ELLIOTT DAVIS, LLC
50 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-6 YoYRank #720 of mapped providers
Assets under administration$5.0B0.0%Market share · rank #1923
Fees received$788,526Median $21,100/planSum across Schedule C direct + indirect
Net wins YoY-65 won · 11 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 ELLIOTT DAVIS, LLC plan look like?
Service mix · median fees per plan
Count of plans where ELLIOTT DAVIS, LLC 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 | 13 | $21,100 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting fees; Consulting (pension); Direct payment from the planCode 15 | 2 | $20,050 | |
Investment advisory (participants); Direct payment from the plan; Investment advisory (plan)Code 26 | 2 | $49,235 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $18,304 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 2 | $152,675 |
Competitor overlap
Percent of ELLIOTT DAVIS, LLC'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 ELLIOTT DAVIS, LLC.
| Sponsor | From | Assets |
|---|---|---|
NUTRAMAX LABORATORIES, INC.SC · 521590810-001 | ALERUS FINANCIAL, N.A. | $74M |
EDENS REALTY, INC.SC · 582327871-001 | PRINCIPAL LIFE INSURANCE COMPANY | $71M |
ADVANCE AMERICA CASH ADVANCE CENTERS INCSC · 582332639-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $40M |
TFE, INC.SC · 592928338-005 | FIRST CITIZENS BANK & TRUST COMPANY | $11M |
BANK OF IDAHO HOLDING COMPANYID · 820496760-002 | PRINCIPAL LIFE INSURANCE COMPANY | $10M |
Plans lost in 2024
Appeared last year under ELLIOTT DAVIS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | GLENDON CAPITAL MANAGEMENT LP | $2.0B |
VERTIV GROUP CORPORATIONOH · 813496944-001 | THE VANGUARD GROUP, INC. | $950M |
LIFE CARE CENTERS OF AMERICA, INC.TN · 620963862-001 | LBMC, PC | $284M |
METROPOLITAN OPERA ASSOCIATION, INCNY · 131624087-007 | MSD | $249M |
HAYNSWORTH SINKLER BOYD, P.A.SC · 571111443-001 | BAUKNIGHT PIETRAS & STORMER PA | $129M |
REDSAIL TECHNOLOGIES, LLCSC · 830946290-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $117M |
FB FINANCIAL CORPORATIONTN · 621216058-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $100M |
HAMRICK MILLS, INC.SC · 570400875-001 | T ROWE PRICE RPS INC | $24M |
BURGERBUSTERS INC.VA · 541398762-003 | JOHN HANCOCK LIFE INSURANCE COMPANY | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $279,611 | 2y | - |
KALEIDA HEALTH CORPORATE BENEFITSNY · 161533232-001 | $852M | 10,654 | $25,738 | 4y | - |
PRYSMIAN CABLES AND SYSTEMS (US) INC.KY · 571061511-007 | $703M | 6,880 | $27,650 | 5y | 1 |
FOUR RIVERS NUCLEAR PARTNERSHIPKY · 813609270-001 | $108M | 998 | $21,100 | 3y | 1 |
NORTHRIM BANKAK · 920134436-001 | $101M | 735 | $47,225 | 10y | 1 |
PERRY ELLIS SHARED SERVICES LLCFL · 202085469-002 | $98M | 1,980 | $30,750 | 5y | 1 |
PRYSMIAN CABLES AND SYS USA, LLCKY · 133064555-002 | $76M | 1,718 | $45,000 | 4y | - |
NUTRAMAX LABORATORIES, INC.SC · 521590810-001 | $74M | 996 | $19,500 | 1y | - |
EDENS REALTY, INC.SC · 582327871-001 | $71M | 285 | $15,694 | 7y | - |
MORRIS COMMUNICATIONS COMPANY, LLCGA · 581093347-001 | $70M | 930 | $26,900 | 9y | - |
Flag exposure
90.5%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 (50)
Raw Schedule C names collapsed into ELLIOTT DAVIS, LLC.
- B. ELLIOT
- ELLIOT C/O HSBC TRUSTEE LIMITED
- ELLIOT COVE CAPITAL MANAGEMENT
- ELLIOT DAVIS
- ELLIOT DAVIS DECOSIMO
- ELLIOT DAVIS DECOSIMO LLC
- ELLIOT DAVIS DECOSIMO PLLC
- ELLIOT DAVIS DECOSMINO, LLC PLLC
- ELLIOT DAVIS LLC
- ELLIOT DAVIS PLLC
- ELLIOT DAVIS, LLC
- ELLIOT GROUP CPAS LLC
- ELLIOT HOROWITZ AND COMPANY, LLP
- ELLIOT KALLEN DBA PROSPERITY WEALTH
- ELLIOT KALLEN PROSP FIN GRP
- ELLIOT MANAGEMENT COMPANY
- ELLIOT MANAGEMENT CORPORATION
- ELLIOTT CAPITAL ADVISORS LP
- ELLIOTT CO-INVESTMENT - B1 TO B7
- ELLIOTT COVE CAPITAL MANAGEMENT
- ELLIOTT DAVIES DECOSIMO LLC
- ELLIOTT DAVIES, LLC
- ELLIOTT DAVIS
- ELLIOTT DAVIS , LLC
- ELLIOTT DAVIS DECOSIMO
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 ELLIOTT DAVIS, LLC'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 | 4.76% | 0.14% | +4.62 pp |
| Corrective distributions | 6 | 28.57% | 1.76% | +26.81 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 ELLIOTT DAVIS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent