BLUM SHAPIRO
45 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+2 YoYRank #1343 of mapped providers
Assets under administration$231M0.0%Market share · rank #6069
Fees received$120,427Median $13,755/planSum across Schedule C direct + indirect
Net wins YoY+37 won · 4 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 BLUM SHAPIRO plan look like?
Service mix · median fees per plan
Count of plans where BLUM SHAPIRO 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 | 6 | $15,566 | |
Other feesCode 99 | 3 | $10,250 |
Competitor overlap
Percent of BLUM SHAPIRO'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 BLUM SHAPIRO.
| Sponsor | From | Assets |
|---|---|---|
HAAS SONS, INC.WI · 391621289-001 | CLIFTONLARSONALLEN LLP | $39M |
KEYSTONE CONSOLIDATED INDUSTRIES, INC.IL · 370364250-011 | KESTRA INVESTMENT SERVICES LLC | $36M |
STEEL-CRAFT CORP. OF HARTFORDWI · 391235866-003 | PRINCIPAL LIFE INSURANCE COMPANY | $25M |
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC.WI · 390790565-001 | EDWARD JONES | $21M |
PEARL TECHNOLOGY, LLCIL · 843954605-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $14M |
SEDA NORTH AMERICA INC.WI · 800654768-001 | AMERICAN FUNDS | $6M |
HILL-MURRAY SCHOOL, INC.MN · 410829754-002 | AMERICAN FUNDS | $4M |
Plans lost in 2024
Appeared last year under BLUM SHAPIRO; not this year.
| Sponsor | To | Assets |
|---|---|---|
TOPGOLF CALLAWAY BRANDS CORPCA · 953797580-001 | CLIFTONLARSONALLEN LLP | $308M |
WIESER CONCRETE PRODUCTS, INC.WI · 391093327-001 | CLIFTONLARSONALLEN LLP | $12M |
UNDERWOOD FRUIT AND WAREHOUSE COMPANY, LLCWA · 911179336-001 | AMERICAN FUNDS | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MEDICAL ASSOCIATES OF BREVARD, LLCFL · 593360315-001 | $44M | 289 | $13,398 | 5y | - |
HAAS SONS, INC.WI · 391621289-001 | $39M | 523 | $13,755 | 1y | - |
KEYSTONE CONSOLIDATED INDUSTRIES, INC.IL · 370364250-011 | $36M | 386 | $25,725 | 1y | 1 |
BOARD OF TRUSTEES, RETIREMENT PLAN MILLMENS RETIREMENT TRUST OF WASH.OR · 916134143-001 | $26M | 550 | $15,436 | 9y | - |
STEEL-CRAFT CORP. OF HARTFORDWI · 391235866-003 | $25M | 606 | $15,696 | 1y | - |
OAKWOOD VILLAGE UNIVERSITY WOODS HOMES, INC.WI · 390790565-001 | $21M | 867 | $4,095 | 1y | - |
RALCO NUTRITION, INC.MN · 410978726-001 | $19M | 171 | $10,250 | 4y | - |
PEARL TECHNOLOGY, LLCIL · 843954605-001 | $14M | 196 | $15,939 | 1y | 1 |
SEDA NORTH AMERICA INC.WI · 800654768-001 | $6M | 270 | $6,133 | 1y | 1 |
Flag exposure
77.8%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 (45)
Raw Schedule C names collapsed into BLUM SHAPIRO.
- BLUM SHAPIRO
- BLUM SHAPIRO & CO
- BLUM SHAPIRO & CO P.C
- BLUM SHAPIRO & CO P.C.
- BLUM SHAPIRO & CO PC
- BLUM SHAPIRO & CO PC DEPT
- BLUM SHAPIRO & CO.
- BLUM SHAPIRO & CO. P.C.
- BLUM SHAPIRO & CO. PC
- BLUM SHAPIRO & CO., P.C.
- BLUM SHAPIRO & COMPANY
- BLUM SHAPIRO & COMPANY P
- BLUM SHAPIRO & COMPANY P.C
- BLUM SHAPIRO & COMPANY P.C.
- BLUM SHAPIRO & COMPANY PC
- BLUM SHAPIRO & COMPANY, P.C.
- BLUM SHAPIRO & COMPAY PC
- BLUM SHAPIRO AND COMPANY PC
- BLUM SHAPIRO COMPANY PC.
- BLUM SHAPRIO
- BLUM SHAPRIO & CO.
- BLUM SHAPRIO & COMPANY PC
- BLUM SHAPRIO & COMPANY, P.C.
- BLUM, SHAPIRO & CO.
- BLUM, SHAPIRO & CO. 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 BLUM SHAPIRO'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 | 11.11% | 26.94% | -15.83 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 BLUM SHAPIRO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent