LEVY RATNER
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-2 YoYRank #1411 of mapped providers
Assets under administration$305M0.0%Market share · rank #5765
Fees received$158,510Median $19,321/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 LEVY RATNER plan look like?
Service mix · median fees per plan
Count of plans where LEVY RATNER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 4 | $16,053 | |
Investment advisory (plan)Code 27 | 3 | $20,000 | |
Investment advisory (participants)Code 26 | 1 | $18,641 |
Competitor overlap
Percent of LEVY RATNER'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 LEVY RATNER.
| Sponsor | From | Assets |
|---|---|---|
UMONGOUS INCNJ · 460808307-001 | (new plan) | $8M |
ANGELIC PRACTICE MANAGEMENT LLCNJ · 825301108-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $2M |
Plans lost in 2024
Appeared last year under LEVY RATNER; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | LOOMIS SAYLES | $3.4B |
CONSUMER REPORTS, INC.NY · 131776434-001 | JPMORGAN INVEST HOLDINGS LLC | $34M |
BOT OF THE GUILD - CONSUMER REPORTS ADJUSTABLE RETIREMENT FUNDNJ · 463402474-001 | BCG SECURITIES | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE GUILD-TIMES ADJUSTABLE PENSION FUNDNY · 461715205-001 | $114M | 2,374 | $20,105 | 6y | - |
BOARD OF TRUSTEES GRAPHICS COMM. INT'L UNIONNY · 136415392-001 | $91M | 906 | $44,500 | 7y | - |
REPUBLIC FIRST BANKTX · 232479933-001 | $36M | 429 | $22,500 | 4y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 102 PENSION FUNDNJ · 226106515-001 | $20M | 493 | $12,000 | 10y | - |
RESINTECH, INC.NJ · 222755823-001 | $18M | 629 | $20,000 | 2y | - |
NEWSGUILD OF NEW YORK PUBLISHERS PENSION FUNDNJ · 131881863-001 | $16M | 878 | $9,855 | 6y | - |
UMONGOUS INCNJ · 460808307-001 | $8M | 149 | $18,641 | 1y | - |
ANGELIC PRACTICE MANAGEMENT LLCNJ · 825301108-001 | $2M | 240 | $10,909 | 1y | 2 |
Flag exposure
87.5%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 (9)
Raw Schedule C names collapsed into LEVY RATNER.
- LEVY RATNER
- LEVY RATNER P.C.
- LEVY RATNER PC
- LEVY RATNER, P.C
- LEVY RATNER, P.C.
- LEVY RATNER, PC
- LEVY WEALTH MANAGEMENT GROUP
- LEVY WEALTH MANAGEMENT GROUP, LLC
- LEVY, RATNER P.C.
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 LEVY RATNER'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 | 1 | 12.50% | 26.94% | -14.44 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 | 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 LEVY RATNER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent