LEONARD CARDER, LLP
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-6 YoYRank #1364 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #923
Fees received$206,682Median $23,158/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 LEONARD CARDER, LLP plan look like?
Service mix · median fees per plan
Count of plans where LEONARD CARDER, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 6 | $37,204 | |
Consulting (pension)Code 17 | 1 | $9,000 | |
Other commissions; Other servicesCode 49 | 1 | $1,518 |
Competitor overlap
Percent of LEONARD CARDER, 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 LEONARD CARDER, LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under LEONARD CARDER, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, SAN FRANCISCO ELECTRICAL WORKERSCA · 946062674-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $595M |
INTL LONGSHORE & WAREHOUSE UNIONCA · 940577594-333 | BUSH GOTTLIEB, A LAW CORPORATION | $34M |
MECKLEYS LIMESTONE PRODUCTS, INCPA · 231669932-002 | MORGAN STANLEY SMITH BARNEY | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BATTELLE MEMORIAL INSTITUTEOH · 314379427-003 | $3.4B | 13,617 | $9,000 | 1y | 1 |
BOARD OF TRUSTEES, NORTHERN CALIFORNIA ELECTRICALCA · 946062674-001 | $697M | 3,322 | $11,824 | 10y | - |
BOARD OF TRUSTEES, IBEW LOCAL 595 MONEY PURCHASECA · 946125583-002 | $547M | 3,223 | $48,074 | 10y | - |
BOARD OF TRUSTEES, IBEW LOCAL 595 PENSION PLANCA · 946279541-001 | $546M | 3,345 | $55,543 | 10y | - |
BOARD OF TRUSTEES OF HAWAII LONGSHORE PENSION PLANHI · 990314293-001 | $430M | 1,452 | $34,492 | 9y | - |
BOARD OF TRUSTEES, MFOW MONEY PURCHASE PENSION PLANCA · 946201677-002 | $42M | 691 | $6,316 | 5y | - |
BOARD OF TRUSTEES, EAST BAY RESTAURANT & TAVERNCA · 946076428-001 | $36M | 4,649 | $39,915 | 10y | - |
WALSH TRUCKING COMPANY LTDOR · 930744115-001 | $14M | 563 | $1,518 | 5y | 2 |
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 (14)
Raw Schedule C names collapsed into LEONARD CARDER, LLP.
- LEONARD ADAMS INSURANCE INC
- LEONARD CARDER
- LEONARD CARDER LLP
- LEONARD CARDER, LLP
- LEONARD CARDER,LLP
- LEONARD ESSEX
- LEONARD FRANCIS P
- LEONARD LINDROS
- LEONARD MILLER & ASSOC, CHARTERED
- LEONARD MILLER & ASSOCIATES, CHARTE
- LEONARD OBRIEN
- LEONARD SCHULER
- LEONARD, O'BRIEN, SPENCER
- LEONARD,CARDER, ET. AL.
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 LEONARD CARDER, 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 | 1 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 25.00% | 1.76% | +23.24 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 LEONARD CARDER, 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