DARNALL SIKES & FREDERICK
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+2 YoYRank #2198 of mapped providers
Assets under administration$577M0.0%Market share · rank #4838
Fees received$86,631Median $15,140/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 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 DARNALL SIKES & FREDERICK plan look like?
Service mix · median fees per plan
Count of plans where DARNALL SIKES & FREDERICK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing); Direct payment from the planCode 10 | 5 | $15,140 |
Competitor overlap
Percent of DARNALL SIKES & FREDERICK'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 DARNALL SIKES & FREDERICK.
| Sponsor | From | Assets |
|---|---|---|
BUTCHER AIR CONDITIONING CO, INCLA · 721228571-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $14M |
UV LOGISTICS, LLC DBA UNITED VISION LOGISTICSLA · 261727767-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $9M |
HOME FURNITURE COMPANY OF LAFAYETTE, INCLA · 720709445-002 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under DARNALL SIKES & FREDERICK; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE LEMOINE COMPANY, LLCLA · 721353287-001 | RAYMOND JAMES FINANCIAL SERVICES | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LHC GROUP, INCLA · 710918189-001 | $541M | 29,768 | $38,000 | 5y | 1 |
BUTCHER AIR CONDITIONING CO, INCLA · 721228571-002 | $14M | 157 | $22,000 | 2y | 1 |
UV LOGISTICS, LLC DBA UNITED VISION LOGISTICSLA · 261727767-001 | $9M | 181 | $0 | 1y | 1 |
TAYLORS OILFIELD MANUFACTURING INC .LA · 721175850-002 | $8M | 80 | $11,491 | 8y | - |
HOME FURNITURE COMPANY OF LAFAYETTE, INCLA · 720709445-002 | $5M | 279 | $15,140 | 2y | 1 |
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 (7)
Raw Schedule C names collapsed into DARNALL SIKES & FREDERICK.
- DARNALL SIKES & FREDERICK
- DARNALL SIKES GARDES & FREDERICK
- DARNALL, SIKES & FREDERI
- DARNALL, SIKES & FREDERICK, CPA
- DARNALL, SIKES & FREDERICK, CPAS
- DARNALL, SIKES GARDES & FREDERICK
- DARNALL, SIKES, GARDES & FREDERICK
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 DARNALL SIKES & FREDERICK'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 | 20.00% | 26.94% | -6.94 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 | 3 | 60.00% | 1.76% | +58.24 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 DARNALL SIKES & FREDERICK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent