GRAY, GRAY & GRAY
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29+5 YoYRank #585 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #1938
Fees received$555,551Median $17,238/planSum across Schedule C direct + indirect
Net wins YoY+38 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 GRAY, GRAY & GRAY plan look like?
Service mix · median fees per plan
Count of plans where GRAY, GRAY & GRAY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Accounting (including auditing)Code 10 | 24 | $17,119 | |
Other feesCode 99 | 3 | $18,000 | |
Consulting (general)Code 16 | 1 | $21,000 | |
Other services; Direct payment from the planCode 49 | 1 | $17,000 |
Competitor overlap
Percent of GRAY, GRAY & GRAY'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 GRAY, GRAY & GRAY.
| Sponsor | From | Assets |
|---|---|---|
UKG INC.FL · 650694077-001 | HARTER SECREST & EMERY LLP | $2.0B |
DIGITAL TURBINE INC.NC · 222267658-001 | MMA SECURITIES LLC | $55M |
RED THREAD SPACES LLCMA · 043481341-001 | MMA SECURITIES LLC | $52M |
ICP CONSTRUCTION, INC.MA · 041143180-004 | COMPASS360 | $47M |
WINGATE MANAGEMENT COMPANY LLCMA · 202388094-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $30M |
HALLKEEN MANAGEMENT, INC.MA · 043097814-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $27M |
GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC.NY · 131641068-003 | MMA SECURITIES LLC | $18M |
GOODWILL INDUSTRIES OF GREATER NEW YORK AND NORTHERN NEW JERSEY, INC.NY · 131641068-001 | MMA SECURITIES LLC | $9M |
Plans lost in 2024
Appeared last year under GRAY, GRAY & GRAY; not this year.
| Sponsor | To | Assets |
|---|---|---|
HAEMONETICS CORPORATIONMA · 042882273-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $239M |
TOM TOM NORTH AMERICANH · 942909893-001 | CHARLES SCHWAB & CO., INC. | $88M |
USHG, LLCNY · 133981536-002 | GGG | $25M |
HOMETOWN FINANCIAL GROUP, INC.MA · 743073286-003 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UKG INC.FL · 650694077-001 | $2.0B | 11,829 | $30,000 | 1y | 1 |
CLEAN HARBORS ENVIROMENTAL SERVICES, INC.MA · 042698999-001 | $1.2B | 23,611 | $41,310 | 8y | 2 |
WEST VIRGINIA LABORERS PENSION TRUST FUNDWV · 556026775-001 | $570M | 7,245 | $30,750 | 1y | - |
FOLEY HOAG LLPMA · 042150535-003 | $382M | 954 | $22,494 | 9y | 1 |
COGNEX CORPORATIONMA · 042713778-001 | $260M | 1,459 | $21,000 | 2y | 1 |
WEST VIRGINIA LABORERSWV · 550772123-001 | $157M | 14,955 | $7,500 | 1y | - |
LANTHEUS MEDICAL IMAGING, INC.MA · 510396366-001 | $147M | 1,162 | $9,500 | 5y | 1 |
TRUSTEES OF EMMANUEL COLLEGEMA · 042105769-001 | $122M | 919 | $18,000 | 7y | 1 |
JOINT BOARD OF TRUSTEES OF THE IBEW LOCAL 972 PENSION FUNDOH · 310964117-001 | $90M | 658 | $38,841 | 3y | - |
PLUMBERS & PIPEFITTERS LOCAL 152 PENSION TRUST FUNDWV · 556029095-001 | $82M | 525 | $19,750 | 10y | - |
Flag exposure
93.1%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 (26)
Raw Schedule C names collapsed into GRAY, GRAY & GRAY.
- GRAY GRAY & GRAY
- GRAY GRAY & GRAY LLP
- GRAY GRAY & GRAY, LLP
- GRAY GRAY AND GRAY
- GRAY GRIFFITH & MAYS AC
- GRAY GRIFFITH + MAYS AC
- GRAY GRIFFITH AND MAYS AC
- GRAY LOCEY, CPA, P.C.
- GRAY PLAN MOOTY
- GRAY PLANT MOODY&BENNETT PA
- GRAY ROBINSON ATTY.
- GRAY ROBINSON, P.A
- GRAY TELEVISION INC
- GRAY, GRAY & GARY LLP
- GRAY, GRAY & GRAY
- GRAY, GRAY & GRAY LLP
- GRAY, GRAY & GRAY, LLP
- GRAY, GRAY AND GRAY
- GRAY, GRAY AND GRAY LLP
- GRAY, GRAY AND GRAY, LLP
- GRAY, GRAY, & GRAY LLP
- GRAY, GRAY, AND GRAY
- GRAY, GRAY, AND GRAY LLP
- GRAY, GRAY,& GRAY, LLP
- GRAY, GRIFFITH & MAYS AC
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 GRAY, GRAY & GRAY'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 | 9 | 31.03% | 1.71% | +29.32 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 27.59% | 1.76% | +25.83 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 GRAY, GRAY & GRAY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).