LATTIMORE BLACK MORGAN AND CAIN
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-4 YoYRank #2874 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3107
Fees received$50,450Median $20,100/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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 LATTIMORE BLACK MORGAN AND CAIN plan look like?
Service mix · median fees per plan
Count of plans where LATTIMORE BLACK MORGAN AND CAIN ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 2 | $20,100 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 1 | $10,250 |
Competitor overlap
Percent of LATTIMORE BLACK MORGAN AND CAIN'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 LATTIMORE BLACK MORGAN AND CAIN.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under LATTIMORE BLACK MORGAN AND CAIN; not this year.
| Sponsor | To | Assets |
|---|---|---|
CHS EMPLOYEE GROUP, LLCTN · 232704721-001 | LBMC, PC | $100M |
NATIONAL SEATING & MOBILITY, INCTN · 621400785-001 | LBMC, PC | $77M |
HARPETH HALL SCHOOLTN · 620501916-001 | (new plan) | $45M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NISSAN NORTH AMERICA, INC.TN · 952108010-001 | $1.6B | 10,503 | $20,100 | 6y | - |
NISSAN NORTH AMERICA, INC.TN · 952108010-007 | $291M | 4,913 | $20,100 | 5y | - |
EDUCATION & TRAINING RESOURCESKY · 611242482-001 | $11M | 1,869 | $10,250 | 6y | 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 (21)
Raw Schedule C names collapsed into LATTIMORE BLACK MORGAN AND CAIN.
- LATTIMORE BLACK
- LATTIMORE BLACK MORGAIN
- LATTIMORE BLACK MORGAN
- LATTIMORE BLACK MORGAN &
- LATTIMORE BLACK MORGAN & CAIN
- LATTIMORE BLACK MORGAN & CAIN P.C.
- LATTIMORE BLACK MORGAN & CAIN PC
- LATTIMORE BLACK MORGAN & CAIN, P.C.
- LATTIMORE BLACK MORGAN & CAIN, PC
- LATTIMORE BLACK MORGAN AND CAIN
- LATTIMORE, BLACK, MORGAIN & CAIN,PC
- LATTIMORE, BLACK, MORGAN & CAIN
- LATTIMORE, BLACK, MORGAN & CAIN, P
- LATTIMORE, BLACK, MORGAN & CAIN, PC
- LATTIMORE, BLACK, MORGAN & CRAIN, P
- LATTIMORE, BLACK, MORGAN AND CAIN
- LATTIMORE, BLACK, MORGAN& CAIN
- LATTIMORE, BLACK, MORGAN, & CAIN
- LATTIMORE, BLACK, MORGAN, & CAIN PC
- LATTIMORE,BLACK,MORGAN & CAIN, P .
- LATTIMORE,BLACK,MORGAN & CAIN,LLC
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 LATTIMORE BLACK MORGAN AND CAIN'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 | 1 | 33.33% | 1.76% | +31.57 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 LATTIMORE BLACK MORGAN AND CAIN. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent