JEFFREY SLOCUM & ASSOCIATES
42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-1 YoYRank #1573 of mapped providers
Assets under administration$14.0B0.0%Market share · rank #918
Fees received$646,056Median $56,392/planSum across Schedule C direct + indirect
Net wins YoY+01 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 JEFFREY SLOCUM & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where JEFFREY SLOCUM & ASSOCIATES 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 | 4 | $135,622 | |
Accounting (including auditing)Code 10 | 1 | $8,700 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 1 | $7,002 | |
Other commissionsCode 55 | 1 | $22,287 |
Competitor overlap
Percent of JEFFREY SLOCUM & ASSOCIATES'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 JEFFREY SLOCUM & ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
VANDEMARK CHEMICAL INC.NY · 160757316-001 | JEFFREY L. OFFHAUS CPA, LLC | $12M |
Plans lost in 2024
Appeared last year under JEFFREY SLOCUM & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEE UNITE HERE! WORKERSMA · 454227067-026 | MEKETA INVESTMENT GROUP | $137M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $213,572 | 9y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $280,431 | 10y | - |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | $1.7B | 168,072 | $57,672 | 3y | - |
WATSON CLINIC LLPFL · 590704934-001 | $328M | 2,942 | $7,002 | 4y | 1 |
ISLAND INTERNATIONAL INDUSTRIES, INC.NY · 113429370-001 | $12M | 316 | $22,287 | 9y | - |
VANDEMARK CHEMICAL INC.NY · 160757316-001 | $12M | 123 | $8,700 | 1y | 1 |
TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUNDIL · 362872107-011 | $10M | 9,002 | $56,392 | 10y | - |
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 (42)
Raw Schedule C names collapsed into JEFFREY SLOCUM & ASSOCIATES.
- JEFFREY BRYSON
- JEFFREY C. ELMS
- JEFFREY C. GRAVES
- JEFFREY DICKINSON
- JEFFREY FIGUEROA
- JEFFREY GIRSKY
- JEFFREY H. LERER ESQ
- JEFFREY HELLER
- JEFFREY HOLLIFIED
- JEFFREY HOLLIFIELD
- JEFFREY J SNIDER
- JEFFREY J,FLAMMAN INVESTMENT
- JEFFREY L OFFHAS CPA, LLC
- JEFFREY LARSON
- JEFFREY M LESSER
- JEFFREY M. LESSER
- JEFFREY MOORFOOT, CPA P.C.
- JEFFREY PARKINSON
- JEFFREY PIERUCCI
- JEFFREY SLOCOM & ASSOCIATES
- JEFFREY SLOCUM & ASSOC
- JEFFREY SLOCUM & ASSOC.
- JEFFREY SLOCUM & ASSOCAITES
- JEFFREY SLOCUM & ASSOCIAT
- JEFFREY SLOCUM & ASSOCIATES
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 JEFFREY SLOCUM & ASSOCIATES'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 | 2 | 28.57% | 1.71% | +26.86 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 JEFFREY SLOCUM & ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent