JONES WALKER LLP
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-2 YoYRank #3224 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #3818
Fees received$161,789Median $56,573/planSum across Schedule C direct + indirect
Net wins YoY-21 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 WALKER LLP plan look like?
Service mix · median fees per plan
Count of plans where JONES WALKER LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
LegalCode 29 | 3 | $56,573 |
Competitor overlap
Percent of JONES WALKER LLP'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 WALKER LLP.
| Sponsor | From | Assets |
|---|---|---|
COMMCARE CORPORATIONLA · 720996315-002 | STRATEGIC ADVISORS, INC. | $21M |
Plans lost in 2024
Appeared last year under JONES WALKER LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
WALDEMAR S NELSON & COMPANY, INCLA · 720488863-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $100M |
INTERNATIONAL-MATEX TANK TERMINALS LLCLA · 720771251-334 | AON CONSULTING | $81M |
ALLIED POWER SERVICES, LLCLA · 371857278-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HANCOCK WHITNEY CORPORATIONMS · 640693170-004 | $735M | 4,526 | $91,697 | 4y | - |
PHI GROUP, INC.LA · 842513763-002 | $427M | 2,639 | $56,573 | 4y | - |
COMMCARE CORPORATIONLA · 720996315-002 | $21M | 2,378 | $13,519 | 2y | - |
Flag exposure
66.7%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 (4)
Raw Schedule C names collapsed into JONES WALKER LLP.
- JONES WALKER
- JONES WALKER LLP
- JONES WALKER, LLP
- JONES, WALKER LLP
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 WALKER LLP'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 JONES WALKER LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent