GYL FINANCIAL SYNERGIES
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13Rank #1103 of mapped providers
Assets under administration$5.3B0.0%Market share · rank #1845
Fees received$698,074Median $51,500/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 GYL FINANCIAL SYNERGIES plan look like?
Service mix · median fees per plan
Count of plans where GYL FINANCIAL SYNERGIES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan)Code 27 | 9 | $51,500 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $55,790 | |
Consulting feesCode 70 | 1 | $65,000 |
Competitor overlap
Percent of GYL FINANCIAL SYNERGIES'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 GYL FINANCIAL SYNERGIES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GYL FINANCIAL SYNERGIES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NUVANCE HEALTHCT · 834214573-003 | $1.2B | 13,041 | $48,684 | 2y | 1 |
GILBANE INC.RI · 050147010-001 | $1.0B | 5,162 | $100,000 | 9y | 2 |
NUVANCE HEALTHCT · 834214573-002 | $746M | 4,687 | $55,790 | 2y | 2 |
FEDERATED HERMES, INC.PA · 251111467-001 | $694M | 1,937 | $65,000 | 2y | - |
EXPONENT, INC.CA · 770218904-002 | $616M | 2,106 | $37,500 | 6y | - |
BOARD OF TRUSTEES OF THE HOTEL INDUSTRY-ILWU PENSION PLANHI · 996027621-001 | $319M | 16,470 | $51,500 | 6y | - |
VITRO FLAT GLASS LLCPA · 813489093-003 | $311M | 3,562 | $78,708 | 4y | - |
SHEET METAL WORKERS LOCAL 100 401K PLANOR · 522080474-002 | $161M | 3,750 | $60,000 | 6y | 1 |
BOARD OF TRUSTEES OF THE ILWU (HAWAII) EMPLOYERS GENERAL PENSION TRUSTHI · 996027623-001 | $91M | 4,369 | $51,500 | 8y | - |
VITRO FLAT GLASS LLCPA · 813489093-001 | $58M | 326 | $25,000 | 6y | - |
Flag exposure
76.9%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 (8)
Raw Schedule C names collapsed into GYL FINANCIAL SYNERGIES.
- GYL FINANACIAL SYNERGIES, LLC
- GYL FINANCIAL SYNERGIES
- GYL FINANCIAL SYNERGIES LLC
- GYL FINANCIAL SYNERGIES, INC.
- GYL FINANCIAL SYNERGIES, LLC
- GYL FINANCIAL SYNERGIES,LLC
- GYL FINANCIAL SYNGERIES LLC
- GYL RESNICK
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 GYL FINANCIAL SYNERGIES'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 | 2 | 15.38% | 1.71% | +13.67 pp |
| Failed to provide benefit | 1 | 7.69% | 0.14% | +7.55 pp |
| Corrective distributions | 3 | 23.08% | 1.76% | +21.32 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 GYL FINANCIAL SYNERGIES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent