JACQUELINE M KINKADE
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3387 of mapped providers
Assets under administration$6.8B0.0%Market share · rank #1564
Fees received$214,662Median $79,274/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 JACQUELINE M KINKADE plan look like?
Service mix · median fees per plan
Count of plans where JACQUELINE M KINKADE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 2 | $97,994 | |
Investment advisory (participants)Code 26 | 1 | $18,675 |
Competitor overlap
Percent of JACQUELINE M KINKADE'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 JACQUELINE M KINKADE.
| Sponsor | From | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | WILSON-MCSHANE CORPORATION | $4.5B |
AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C.GA · 581327528-002 | LISTER/KYTLE | $13M |
Plans lost in 2024
Appeared last year under JACQUELINE M KINKADE; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $470M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $116,713 | 1y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $79,274 | 2y | - |
AUGUSTA ORTHOPEDIC & SPORTS MEDICINE SPECIALISTS, P.C.GA · 581327528-002 | $17M | 145 | $18,675 | 2y | - |
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 (15)
Raw Schedule C names collapsed into JACQUELINE M KINKADE.
- JACQUELINE A. LAPOINTE
- JACQUELINE BREEN
- JACQUELINE COGO
- JACQUELINE COURTIEN
- JACQUELINE CURTIEN
- JACQUELINE DUVALLY
- JACQUELINE ERVIN
- JACQUELINE KIMMERLING
- JACQUELINE LISTER
- JACQUELINE M KINKADE
- JACQUELINE MARIE GEARY
- JACQUELINE MOORE
- JACQUELINE NIEVES
- JACQUELINE SACHER
- JACQUELINE VAQUER
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 JACQUELINE M KINKADE'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 JACQUELINE M KINKADE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent