HEARD MCELROY & VESTAL, LLC
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-1 YoYRank #965 of mapped providers
Assets under administration$429M0.0%Market share · rank #5238
Fees received$353,632Median $15,200/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 HEARD MCELROY & VESTAL, LLC plan look like?
Service mix · median fees per plan
Count of plans where HEARD MCELROY & VESTAL, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; Contract Administrator; Other feesCode 13 | 7 | $20,005 | |
Other services; Accounting (including auditing); Other feesCode 10 | 4 | $11,450 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 2 | $20,613 | |
Investment managementCode 28 | 1 | $7,725 | |
Consulting feesCode 70 | 1 | $17,000 |
Competitor overlap
Percent of HEARD MCELROY & VESTAL, 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 HEARD MCELROY & VESTAL, LLC.
| Sponsor | From | Assets |
|---|---|---|
CHAFFE MCCALL, L.L.P.LA · 720476169-001 | (new plan) | $46M |
Plans lost in 2024
Appeared last year under HEARD MCELROY & VESTAL, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TERRAL RIVERSERVICE INC.LA · 720890414-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $22M |
REGIONAL UROLOGY, LLCLA · 721324701-003 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HIGHLAND CLINIC, A P.M.C.LA · 720703150-003 | $86M | 359 | $10,400 | 9y | - |
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.TX · 741194662-001 | $79M | 140 | $18,000 | 2y | - |
HUNT, GUILLOT & ASSOCIATES, LLCLA · 721354146-001 | $60M | 705 | $42,886 | 10y | 1 |
CHAFFE MCCALL, L.L.P.LA · 720476169-001 | $46M | 92 | $9,709 | 1y | - |
HUNT FOREST PRODUCTS, L.L.C.LA · 720822526-001 | $38M | 878 | $100,569 | 4y | 1 |
MADDEN CONTRACTING COMPANY, LLCLA · 720574611-001 | $30M | 854 | $17,000 | 7y | 1 |
VALLUZZO COMPANIES, LLCLA · 383821140-001 | $23M | 1,263 | $8,637 | 10y | - |
ETHEREDGE ELECTRIC COMPANY, LLCLA · 721041621-002 | $14M | 123 | $6,633 | 5y | - |
SHREVEPORT TRANSIT MANAGEMENT, INC.LA · 721150610-001 | $13M | 222 | $12,500 | 7y | - |
ST. JOSEPH HOLDINGS, LLCLA · 800109664-001 | $12M | 1,726 | $30,825 | 9y | 2 |
Flag exposure
100.0%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 (17)
Raw Schedule C names collapsed into HEARD MCELROY & VESTAL, LLC.
- HEARD MCELORY & VESTAL, LLC
- HEARD MCELROY & VESTAL
- HEARD MCELROY & VESTAL LLC
- HEARD MCELROY & VESTAL, CPA
- HEARD MCELROY & VESTAL, L.L.C.
- HEARD MCELROY & VESTAL, LLC
- HEARD, MCELORY, & VESTAL
- HEARD, MCELROY & VESTAL
- HEARD, MCELROY & VESTAL LLC
- HEARD, MCELROY & VESTAL, L.L.C.
- HEARD, MCELROY & VESTAL, LLC
- HEARD, MCELROY AND VESTAL
- HEARD, MCELROY AND VESTAL, LLC
- HEARD, MCELROY, & VESTAL
- HEARD, MCELROY, & VESTAL, LLC
- HEARD, MCELROY, VESTAL, LLP
- HEARD, MCELROYVESTAL, LLC
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 HEARD MCELROY & VESTAL, 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 | 1 | 6.67% | 7.76% | -1.10 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 33.33% | 1.76% | +31.57 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 HEARD MCELROY & VESTAL, 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
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).