PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. MAHONEY SABOL
All providers

MAHONEY SABOL

7 known aliases resolved via the canonical alias map

Market position · 2024

Plans served4+2 YoYRank #2506 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #3006
Fees received$57,265Median $14,255/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 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 MAHONEY SABOL plan look like?
Service mix · median fees per plan
Count of plans where MAHONEY SABOL ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Accounting (including auditing)Code 10
2$17,275
Consulting (general)Code 16
1$8,880
Other feesCode 99
1$13,835
Competitor overlap
Percent of MAHONEY SABOL'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 MAHONEY SABOL.
SponsorFromAssets
HOLLAND & KNIGHT LLPFL · 590663819-001
FLORIDA ATLANTIC S.C$2.0B
THE CONNECTICUT SPRING & STAMPING CORPORATIONCT · 060305214-002
FEDERMAN LALLY & REMIS, LLC$30M
CONSULTING ENGINEERING SERVICES, INC.CT · 061406235-001
COMMONWEALTH FINANCIAL NETWORK$28M
Plans lost in 2024
Appeared last year under MAHONEY SABOL; not this year.
SponsorToAssets
GDS CONTRACTING CORP.CT · 060946732-002
WHITTLESEY PC$10M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
HOLLAND & KNIGHT LLPFL · 590663819-001
$2.0B5,258$8,8801y2
FINN DIXON & HERLING LLPCT · 061190097-001
$38M138$14,6752y-
THE CONNECTICUT SPRING & STAMPING CORPORATIONCT · 060305214-002
$30M429$19,8751y1
CONSULTING ENGINEERING SERVICES, INC.CT · 061406235-001
$28M204$13,8351y-
Flag exposure
75.0%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 (7)
Raw Schedule C names collapsed into MAHONEY SABOL.
  • MAHONEY AND ASSOC
  • MAHONEY SABOL
  • MAHONEY SABOL & COMPANY LLC
  • MAHONEY SABOL & COMPANY LLP
  • MAHONEY SABOL AND COMPANY
  • MAHONEY SABOL AND COMPANY LLC
  • MAHONEY, SABOL & COMPANY, LLP
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 MAHONEY SABOL's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit125.00%0.14%+24.86 pp
Corrective distributions250.00%1.76%+48.24 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with MAHONEY SABOL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica