DUFFY KRUSPODIN LLP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-2 YoYRank #4214 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3106
Fees received$49,027Median $24,514/planSum across Schedule C direct + indirect
Net wins YoY-20 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 DUFFY KRUSPODIN LLP plan look like?
Service mix · median fees per plan
Count of plans where DUFFY KRUSPODIN LLP 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 | 2 | $24,514 |
Competitor overlap
Percent of DUFFY KRUSPODIN 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 DUFFY KRUSPODIN LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DUFFY KRUSPODIN LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUSTCA · 956032478-001 | PEMBERTON CAPITAL ADVISORS LLP | $3.3B |
DRIVEN BRANDS INC.NC · 200381531-003 | PRINCIPAL LIFE INSURANCE COMPANY | $66M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ASML US, LLCAZ · 770568140-001 | $1.8B | 10,096 | $26,400 | 5y | 2 |
BARONA BAND OF MISSION INDIANSCA · 330687849-001 | $134M | 2,521 | $22,627 | 6y | 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 (9)
Raw Schedule C names collapsed into DUFFY KRUSPODIN LLP.
- DUFFY & SWEENEY, LTD
- DUFFY KRUSPODIN & CO, LLP
- DUFFY KRUSPODIN LLP
- DUFFY KRUSPODIN, LLP
- DUFFY KRUSPONDIN & COMPANY, LLP
- DUFFY KRUSPONDIN LLP
- DUFFY KRUSPONDIN, LLP
- DUFFY, JAMES R.
- DUFFY, KRUSPODIN & COMPANY, LLP
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 DUFFY KRUSPODIN 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 | 1 | 50.00% | 0.14% | +49.86 pp |
| Corrective distributions | 2 | 100.00% | 1.76% | +98.24 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 DUFFY KRUSPODIN 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