JACOBS, BURNS, ORLOVE & HERNANDEZ
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-2 YoYRank #1424 of mapped providers
Assets under administration$14.5B0.0%Market share · rank #909
Fees received$552,254Median $10,742/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 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 JACOBS, BURNS, ORLOVE & HERNANDEZ plan look like?
Service mix · median fees per plan
Count of plans where JACOBS, BURNS, ORLOVE & HERNANDEZ ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 8 | $10,596 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $418,400 |
Competitor overlap
Percent of JACOBS, BURNS, ORLOVE & HERNANDEZ'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 JACOBS, BURNS, ORLOVE & HERNANDEZ.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | AMERICAN REALTY ADVISORS | $8.0B |
BOARD OF TRUSTEES - STAGEHANDS LOCAL TWOIL · 363248809-003 | MAURY KELLER, CPA | $105M |
Plans lost in 2024
Appeared last year under JACOBS, BURNS, ORLOVE & HERNANDEZ; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUNDIL · 366513565-001 | CHEIRON | $191M |
BOARD OF TRUSTEES PAINTERS DISTRICT COUN FINISHING INDUSTRIES RETIREMEIL · 832233608-001 | AURORA PRIVATE WEALTH INC | $20M |
BOT OF THE NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMIL · 900724512-002 | (new plan) | $117,884 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $10,742 | 9y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $418,400 | 10y | - |
UNITED FOOD AND COMMERCIAL WORKERS EMPLOYERS PENSION PLANWI · 396069053-001 | $475M | 14,962 | $59,656 | 3y | - |
BOARD OF TRUSTEES PAINTERS DISTRICT COUN NO. 30 PENSION FUNDIL · 366491120-001 | $461M | 3,081 | $19,825 | 10y | - |
BOARD OF TRUSTEES OF CERAMIC TILE AND TERRAZZO LOCAL 67 B.A.C ANNUITYIL · 363707316-001 | $172M | 1,468 | $10,449 | 10y | - |
BD OF TRUSTEES STAGEHANDS LOCALIL · 366099766-001 | $157M | 1,688 | $11,856 | 8y | - |
BOARD OF TRUSTEES - STAGEHANDS LOCAL TWOIL · 363248809-003 | $105M | 2,234 | $7,323 | 8y | - |
BOARD OF TRUSTEES STUDIO MECHANICS LOCAL 476 IATSE RETIREMENIL · 366552588-001 | $103M | 1,674 | $6,061 | 10y | - |
BOARD OF TRUSTEES STUDIO MECHANICS LOCAL 476 ANNUITY FUNDIL · 363828094-002 | $41M | 2,721 | $7,942 | 10y | - |
Flag exposure
77.8%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 JACOBS, BURNS, ORLOVE & HERNANDEZ.
- E. JACOBS
- JACOB BURNS ORLOVE & HERNANDES
- JACOB BURNS ORLOVE & HERNANDEZ
- JACOB BURNS ORLOVE HERNANDEZ
- JACOB, BURNS, ORLOVE
- JACOB, BURNS, ORLOVE & HERNANDEZ LL
- JACOBS BURNS ORLOVE & HERNANDEZ
- JACOBS BURNS ORLOVE & HERNANDEZ LLP
- JACOBS LEVY
- JACOBS LEVY MANAGEMENT
- JACOBS WEALTH MANAGEMENT GROUP
- JACOBS, BURNS ET AL
- JACOBS, BURNS, ORLOVE
- JACOBS, BURNS, ORLOVE & HERNANDEZ
- JACOBS, BURNS, ORLOVE, HERNANDEZ
- JACOBS,BURNS,ORLOVE, HERNANDEZ
- JACOBS,BURNS,ORLOVE, HERNANDEZ,
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 JACOBS, BURNS, ORLOVE & HERNANDEZ'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 JACOBS, BURNS, ORLOVE & HERNANDEZ. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent