JEFF BARNES
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #9181 of mapped providers
Assets under administration$74M0.0%Market share · rank #7690
Fees received$145,400Median $72,700/planSum across Schedule C direct + indirect
Net wins YoY+11 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 JEFF BARNES plan look like?
Service mix · median fees per plan
Count of plans where JEFF BARNES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (individual)Code 20 | 1 | $17,400 | |
Other feesCode 99 | 1 | $128,000 |
Competitor overlap
Percent of JEFF BARNES'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 JEFF BARNES.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, LABOR UNIONS 401(K) PLANCA · 336194629-001 | JEF EATCHEL | $74M |
Plans lost in 2024
Appeared last year under JEFF BARNES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, LABOR UNIONS 401(K) PLANCA · 336194629-001 | $74M | 3,614 | $17,400 | 1y | 1 |
REASOR'S HOLDING COMPANY, INC.OK · 264318955-002 | $0 | 0 | $128,000 | 1y | 1 |
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 (13)
Raw Schedule C names collapsed into JEFF BARNES.
- JEFF BARNES
- JEFF EATCHEL
- JEFF ELLIS
- JEFF GRONBECK
- JEFF HESTER
- JEFF HINES
- JEFF JARBO
- JEFF M LESSER
- JEFF PARKS
- JEFF REASOR
- JEFF SOUTHWICK
- JEFF TURTON
- JEFF WOLK
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 JEFF BARNES'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 | 50.00% | 7.76% | +42.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 50.00% | 1.71% | +48.29 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 JEFF BARNES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent