKE CLINE & ASSOCIATES, LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2357 of mapped providers
Assets under administration$74M0.0%Market share · rank #7673
Fees received$25,293Median $5,096/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 BROOKE CLINE & ASSOCIATES, LLC plan look like?
Service mix · median fees per plan
Count of plans where BROOKE CLINE & ASSOCIATES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Other services; Direct payment from the plan; Contract AdministratorCode 13 | 4 | $5,096 |
Competitor overlap
Percent of BROOKE CLINE & ASSOCIATES, 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 BROOKE CLINE & ASSOCIATES, LLC.
| Sponsor | From | Assets |
|---|---|---|
GEIB INDUSTRIES, INC.IL · 362745791-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under BROOKE CLINE & ASSOCIATES, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GI PARTNERS OF ILLINOIS, LLCIL · 474755178-001 | $38M | 277 | $2,750 | 5y | 2 |
EYE SURGEONS ASSOCIATES, P.C.IA · 421160748-002 | $28M | 150 | $12,352 | 4y | - |
PURE'S FOOD SPECIALTIES, LLCIL · 814475441-001 | $5M | 1,015 | $4,944 | 3y | 2 |
GEIB INDUSTRIES, INC.IL · 362745791-001 | $3M | 145 | $5,247 | 1y | 2 |
Flag exposure
75.0%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 (3)
Raw Schedule C names collapsed into BROOKE CLINE & ASSOCIATES, LLC.
- BROOKE & ASSOCIATES, LLC
- BROOKE CLINE & ASSOCIATES, LLC
- BROOKE MCMAHAN
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 BROOKE CLINE & ASSOCIATES, 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 | 1 | 25.00% | 26.94% | -1.94 pp |
| Late contributions | 3 | 75.00% | 1.71% | +73.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 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 BROOKE CLINE & ASSOCIATES, 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