DANIELS, IRWIN & AYLOR
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served42+1 YoYRank #406 of mapped providers
Assets under administration$6.6B0.0%Market share · rank #1600
Fees received$845,775Median $17,463/planSum across Schedule C direct + indirect
Net wins YoY+14 won · 3 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 DANIELS, IRWIN & AYLOR plan look like?
Service mix · median fees per plan
Count of plans where DANIELS, IRWIN & AYLOR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 42 | $17,463 |
Competitor overlap
Percent of DANIELS, IRWIN & AYLOR'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 DANIELS, IRWIN & AYLOR.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
BOARD OF TRUSTEES OF THE NOE ANNUITY PLANTN · 721417592-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $88M |
SHREVEPORT ELECTRICAL INDUSTRY PROFIT SHARING PLANTN · 721114759-001 | DENNIS G. JENKINS, CPA,LLC | $88M |
BOARD OF TRUSTEES OF THE NOE PENSION PLANTN · 720219840-001 | PBMARES, LLP | $52M |
Plans lost in 2024
Appeared last year under DANIELS, IRWIN & AYLOR; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | CALIBRE CPA GROUP PLLC | $3.3B |
MID-SOUTH REGIONAL COUNCIL LOCAL 318 MONEY PURCHASE PENSION TRUSTTN · 630875713-001 | ULLICO | $41M |
SOUTHERN CARPENTERS SUPPLEMENTAL PENSION PLANTN · 371820508-001 | SOUTHERN BENEFIT ADMINISTRATORS | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $58,000 | 6y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $32,300 | 1y | - |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | $452M | 5,492 | $69,700 | 10y | - |
IBEW LOCAL 16, AFL-CIO & MULTI- EMPLOYER PENSION PLANTN · 351488049-001 | $434M | 2,331 | $21,500 | 10y | - |
BOARD OF TRUSTEES - MIDWEST PIPE TRADES RETIREMENT PLANTN · 311272447-001 | $222M | 1,893 | $15,750 | 10y | - |
SHEET METAL WORKERS LOCAL 85 PENSION FUNDTN · 586084968-001 | $187M | 2,148 | $21,125 | 2y | - |
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLANTN · 626098036-001 | $184M | 3,203 | $33,600 | 7y | - |
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUNDTN · 586116699-001 | $166M | 1,274 | $23,600 | 2y | - |
PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUNDTN · 626101288-001 | $153M | 1,831 | $21,525 | 3y | - |
SHREVEPORT ELECTRICAL INDUSTRY PROFIT SHARING PLANTN · 721114759-001 | $95M | 916 | $17,425 | 2y | - |
Flag exposure
81.0%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 (4)
Raw Schedule C names collapsed into DANIELS, IRWIN & AYLOR.
- DANIELS IRWIN & AYLOR
- DANIELS, FINE, ISRAEL, SCHONBUCH
- DANIELS, IRWIN & AYLOR
- DANIELS, IRWIN & AYLOR CPAS
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 DANIELS, IRWIN & AYLOR'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 | 4 | 9.52% | 7.76% | +1.76 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 DANIELS, IRWIN & AYLOR. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).