BUCKLEY MAXWELL DIXON DOLEZAL PC
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1638 of mapped providers
Assets under administration$975M0.0%Market share · rank #4108
Fees received$425,533Median $48,635/planSum across Schedule C direct + indirect
Net wins YoY+00 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 BUCKLEY MAXWELL DIXON DOLEZAL PC plan look like?
Service mix · median fees per plan
Count of plans where BUCKLEY MAXWELL DIXON DOLEZAL PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
LegalCode 29 | 7 | $48,635 |
Competitor overlap
Percent of BUCKLEY MAXWELL DIXON DOLEZAL PC'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 BUCKLEY MAXWELL DIXON DOLEZAL PC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BUCKLEY MAXWELL DIXON DOLEZAL PC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BILLINGS CLINICMT · 810231784-004 | $595M | 5,446 | $99,840 | 2y | 1 |
BILLINGS CLINICMT · 810231784-002 | $262M | 7,192 | $99,840 | 2y | 1 |
DICK ANDERSON CONSTRUCTION, INC.MT · 810380463-003 | $42M | 897 | $87,324 | 2y | - |
RIVERSIDE CONTRACTING, INC.MT · 810393633-002 | $22M | 415 | $40,036 | 2y | - |
JACKSON CONTRACTOR GROUP, INC.MT · 810535453-001 | $21M | 502 | $48,635 | 2y | - |
CENTURY COMPANIES, INC.MT · 810359330-001 | $19M | 311 | $29,566 | 2y | - |
UNITED MATERIALS OF GREAT FALLSMT · 810406935-002 | $14M | 212 | $20,292 | 2y | - |
Flag exposure
100.0%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 (1)
Raw Schedule C names collapsed into BUCKLEY MAXWELL DIXON DOLEZAL PC.
- BUCKLEY MAXWELL DIXON DOLEZAL PC
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 BUCKLEY MAXWELL DIXON DOLEZAL PC'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 | 1 | 14.29% | 0.14% | +14.15 pp |
| Corrective distributions | 1 | 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 BUCKLEY MAXWELL DIXON DOLEZAL PC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent