INGHAM & COMPANY
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24-7 YoYRank #654 of mapped providers
Assets under administration$1.0B0.0%Market share · rank #4006
Fees received$2MMedian $76,004/planSum across Schedule C direct + indirect
Net wins YoY-71 won · 8 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 INGHAM & COMPANY plan look like?
Service mix · median fees per plan
Count of plans where INGHAM & COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Sales loads (front end and deferred); Contract Administrator; Investment advisory (plan); Account maintenance fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 13 | 20 | $89,962 | |
Recordkeeping fees; Investment advisory (plan); Custodial (securities)Code 19 | 2 | $1,311 | |
Recordkeeping fees; Shareholder servicing fees; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Sub-transfer agency fees; Plan AdministratorCode 14 | 1 | $70,048 | |
Shareholder servicing fees; Sub-transfer agency fees; Account maintenance feesCode 59 | 1 | $9,522 |
Competitor overlap
Percent of INGHAM & 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 INGHAM & COMPANY.
| Sponsor | From | Assets |
|---|---|---|
BLISS & NYITRAY, INC.FL · 591203311-001 | (new plan) | $12M |
Plans lost in 2024
Appeared last year under INGHAM & COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHO ER 09ID · 820189910-001 | USI CONSULTING GROUP | $88M |
MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY ER 08WY · 830181634-001 | HAYNIE & COMPANY | $42M |
FARM BUREAU MUTUAL INSURANCE COMPANY OF IDAHOID · 820189910-004 | USI CONSULTING GROUP | $21M |
WEST GAINES SEED, INC.TX · 752567012-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $14M |
AERO INSTRUMENTS AND AVIONICS, INC.NY · 160961901-001 | ACTURIAL CONSULTING SERVICES, INC. | $14M |
THE KEYES COMPANYFL · 590897518-003 | PROVENANCE WEALTH ADVISORS | $8M |
JOHN KNOX VILLAGE OF FLORIDA, INC.FL · 591800721-002 | PRINCIPAL LIFE INSURANCE COMPANY | $7M |
JOHN KNOX VILLAGE OF FLORIDA, INC.FL · 591800721-003 | PRINCIPAL LIFE INSURANCE COMPANY | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANKUNITED, INC.FL · 270162450-001 | $248M | 2,338 | $235,414 | 10y | 1 |
STEARNS WEAVER MILLER WEISSLER ALHADEFF & SITTERSON, P.A.FL · 592126062-002 | $137M | 342 | $160,520 | 10y | 1 |
HAWKINS, DELAFIELD & WOOD, LLPNY · 135513990-001 | $107M | 150 | $160,462 | 10y | - |
WICKER, SMITH, OHARA, MCCOY & FORD, P.A.FL · 650089075-002 | $76M | 348 | $176,424 | 10y | - |
KUBICKI DRAPER, P.A.FL · 591365340-002 | $72M | 580 | $137,668 | 10y | - |
DIPLOMA HOLDINGS, INC.FL · 251817924-001 | $47M | 889 | $96,935 | 2y | - |
EVI INDUSTRIES, INC.FL · 112014231-001 | $38M | 798 | $77,278 | 7y | 2 |
NEUROSCIENCE CONSULTANTS, LLPFL · 542107535-001 | $37M | 339 | $144,179 | 10y | - |
ONE SPA WORLD,LLCFL · 823520440-001 | $36M | 431 | $129,155 | 6y | 1 |
PULMONARY PHYSICIANS OF SOUTH FLORIDA, LLCFL · 412117806-002 | $33M | 206 | $57,363 | 10y | - |
Flag exposure
75.0%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 (5)
Raw Schedule C names collapsed into INGHAM & COMPANY.
- INGHAM & COMAPNY
- INGHAM & COMPANY
- INGHAM AND COMPANY
- INGHAM RETIREMENT GROUP
- INGHAM RUSSELL INVESTMENT ADVISORS
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 INGHAM & 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 | 3 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 20.83% | 1.76% | +19.07 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 INGHAM & 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
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).