LINSCOMB & WILLIAMS
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-3 YoYRank #2634 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #2997
Fees received$142,599Median $44,500/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 LINSCOMB & WILLIAMS plan look like?
Service mix · median fees per plan
Count of plans where LINSCOMB & WILLIAMS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (participants)Code 26 | 2 | $30,234 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $82,132 |
Competitor overlap
Percent of LINSCOMB & WILLIAMS'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 LINSCOMB & WILLIAMS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under LINSCOMB & WILLIAMS; not this year.
| Sponsor | To | Assets |
|---|---|---|
CROWN CASTLE INC.TX · 760470458-001 | MORNINGSTAR | $1.1B |
LLOYD'S REGISTER AMERICAS, INCTX · 760647352-002 | STRATEGIC ADVISORS, INC. | $41M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ORRICK, HERRINGTON & SUTCLIFFE LLPWV · 942952627-004 | $1.2B | 3,040 | $15,967 | 9y | 1 |
LOCKE LORD LLPTX · 741164324-001 | $892M | 1,793 | $44,500 | 6y | 1 |
LLOYD'S REGISTER AMERICAS, INC.TX · 760647352-001 | $35M | 214 | $82,132 | 10y | - |
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 (6)
Raw Schedule C names collapsed into LINSCOMB & WILLIAMS.
- LINSCOMB & WEALTH INC
- LINSCOMB & WILLIAMS
- LINSCOMB & WILLIAMS INC
- LINSCOMB WEALTH INC
- LINSCOMB WILLIAMS
- LINSCOMBE & WILLIAMS
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 LINSCOMB & WILLIAMS'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 | 2 | 66.67% | 1.76% | +64.91 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 LINSCOMB & WILLIAMS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent