JONES & ROTH, PC
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15Rank #968 of mapped providers
Assets under administration$3.5B0.0%Market share · rank #2310
Fees received$299,673Median $14,175/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 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 JONES & ROTH, PC plan look like?
Service mix · median fees per plan
Count of plans where JONES & ROTH, PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Accounting (including auditing)Code 10 | 14 | $17,188 | |
Contract AdministratorCode 13 | 1 | $3,566 |
Competitor overlap
Percent of JONES & ROTH, PC'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 JONES & ROTH, PC.
| Sponsor | From | Assets |
|---|---|---|
PLAN PROFESSIONALS, LLCNJ · 853213245-314 | PENSION PROFIT SHARING SERVICES INC | $1.5B |
TWINSTAR CREDIT UNIONWA · 910440744-002 | ABG PORTFOLIO STRATEGIES, INC. | $86M |
DARI-MART STORES, INC.OR · 930619590-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $9M |
Plans lost in 2024
Appeared last year under JONES & ROTH, PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
REALPAGE, INCTX · 752788861-001 | THE VANGUARD GROUP, INC. | $313M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PLAN PROFESSIONALS, LLCNJ · 853213245-314 | $1.5B | 77,246 | $33,916 | 1y | 2 |
LES SCHWAB WAREHOUSE CENTER, LLCOR · 930470437-333 | $865M | 8,803 | $39,800 | 9y | - |
JELD-WEN HOLDING, INC.NC · 931273278-003 | $518M | 13,624 | $20,200 | 10y | 2 |
JELD-WEN, INC.NC · 930496342-001 | $262M | 8,901 | $22,450 | 10y | - |
DOYON, LIMITEDAK · 920042933-002 | $156M | 1,591 | $25,500 | 3y | 2 |
TWINSTAR CREDIT UNIONWA · 910440744-002 | $86M | 1,033 | $41,250 | 1y | 1 |
WOMEN'S CARE, P.C.OR · 930979075-003 | $49M | 210 | $14,175 | 7y | - |
CASCADE HEALTHOR · 930421470-001 | $28M | 356 | $20,550 | 10y | - |
PROPELLEROR · 455286846-001 | $22M | 250 | $13,300 | 3y | 1 |
JELD-WEN HOLDING, INC.NC · 931273278-002 | $12M | 2,120 | $14,100 | 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 (11)
Raw Schedule C names collapsed into JONES & ROTH, PC.
- JONES & ROTH
- JONES & ROTH CPA
- JONES & ROTH CPAS
- JONES & ROTH CPAS & BUSINESS ADVISO
- JONES & ROTH P.C.
- JONES & ROTH PC
- JONES & ROTH, P.C
- JONES & ROTH, P.C.
- JONES & ROTH, PC
- JONES AND ROTH
- JONES AND ROTH PC
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 JONES & ROTH, PC'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 | 5 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 1 | 6.67% | 0.14% | +6.53 pp |
| Corrective distributions | 4 | 26.67% | 1.76% | +24.91 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 JONES & ROTH, PC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent