BUTLER & BURKE LLP
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3247 of mapped providers
Assets under administration$50M0.0%Market share · rank #8294
Fees received$47,282Median $8,000/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 BUTLER & BURKE LLP plan look like?
Service mix · median fees per plan
Count of plans where BUTLER & BURKE LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 2 | $8,000 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $31,282 |
Competitor overlap
Percent of BUTLER & BURKE LLP'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 BUTLER & BURKE LLP.
| Sponsor | From | Assets |
|---|---|---|
RENFRO CORPORATIONNC · 560375140-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $30M |
RENFRO CORPORATIONNC · 560375140-004 | MERRILL LYNCH PIERCE FENNER & SMITH | $8M |
Plans lost in 2024
Appeared last year under BUTLER & BURKE LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTERNC · 510190238-002 | CLIFTONLARSONALLEN LLP | $3.2B |
NORTH CAROLINA BAPTIST HOSPITALNC · 560552787-001 | WILLIS TOWERS WATSON US LLC | $327M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RENFRO CORPORATIONNC · 560375140-002 | $31M | 1,598 | $8,000 | 2y | - |
FAMILY MEDICAL CENTER OF MICHIGANMI · 382308659-002 | $10M | 358 | $31,282 | 8y | - |
RENFRO CORPORATIONNC · 560375140-004 | $8M | 646 | $8,000 | 2y | - |
Flag exposure
66.7%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 BUTLER & BURKE LLP.
- BUTLER & BURKE
- BUTLER & BURKE CPA, LLP
- BUTLER & BURKE LLP
- BUTLER & BURKE, LLP
- BUTLER + BURKE LLP
- BUTLER AND BURKE LLP
- BUTLER CAPITAL ADVISORS
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 BUTLER & BURKE LLP'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 | 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 BUTLER & BURKE LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent