LAURIE HAND
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #2873 of mapped providers
Assets under administration$7.6B0.0%Market share · rank #1445
Fees received$396,301Median $83,919/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 LAURIE HAND plan look like?
Service mix · median fees per plan
Count of plans where LAURIE HAND 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 | 3 | $83,919 |
Competitor overlap
Percent of LAURIE HAND'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 LAURIE HAND.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | WESTERN ASSET MANAGEMENT COMPANY | $2.1B |
Plans lost in 2024
Appeared last year under LAURIE HAND; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | VERUS | $622M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $231,850 | 6y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $80,532 | 5y | - |
PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLANNY · 133877439-003 | $961M | 5,695 | $83,919 | 2y | 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 (8)
Raw Schedule C names collapsed into LAURIE HAND.
- LAURIE BUTCHER
- LAURIE ENGSTROM MARTINEZ
- LAURIE HAND
- LAURIE KILLIEBREW
- LAURIE MARTINEZ
- LAURIE NIEMI
- LAURIE SMITH
- LAURIE STEWART
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 LAURIE HAND'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 | 1 | 33.33% | 1.71% | +31.62 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 LAURIE HAND. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent