GEORGE JOHNSON & COMPANY
36 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+2 YoYRank #815 of mapped providers
Assets under administration$16.3B0.0%Market share · rank #804
Fees received$562,201Median $21,000/planSum across Schedule C direct + indirect
Net wins YoY+16 won · 5 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 GEORGE JOHNSON & COMPANY plan look like?
Service mix · median fees per plan
Count of plans where GEORGE JOHNSON & COMPANY 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 | 8 | $19,450 | |
Employee (plan); Recordkeeping feesCode 30 | 4 | $56,307 | |
Investment advisory (plan)Code 27 | 2 | $22,680 | |
Trustee (individual)Code 20 | 1 | $9,270 | |
Investment management; Other commissions; Investment advisory (plan); Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $30,265 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $14,600 | |
Valuation (appraisals, etc.)Code 34 | 1 | $9,431 | |
Other servicesCode 49 | 1 | $18,622 |
Competitor overlap
Percent of GEORGE JOHNSON & COMPANY'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 GEORGE JOHNSON & COMPANY.
| Sponsor | From | Assets |
|---|---|---|
COREWELL HEALTHMI · 383382353-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.2B |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | SHEILA NIMMER | $985M |
BOARD OF TRUSTEES METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLANNJ · 223525303-001 | THE SEGAL COMPANY | $278M |
COREWELL HEALTHMI · 383382353-001 | PLANTE & MORAN, PLLC | $229M |
DAY ONE PERSPECTIVE, LLC DBA DAY ONE AGENCYNY · 461631561-001 | CPI QUALIFIED PLAN CONSULTANTS, INC | $12M |
GREDE HOLDINGS, LLCMI · 251607691-030 | FID INV INST OPS CO | $6M |
Plans lost in 2024
Appeared last year under GEORGE JOHNSON & COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | SHENKMAN CAPITAL MANAGEMENT | $3.5B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | WEAVER AND TIDWELL, LLP | $1.9B |
FRANKLIN ELECTRIC COMPANYIN · 350827455-007 | GJC CPA'S & ADVISORS | $237M |
MONMOUTH CARDIOLOGY ASSOCIATES, LLCNJ · 223460933-002 | ALLWORTH FINANCIAL | $46M |
R.E. SWEENEY COMPANY, INC.TX · 751037451-003 | (new plan) | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DTE ENERGY CORPORATE SERVICES, LLCMI · 205898509-001 | $3.7B | 13,899 | $14,600 | 9y | - |
THE NORTHERN TRUST COMPANYIL · 361561860-002 | $3.3B | 13,997 | $30,000 | 8y | - |
COREWELL HEALTHMI · 383382353-002 | $3.2B | 42,410 | $24,500 | 1y | - |
WILLIAM BEAUMONT HOSPITALMI · 381459362-002 | $3.0B | 48,125 | $29,100 | 5y | 1 |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | $985M | 8,304 | $18,622 | 6y | - |
DTE ENERGY CORPORATE SERVICES, LLCMI · 205898509-005 | $425M | 2,275 | $14,600 | 10y | - |
BOARD OF TRUSTEES METRO ILA PENSION FUNDNJ · 131939129-001 | $366M | 2,507 | $45,708 | 5y | - |
BOARD OF TRUSTEES METRO-ILA INDIVIDUAL ACCOUNT RETIREMENT PLANNJ · 223525303-001 | $278M | 1,454 | $46,279 | 1y | - |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | $267M | 4,170 | $113,981 | 10y | - |
COREWELL HEALTHMI · 383382353-001 | $229M | 3,593 | $17,900 | 1y | - |
Flag exposure
84.2%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 (36)
Raw Schedule C names collapsed into GEORGE JOHNSON & COMPANY.
- GEORGE A PENNINGTON & CO, LLC
- GEORGE A. JONAS, CPA
- GEORGE A. PENNIINGTON & CO. LLC CPA
- GEORGE ASHU
- GEORGE BERLA CONSULTING
- GEORGE BUENO
- GEORGE FERNETT
- GEORGE FUCHS
- GEORGE HILL SYSTEMS
- GEORGE JOHNSON & CO
- GEORGE JOHNSON & COMPANY
- GEORGE JOHNSON & COMPANY OF IL, LLC
- GEORGE JOHNSON AND COMPANY
- GEORGE JOHNSON COMPANY
- GEORGE L BUENO
- GEORGE L. BUENO
- GEORGE LAUFENBERG
- GEORGE LITAS
- GEORGE LLOYD
- GEORGE MARTIN
- GEORGE MCKELVEY CO., INC.
- GEORGE OSCHMANN
- GEORGE PENNINGTON AND CO., LLC
- GEORGE R KOROGHLIAN
- GEORGE RIPPEL
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 GEORGE JOHNSON & COMPANY'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 | 5.26% | 1.71% | +3.55 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.26% | 1.76% | +3.50 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 GEORGE JOHNSON & COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent