JOSHUA LAUREN & CO., INC.
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2458 of mapped providers
Assets under administration$8.1B0.0%Market share · rank #1399
Fees received$183,854Median $38,625/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 JOSHUA LAUREN & CO., INC. plan look like?
Service mix · median fees per plan
Count of plans where JOSHUA LAUREN & CO., INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Plan AdministratorCode 14 | 1 | $101,439 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 1 | $22,090 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $5,166 | |
Investment management fees paid directly by planCode 51 | 1 | $55,159 |
Competitor overlap
Percent of JOSHUA LAUREN & CO., INC.'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 JOSHUA LAUREN & CO., INC..
| Sponsor | From | Assets |
|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | SUSAN FLAHERTY | $7.2B |
Plans lost in 2024
Appeared last year under JOSHUA LAUREN & CO., INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $5,166 | 1y | - |
BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STOREAL · 630708442-001 | $619M | 20,129 | $101,439 | 2y | - |
STEPTOE & JOHNSON PLLCWV · 550286140-001 | $189M | 919 | $22,090 | 6y | - |
VAN NESS PLASTIC MOLDING CO., INC.NJ · 222021715-001 | $7M | 151 | $55,159 | 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 (8)
Raw Schedule C names collapsed into JOSHUA LAUREN & CO., INC..
- JOSHUA BREWER
- JOSHUA HARNISHER
- JOSHUA JASHINSKI
- JOSHUA LAUREN & CO., INC.
- JOSHUA MARKS
- JOSHUA SACKS
- JOSHUA TODD
- JOSHUA YOUNG
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 JOSHUA LAUREN & CO., INC.'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 JOSHUA LAUREN & CO., INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent