CARR, RIGGS & INGRAM, LLC
51 known aliases resolved via the canonical alias map
Market position · 2024
Plans served30-4 YoYRank #548 of mapped providers
Assets under administration$10.6B0.0%Market share · rank #1945
Fees received$699,122Median $16,150/planSum across Schedule C direct + indirect
Net wins YoY-58 won · 13 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 CARR, RIGGS & INGRAM, LLC plan look like?
Service mix · median fees per plan
Count of plans where CARR, RIGGS & INGRAM, 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 | 27 | $17,250 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $7,250 | |
Direct payment from the planCode 50 | 1 | $8,750 | |
Other feesCode 99 | 1 | $12,000 |
Competitor overlap
Percent of CARR, RIGGS & INGRAM, 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 CARR, RIGGS & INGRAM, LLC.
| Sponsor | From | Assets |
|---|---|---|
THE LAMPO GROUP, LLCTN · 621593846-001 | CLIFTONLARSONALLEN LLP | $92M |
GEORGIA INDEPENDENT COLLEGE ASSOCIATION, INCGA · 580684740-333 | MILLENNIUM INVESTMENT & RETIREMENT | $91M |
PLUMBERS & STEAMFITTERS LOCAL UNION 52AL · 630234457-002 | PLUMBERS LOCAL UNION NO. 690 | $81M |
PIEDMONT TRIAD ANESTHESIA PANC · 201394536-001 | CLIFTONLARSONALLEN LLP | $41M |
COOPER CARRY INCGA · 580863313-001 | NEUBERGER BERMAN | $10M |
ATLANTA HARDWOOD CORPORATIONGA · 580862950-001 | AMERICAN UNITED LIFE INSURANCE CO | $8M |
KINGWOOD ORLANDO REUNION RESORT,LLCFL · 832315866-001 | LINCOLN NATIONAL CORPORATION | $6M |
COCOA BEACH MOTEL, INC.FL · 592959262-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3M |
Plans lost in 2024
Appeared last year under CARR, RIGGS & INGRAM, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PINEBRIDGE STRUCTURED | $3.1B |
RHEEM MANUFACTURING COMPANYGA · 203928590-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $403M |
PRECISELY SOFTWARE INCORPORATEDMA · 221854351-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $286M |
DOCUMENT TECHNOLOGIES, LLCGA · 582413793-001 | CLIFTONLARSONALLEN LLP | $268M |
HOLDER CONSTRUCTION GROUP, LLCGA · 582535136-001 | NATIONWIDE | $194M |
SISECAM CHEMICALS RESOURCES LLCGA · 061446396-003 | COLUMBIA | $143M |
LOCAL UNION 903 PENSION PLANAL · 646151461-001 | INTERCONTINENTAL REAL ESTATE CORP | $60M |
MECHANICAL CONTRACTORS UA LOCAL 119 PENSION PLANAL · 636055121-001 | CLIFTONLARSONALLEN LLP | $56M |
MORRISON HERSHFIELD CORPORATIONGA · 980160972-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $28M |
PENDER EMS AND FIRE, INC.NC · 810567043-002 | MMA SECURITIES LLC | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MCKESSON CORPORATIONTX · 943207296-002 | $5.7B | 42,176 | $22,000 | 1y | 2 |
NCR VOYIX CORPORATIONGA · 310387920-052 | $1.5B | 11,256 | $56,000 | 6y | 1 |
CARDTRONICS USA, INC.GA · 760419117-005 | $992M | 11,871 | $60,500 | 2y | - |
BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STOREAL · 630708442-001 | $619M | 20,129 | $133,570 | 10y | - |
OCHSNER CLINIC FOUNDATIONLA · 720502505-001 | $444M | 4,410 | $59,700 | 6y | - |
GRAVES GILBERT CLINIC PLLCKY · 610700826-002 | $187M | 1,643 | $12,500 | 6y | - |
PIEDMONT HEALTHCARE, P.A.NC · 561965983-001 | $177M | 1,305 | $19,000 | 4y | - |
LANDRUM PROFESSIONAL EMPLOYER SERVICES, INC.FL · 592345956-338 | $134M | 5,591 | $11,500 | 7y | 1 |
PENASCOLA CHRISTIAN COLLEGE, INC.FL · 590940532-003 | $96M | 1,421 | $7,350 | 10y | - |
MUNICH AMERICAN REASSURANCE COMPANYGA · 580828824-002 | $94M | 458 | $17,600 | 8y | - |
Flag exposure
86.7%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 (51)
Raw Schedule C names collapsed into CARR, RIGGS & INGRAM, LLC.
- CAR RIGGS & INGRAM, LLC
- CARR ,RIGGS, & INGRAM, LLC
- CARR COMMUNICATION GROUP
- CARR JILL
- CARR RGGS & INGRAM, LLC
- CARR RIGGS & INCGRAM CPAS AND ADVIS
- CARR RIGGS & INGRAM
- CARR RIGGS & INGRAM CPA
- CARR RIGGS & INGRAM CPAS
- CARR RIGGS & INGRAM LLC
- CARR RIGGS & INGRAM LLC - SOUTHWEST
- CARR RIGGS & INGRAM, CPA
- CARR RIGGS & INGRAM, LLC
- CARR RIGGS & INGRAMM
- CARR RIGGS & INGRAMS
- CARR RIGGS AND INGRAM
- CARR RIGGS AND INGRAM LLC
- CARR RIGGS AND INGRAMN
- CARR RIGGS INGRAM LLC
- CARR RIGS & INGRAM
- CARR, RIGGS & INGRAM
- CARR, RIGGS & INGRAM CPA'S
- CARR, RIGGS & INGRAM CPAS
- CARR, RIGGS & INGRAM LLC
- CARR, RIGGS & INGRAM LLC - SOUTHWES
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 CARR, RIGGS & INGRAM, 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 | 3.33% | 26.94% | -23.61 pp |
| Late contributions | 4 | 13.33% | 1.71% | +11.62 pp |
| Failed to provide benefit | 1 | 3.33% | 0.14% | +3.19 pp |
| Corrective distributions | 5 | 16.67% | 1.76% | +14.91 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 CARR, RIGGS & INGRAM, 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