LEGACY PROFESSIONALS LLP
27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served164+4 YoYRank #136 of mapped providers
Assets under administration$112.9B0.1%Market share · rank #124
Fees received$9MMedian $30,869/planSum across Schedule C direct + indirect
Net wins YoY+414 won · 10 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 LEGACY PROFESSIONALS LLP plan look like?
Service mix · median fees per plan
Count of plans where LEGACY PROFESSIONALS LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Accounting (including auditing)Code 10 | 149 | $32,295 | |
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $11,465 | |
Named fiduciary; Investment advisory (plan); Other investment fees and expenses; Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 5 | $15,807 | |
Contract AdministratorCode 13 | 2 | $4,512 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $9,474 | |
Consulting (general)Code 16 | 1 | $5,500 |
Competitor overlap
Percent of LEGACY PROFESSIONALS 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 LEGACY PROFESSIONALS LLP.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401KMN · 411760754-002 | CLIFTONLARSONALLEN LLP | $1.1B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | SUNTRUST BANKS, INC. | $644M |
BOARD OF TRUSTEES, 701 PENSION FUNDIL · 366455509-001 | ISSI | $487M |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLANMN · 416035616-001 | CLIFTONLARSONALLEN LLP | $417M |
INTERMOUNTAIN RETAIL STORE EMPLOYEES PENSION PLAN BOARD OF TRUSTEESWA · 916187192-001 | ZENITH AMERICAN SOLUTIONS | $207M |
TRUSTEES OF JOURNEYMEN & APPRENTICES OF LOCAL 188 PENSION FUNDFL · 586088292-001 | DENNIS G. JENKINS, CPA,LLC | $87M |
YORK CAPITAL MANAGEMENT (US) ADVISORS, L.P.NY · 263971819-001 | CETERA ADVISOR NETWORKS LLC | $46M |
PCI ENERGY SOLUTIONS A.K.A. POWER COSTS, INC.OK · 731408922-001 | ROBERTSON & ROBERTSON, PLLC | $45M |
GREENVILLE PLUMBERS & PIPEFITTERS PENSION FUNDTX · 576041658-068 | DENNIS G. JENKINS, CPA,LLC | $36M |
PARKWAY BANCORP, INC.IL · 362694975-002 | RAYMOND JAMES FINANCIAL SERVICES | $32M |
Plans lost in 2024
Appeared last year under LEGACY PROFESSIONALS LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $4.5B |
SPRINKLER INDUSTRY SUPPLEMENTAL PENSION FUND JOINT BOARD OF TRUSTEESMD · 141595069-001 | NTIVA, INC | $2.6B |
PEARSON EDUCATION INCNJ · 221603684-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.3B |
BOARD OF TRUSTEES OHIO CARPENTERS' ANNUITY FUNDMI · 341778747-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $371M |
APPLIED SYSTEMS, INC.IL · 205511045-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $194M |
BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSIONMI · 362882653-001 | FRSECURE | $154M |
INTL ASSOC OF HEAT AND FROST INS. & ASB. WKRS 75IN · 352150963-001 | 1834 INVESTMENT ADVISORS CO | $12M |
TACTIS, LLCDC · 472698509-001 | HUNNEX AND SHOEMAKER, INC. | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $135,403 | 8y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $45,230 | 7y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $1M | 10y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $204,633 | 8y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $225,399 | 10y | - |
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $145,892 | 10y | - |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $98,810 | 10y | - |
TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597IL · 361820310-002 | $2.5B | 11,439 | $29,747 | 10y | 2 |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | $2.1B | 31,115 | $270,717 | 10y | - |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | $2.1B | 33,266 | $220,197 | 10y | - |
Flag exposure
87.8%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 (27)
Raw Schedule C names collapsed into LEGACY PROFESSIONALS LLP.
- LEGACY
- LEGACY ADVISOR PARTNERS
- LEGACY ASSET MANAGEMENT
- LEGACY ASSET MANAGEMENT INC
- LEGACY ASSET MANAGEMENT, INC
- LEGACY ASSET MANAGEMENT, INC.
- LEGACY CAPITAL MANAGEMENT
- LEGACY EXECUTIVE BENEFITS
- LEGACY EXECUTIVE BENEFITS DBA
- LEGACY FINANCIAL ADVISOR
- LEGACY FINANCIAL STRATEGIES LLC/SAM
- LEGACY FRUIT PACKERS, LLC
- LEGACY ONE FNCL ADVISORS
- LEGACY PENSIONEERS LLC
- LEGACY PROFESSIONAL LLP
- LEGACY PROFESSIONALS
- LEGACY PROFESSIONALS L.L.P
- LEGACY PROFESSIONALS LLC
- LEGACY PROFESSIONALS LLP
- LEGACY PROFESSIONALS LP
- LEGACY PROFESSIONALS, LLC
- LEGACY PROFESSIONALS, LLP
- LEGACY PROFSSIONALS LLP
- LEGACY RETIREMENT SOLUTIONS THIRD P
- LEGACY WEALTH PLANNING
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 LEGACY PROFESSIONALS 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 | 5 | 3.05% | 26.94% | -23.89 pp |
| Late contributions | 22 | 13.41% | 1.71% | +11.70 pp |
| Failed to provide benefit | 2 | 1.22% | 0.14% | +1.08 pp |
| Corrective distributions | 6 | 3.66% | 1.76% | +1.90 pp |
| Loss discovered | 1 | 0.61% | 0.00% | +0.61 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with LEGACY PROFESSIONALS LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).