GERBER LLC
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+4 YoYRank #1318 of mapped providers
Assets under administration$4.2B0.0%Market share · rank #2111
Fees received$333,147Median $38,435/planSum across Schedule C direct + indirect
Net wins YoY+45 won · 1 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 GERBER LLC plan look like?
Service mix · median fees per plan
Count of plans where GERBER LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $14,190 | |
Investment advisory (plan)Code 27 | 3 | $46,200 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Other fees; Other servicesCode 15 | 2 | $35,784 | |
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $43,673 |
Competitor overlap
Percent of GERBER 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 GERBER LLC.
| Sponsor | From | Assets |
|---|---|---|
HILTON DOMESTIC OPERATING COMPANY, INC.VA · 384009972-101 | ALSTON & BIRD LLP | $2.3B |
SHEPPARD, MULLIN, RICHTER & HAMPTON LLPCA · 951463164-002 | GERBER KAWASAKI WEALTH & | $912M |
SOUTHEAST, INC.OH · 310940189-001 | (new plan) | $19M |
ESL GAMING AMERICA, INCOH · 465157379-001 | (new plan) | $12M |
BUDDHA JONES, LLCCA · 201911640-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under GERBER LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE MALLORY GROUP INCORPORATEDTN · 620291330-004 | RAYMOND JAMES FINANCIAL SERVICES | $20M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HILTON DOMESTIC OPERATING COMPANY, INC.VA · 384009972-101 | $2.3B | 36,894 | $5,072 | 1y | - |
SHEPPARD, MULLIN, RICHTER & HAMPTON LLPCA · 951463164-002 | $912M | 2,420 | $14,190 | 1y | - |
NORTH MISSISSIPPI HEALTH SERVICES, INC.MS · 640653269-002 | $426M | 8,891 | $47,062 | 6y | - |
NORTH MISSISSIPPI HEALTH SERVICES, INC.MS · 640653269-003 | $362M | 8,722 | $40,283 | 4y | - |
SEMMES-MURPHEY CLINICTN · 620642575-002 | $118M | 514 | $46,200 | 7y | - |
NUNA, INC.CA · 800570221-001 | $26M | 348 | $44,862 | 5y | 1 |
SOUTHEAST, INC.OH · 310940189-001 | $19M | 536 | $57,427 | 7y | - |
PROVIDENT TITLE COMPANYCA · 954100304-001 | $14M | 121 | $36,586 | 5y | - |
ESL GAMING AMERICA, INCOH · 465157379-001 | $12M | 293 | $26,706 | 1y | 1 |
BUDDHA JONES, LLCCA · 201911640-001 | $6M | 158 | $14,759 | 1y | 1 |
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 (14)
Raw Schedule C names collapsed into GERBER LLC.
- GERBER KAWASAKI
- GERBER KAWASAKI & INVESTMENT MGMT
- GERBER KAWASAKI INC FBO HATEM
- GERBER KAWASAKI INC FBO HATEM DHIAB
- GERBER KAWASAKI WLTH & INV MGMT
- GERBER KAWASAKI, INC.
- GERBER LLC
- GERBER TAYLOR
- GERBER TAYLOR ASSOCIATES
- GERBER/ TAYLOR ASSOCIATES, INC.
- GERBER/TAYLOR & ASSOCIATES
- GERBER/TAYLOR ASSOCIATES INC
- GERBER/TAYLOR ASSOCIATES INC.
- GERBER/TAYLOR 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 GERBER 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 | 1 | 10.00% | 26.94% | -16.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 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 GERBER 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