EIDE BAILLY LLP
40 known aliases resolved via the canonical alias map
Market position · 2024
Plans served174+13 YoYRank #132 of mapped providers
Assets under administration$55.6B0.1%Market share · rank #292
Fees received$6MMedian $17,000/planSum across Schedule C direct + indirect
Net wins YoY+1247 won · 35 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 EIDE BAILLY LLP plan look like?
Service mix · median fees per plan
Count of plans where EIDE BAILLY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing); Direct payment from the planCode 10 | 159 | $17,050 | |
Other feesCode 99 | 6 | $13,795 | |
Consulting (general); Consulting feesCode 16 | 5 | $32,550 | |
Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Recordkeeping fees; Direct payment from the planCode 15 | 1 | $11,602 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $125,511 | |
Investment advisory (plan)Code 27 | 1 | $14,700 | |
Direct payment from the plan; Other services; Other feesCode 49 | 1 | $12,650 |
Competitor overlap
Percent of EIDE BAILLY 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 EIDE BAILLY LLP.
| Sponsor | From | Assets |
|---|---|---|
AECOMTX · 611088522-055 | MERRILL LYNCH PIERCE FENNER & SMITH | $6.8B |
ESSENTIA HEALTHMN · 200360007-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.2B |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-003 | STRATEGIC ADVISORS, INC. | $1.1B |
IDAHO POWER COMPANYID · 820130980-001 | THOMSON HORSTMANN & BRYANT | $971M |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $770M |
IMEG CONSULTANTS CORP.IL · 150284110-002 | HK FINANCIAL SERVICES | $318M |
HAWAII CARPENTERS 401(K) FUNDHI · 550822045-004 | HAWAII BENEFIT ADMINISTRATORS, INC. | $258M |
AMENTUM NUCLEAR & ENVIRONMENT HOLDINGS, INCVA · 261320627-003 | MORNEAU SHEPELL | $244M |
BLUE CROSS OF IDAHO HEALTH SERVICE, INC.ID · 820344294-002 | WEALTH MANAGEMENT SYSTEMS INC | $234M |
SALINA REGIONAL HEALTH CENTERKS · 481169103-001 | TD AMERITRADE, INC. | $193M |
Plans lost in 2024
Appeared last year under EIDE BAILLY LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CRH AMERICAS, INC.GA · 953298140-002 | DELOITTE & TOUCHE LLP | $3.7B |
SCHEELS ALL SPORTS, INC.ND · 450306649-002 | SBT OF FARGO | $838M |
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.AZ · 205589597-003 | LBMC, PC | $789M |
BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUSTCA · 942353807-005 | NEW CENTURY PARTNERS | $757M |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED CONTRIBUTION PLANCA · 946075617-003 | MMA SECURITIES LLC | $696M |
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL NO 36CA · 946082956-001 | US BANK | $345M |
HEARTLAND FINANCIAL USA, INCCO · 421405748-002 | JULY BUSINESS SERVICES | $304M |
BOARD OF TRUSTEES, LABORERS PENSION TRUST FUND FOR NORTHERN NEVADANV · 880138600-001 | MARINER LLC | $159M |
FARMERS MUTUAL HAIL INSURANCE COMPANY OF IOWAIA · 420245840-002 | FARMERS MUTUAL HAIL INSURANCE COMPA | $154M |
BOARD OF TRUSTEES, IDAHO PLUMBERS AND PIPEFITTERS PENSION PLANOR · 826010346-001 | BENESYS, INC. | $150M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AECOMTX · 611088522-055 | $6.8B | 32,344 | $78,500 | 2y | 2 |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $105,494 | 7y | - |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | $3.3B | 64,255 | $60,713 | 7y | - |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | $2.9B | 130,691 | $817,398 | 7y | - |
ESSENTIA HEALTHMN · 200360007-002 | $2.2B | 20,507 | $19,400 | 1y | 1 |
NUTRIEN US LLCCO · 911589568-007 | $2.0B | 16,683 | $36,225 | 8y | 2 |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | $1.6B | 15,360 | $492,210 | 6y | - |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | $1.2B | 17,381 | $41,172 | 7y | - |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-003 | $1.1B | 22,859 | $15,460 | 1y | - |
BOARD OF TRUSTEES OF THE U.A. LOCAL NO. 393 DEFINED BENEFIT PENSIONCA · 946359772-002 | $1.0B | 3,823 | $9,682 | 7y | - |
Flag exposure
87.9%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 (40)
Raw Schedule C names collapsed into EIDE BAILLY LLP.
- EDIE BAILLY AUDIT
- EDIE BAILLY LLP
- EIDE BAILEY
- EIDE BAILEY LLP
- EIDE BAILLEY
- EIDE BAILLEY ADVISORS LLC
- EIDE BAILLEY LLP
- EIDE BAILLEY, LLP
- EIDE BAILLY
- EIDE BAILLY ADVISORS LLC
- EIDE BAILLY CPA
- EIDE BAILLY CPAS AND ADVISORS
- EIDE BAILLY CPAS AND BUSINESS ADVI
- EIDE BAILLY LLC
- EIDE BAILLY LLP
- EIDE BAILLY LLP.
- EIDE BAILLY LLPC
- EIDE BAILLY LP
- EIDE BAILLY, LLC
- EIDE BAILLY, LLP
- EIDE BAILLY, LLPC
- EIDE BAILY
- EIDE BAILY LLP
- EIDE BALLLY LLP
- EIDE BALLY
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 EIDE BAILLY 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 | 4 | 2.30% | 7.76% | -5.46 pp |
| Fidelity bond gap | 3 | 1.72% | 26.94% | -25.22 pp |
| Late contributions | 27 | 15.52% | 1.71% | +13.80 pp |
| Failed to provide benefit | 4 | 2.30% | 0.14% | +2.16 pp |
| Corrective distributions | 27 | 15.52% | 1.76% | +13.76 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 EIDE BAILLY LLP. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).