LOCKE LORD LLP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #1988 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3451
Fees received$119,093Median $18,591/planSum across Schedule C direct + indirect
Net wins YoY+14 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 LOCKE LORD LLP plan look like?
Service mix · median fees per plan
Count of plans where LOCKE LORD 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 | 5 | $18,591 |
Competitor overlap
Percent of LOCKE LORD 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 LOCKE LORD LLP.
| Sponsor | From | Assets |
|---|---|---|
GILBANE INC.RI · 050147010-001 | STRATEGIC ADVISORS, INC. | $1.0B |
NUSTAR SERVICES COMPANY LLCTX · 475622749-001 | AON CONSULTING | $160M |
MOUNT SAINT MARY'S UNIVERSITYCA · 951641455-001 | TIAA | $124M |
CARPIONATO PROPERTIES, INC.RI · 050474550-001 | KESTRA INVESTMENT SERVICES LLC | $10M |
Plans lost in 2024
Appeared last year under LOCKE LORD LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
OLD REPUBLIC INTERNATIONAL CORPIL · 362678171-001 | TROUTMAN SANDERS LLP | $521M |
NATIONAL OILWELL VARCO, L.P.TX · 760488987-002 | (new plan) | $198,463 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GILBANE INC.RI · 050147010-001 | $1.0B | 5,162 | $48,226 | 6y | 2 |
BEPCO, L.P.TX · 751076930-002 | $303M | 1,768 | $10,273 | 10y | - |
NUSTAR SERVICES COMPANY LLCTX · 475622749-001 | $160M | 1,441 | $32,610 | 1y | - |
MOUNT SAINT MARY'S UNIVERSITYCA · 951641455-001 | $124M | 1,123 | $9,393 | 1y | - |
CARPIONATO PROPERTIES, INC.RI · 050474550-001 | $10M | 285 | $18,591 | 1y | 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 (8)
Raw Schedule C names collapsed into LOCKE LORD LLP.
- LOCKE LORD
- LOCKE LORD BISSEL & LIDDELL LLP
- LOCKE LORD BISSELL & LIDDELL
- LOCKE LORD BISSELL LIDDELL
- LOCKE LORD LLC
- LOCKE LORD LLP
- LOCKE LORD, LLP
- LOCKE LORD, LP
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 LOCKE LORD 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 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 1 | 20.00% | 0.14% | +19.86 pp |
| Corrective distributions | 2 | 40.00% | 1.76% | +38.24 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 LOCKE LORD 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