E. PERRY
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+3 YoYRank #1892 of mapped providers
Assets under administration$4.7B0.0%Market share · rank #2023
Fees received$197,472Median $9,750/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 E. PERRY plan look like?
Service mix · median fees per plan
Count of plans where E. PERRY 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 | 3 | $10,000 | |
Trustee (individual)Code 20 | 1 | $5,660 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $159,662 | |
Investment management fees paid indirectly by planCode 52 | 1 | $2,650 |
Competitor overlap
Percent of E. PERRY'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 E. PERRY.
| Sponsor | From | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | WILSON-MCSHANE CORPORATION | $4.5B |
TRUSTEES OF JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUNDFL · 586088292-001 | DENNIS G. JENKINS, CPA,LLC | $87M |
HIGHLANDS AUTOMOTIVE HOLDINGS, INC.WV · 270881697-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $6M |
Plans lost in 2024
Appeared last year under E. PERRY; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $159,662 | 1y | - |
TRUSTEES OF JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUNDFL · 586088292-001 | $95M | 779 | $5,660 | 2y | - |
BD OF TRUSTEES OHIO LOCAL NO 1OH · 316126988-001 | $31M | 571 | $10,000 | 3y | - |
KALEY GROUP, INC.WV · 550754089-001 | $18M | 176 | $10,000 | 2y | - |
UNITED CEREBRAL PALSY OF THE NORTH BAY, INC.CA · 942284940-001 | $9M | 448 | $2,650 | 3y | 1 |
HIGHLANDS AUTOMOTIVE HOLDINGS, INC.WV · 270881697-001 | $6M | 171 | $9,500 | 1y | 2 |
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 (8)
Raw Schedule C names collapsed into E. PERRY.
- DG PERRY, PLLC
- E. PERRY
- PERRY & ASSOCIATES
- PERRY & ASSOCIATES CPAS A.C.
- PERRY AND ASSOCIATES INC
- PERRY BANKS
- PERRY PARKER
- PERRY, CHARLES C.
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 E. PERRY'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 | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 33.33% | 1.76% | +31.57 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 E. PERRY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent