FLYNN, SHOJINAGA & ASSOCIATES, INC.
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1608 of mapped providers
Assets under administration$174M0.0%Market share · rank #6455
Fees received$52,318Median $6,043/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 FLYNN, SHOJINAGA & ASSOCIATES, INC. plan look like?
Service mix · median fees per plan
Count of plans where FLYNN, SHOJINAGA & ASSOCIATES, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Claims processing; Recordkeeping fees; Consulting (general); Participant loan processing; Contract Administrator; Consulting (pension); Copying and duplicating; Distribution (12b-1) fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communicationCode 12 | 2 | $11,758 | |
Direct payment from the plan; Other services; Contract Administrator; Other feesCode 13 | 2 | $3,650 | |
Consulting (pension); Copying and duplicating; Consulting (general); Participant loan processing; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $1,973 | |
Direct payment from the planCode 50 | 1 | $14,255 | |
Other commissionsCode 55 | 1 | $0 | |
Other feesCode 99 | 1 | $5,275 |
Competitor overlap
Percent of FLYNN, SHOJINAGA & ASSOCIATES, INC.'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 FLYNN, SHOJINAGA & ASSOCIATES, INC..
| Sponsor | From | Assets |
|---|---|---|
FLEENOR COMPANY, INC.CA · 942616973-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $12M |
TOTAL QUALITY MAINTENANCE, INC.CA · 770464301-001 | SECURIAN FINANCIAL SERVICES INC | $5M |
Plans lost in 2024
Appeared last year under FLYNN, SHOJINAGA & ASSOCIATES, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
PJS LUMBER, INC.CA · 943022047-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE SPEECH PATHOLOGY GROUP, INC.CA · 943290122-001 | $38M | 1,756 | $14,255 | 4y | 2 |
K.F. HOWELL ELECTRIC, LLCCA · 770383422-001 | $36M | 146 | $6,810 | 2y | - |
TRI HOLDCO, INC.CA · 831643898-001 | $30M | 329 | $7,300 | 7y | - |
TRADITIONAL MEDICINALS, INCCA · 942613403-001 | $28M | 326 | $16,705 | 9y | 1 |
WEST-TECH CONTRACTING, INC.CA · 330506018-002 | $17M | 222 | $0 | 3y | - |
FLEENOR COMPANY, INC.CA · 942616973-002 | $12M | 205 | $5,275 | 1y | - |
PACIFIC AUTOMOTIVE GROUP, LLCCA · 943354874-001 | $10M | 192 | $0 | 8y | 1 |
TOTAL QUALITY MAINTENANCE, INC.CA · 770464301-001 | $5M | 168 | $1,973 | 6y | 1 |
Flag exposure
87.5%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 (10)
Raw Schedule C names collapsed into FLYNN, SHOJINAGA & ASSOCIATES, INC..
- FLYNN & COMPANY PSC, INC.
- FLYNN & PEEL INSURANCE SERVICES, LL
- FLYNN & PIEL INSURANCE SERVICES LLC
- FLYNN AGENCY, LLC
- FLYNN BENEFITS GROUP
- FLYNN SHOJINAGA & ASSOC, INC.
- FLYNN SHOJINAGA & ASSOCIATES
- FLYNN SHOJINAGA & ASSOCIATES INC
- FLYNN, SHOJINAGA & ASSOCIATES
- FLYNN, SHOJINAGA & ASSOCIATES, INC.
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 FLYNN, SHOJINAGA & ASSOCIATES, INC.'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 | 1 | 12.50% | 26.94% | -14.44 pp |
| Late contributions | 2 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 25.00% | 1.76% | +23.24 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 FLYNN, SHOJINAGA & ASSOCIATES, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent