EDWARDS AND LEATHERS, P.C.
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20+1 YoYRank #768 of mapped providers
Assets under administration$9.3B0.0%Market share · rank #1358
Fees received$537,876Median $16,500/planSum across Schedule C direct + indirect
Net wins YoY+02 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 EDWARDS AND LEATHERS, P.C. plan look like?
Service mix · median fees per plan
Count of plans where EDWARDS AND LEATHERS, P.C. 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 | 16 | $15,343 | |
Investment advisory (plan); Other feesCode 27 | 3 | $33,870 | |
Investment advisory (participants)Code 26 | 1 | $19,696 | |
Employee (plan)Code 30 | 1 | $171,208 |
Competitor overlap
Percent of EDWARDS AND LEATHERS, P.C.'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 EDWARDS AND LEATHERS, P.C..
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLANTX · 741905198-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $71M |
VAN MAANEN ELECTRIC, INC.IA · 200582593-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $4M |
Plans lost in 2024
Appeared last year under EDWARDS AND LEATHERS, P.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 PENSION PLANTX · 746213086-001 | (new plan) | $10M |
YANKEE SPIRITS, INC.MA · 030500530-001 | EDWARD JONES | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $171,208 | 10y | - |
BOARD OF TRUSTEES, TEXAS IRON WORKERS' PENSION PLANTX · 741905198-001 | $264M | 0 | $26,000 | 8y | - |
BOARD OF TRUSTEES OF IBEW LOCAL 716 PENSION PLANTX · 746174676-001 | $221M | 5,589 | $17,500 | 9y | - |
PLUMBERS & PIPEFITTERS LU 286 MONEY PURCHASE PLANNM · 742748987-002 | $197M | 3,606 | $14,000 | 1y | 1 |
TRUSTEES OF GREATER TEXAS IBEW NECATX · 756229319-001 | $165M | 4,466 | $16,017 | 10y | - |
TRUSTEES OF IBEW LOCAL UNION NO 479 PENSION TRUST FUNDTX · 746183767-001 | $162M | 1,974 | $16,500 | 10y | - |
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 520 ANNUITY TRUST FUNDNM · 752072597-001 | $138M | 4,683 | $10,000 | 10y | - |
BOARD OF TRUSTEES OF THE IBEW LOCAL NO. 716 RETIREMENT TRUST FUNDTX · 316620547-001 | $132M | 6,109 | $15,500 | 10y | - |
TRUSTEES OF I.B.E.W. LOCAL UNION NO 479 ANNUITY 401K PLANTX · 203824733-001 | $71M | 1,704 | $16,500 | 10y | 1 |
TRUSTEES OF TEXAS IRON WORKERS' DEFINED CONTRIBUTION RETIREMENT PLANTX · 741905198-002 | $71M | 7,882 | $7,500 | 1y | - |
Flag exposure
90.0%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 (15)
Raw Schedule C names collapsed into EDWARDS AND LEATHERS, P.C..
- EDWARDS & LEATHERS
- EDWARDS & LEATHERS, P.C.
- EDWARDS & LEATHERS, PC
- EDWARDS AND LEATHERS
- EDWARDS AND LEATHERS, P,C.
- EDWARDS AND LEATHERS, P.C.
- EDWARDS AND LEATHERS, PC
- EDWARDS D JONES & CO L P
- EDWARDS D JONES & CO LP
- EDWARDS D JONES AND CO
- EDWARDS JONES
- EDWARDS JONES & CO.
- EDWARDS JONES & COMPANY
- EDWARDS, ELLIS AND ASSOCIATES, P.C.
- EDWARDS, PERPETUA E.
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 EDWARDS AND LEATHERS, P.C.'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 | 3 | 15.00% | 1.71% | +13.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 10.00% | 1.76% | +8.24 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 EDWARDS AND LEATHERS, P.C.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).