MALONEY & NOVOTNY LLC
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26-1 YoYRank #651 of mapped providers
Assets under administration$9.0B0.0%Market share · rank #1337
Fees received$429,022Median $13,500/planSum across Schedule C direct + indirect
Net wins YoY-36 won · 9 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 MALONEY & NOVOTNY LLC plan look like?
Service mix · median fees per plan
Count of plans where MALONEY & NOVOTNY LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 20 | $14,243 | |
Other feesCode 99 | 4 | $7,325 | |
Investment advisory (plan)Code 27 | 1 | $13,200 | |
Direct payment from the plan; Account maintenance feesCode 50 | 1 | $5,800 |
Competitor overlap
Percent of MALONEY & NOVOTNY LLC'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 MALONEY & NOVOTNY LLC.
| Sponsor | From | Assets |
|---|---|---|
OBERLIN COLLEGEOH · 340714363-001 | RSM US LLP | $529M |
GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEPOH · 310880079-333 | TIAA | $480M |
WESTERN RESERVE ACADEMYOH · 340714390-001 | HENDERSON BROS. RET. PLAN SERV. | $30M |
THE ADCOM GROUP, INC.OH · 341670663-001 | MARTINET RECCHIA | $15M |
CONSOLIDATED GRAPHICS GROUP, INC.OH · 341432362-001 | CBIZ RETIREMENT PLAN SERVICES | $9M |
THE ELIZA JENNINGS SENIOR CARE NETWORKOH · 341560243-002 | PLANTE & MORAN, PLLC | $6M |
Plans lost in 2024
Appeared last year under MALONEY & NOVOTNY LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
OHIO WESLEYAN UNIVERSITYOH · 314379585-002 | CBIZ RETIREMENT PLAN SERVICES | $168M |
INFORMA MEDIA LLCOH · 362875386-016 | AON CONSULTING | $30M |
MANSFIELD PLUMBING PRODUCTS LLCOH · 311739929-007 | JOHN HANCOCK LIFE INSURANCE COMPANY | $13M |
MANSFIELD PLUMBING PRODUCTS LLCOH · 311739929-005 | JOHN HANCOCK LIFE INSURANCE COMPANY | $8M |
UNITED LABOR AGENCYOH · 237180005-002 | EPIC RETIREMENT PLAN SERVICES | $7M |
ASTADIA, INC.MA · 831182178-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $5M |
HYDE PARK RESTAURANT SYSTEMS, INC.OH · 341819273-002 | NEWPORT GROUP, INC. | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AON CONSULTING, INC.IL · 222232264-001 | $3.1B | 87,813 | $5,800 | 2y | 2 |
CASE WESTERN RESERVE UNIVERSITYOH · 341018992-002 | $2.1B | 5,869 | $7,445 | 9y | 1 |
THE J.M. SMUCKER COMPANYOH · 340538550-011 | $1.5B | 10,964 | $26,000 | 7y | 1 |
OBERLIN COLLEGEOH · 340714363-001 | $529M | 2,510 | $22,275 | 5y | - |
GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEPOH · 310880079-333 | $480M | 4,446 | $13,200 | 1y | 1 |
CASE WESTERN RESERVE UNIVERSITYOH · 341018992-003 | $275M | 4,482 | $27,680 | 10y | - |
JAMES B. OSWALD COMPANYOH · 340445620-003 | $212M | 1,402 | $37,560 | 6y | - |
OHIO WESLEYAN UNIVERSITYOH · 314379585-002 | $194M | 1,222 | $16,700 | 8y | - |
THE J.M. SMUCKER COMPANYOH · 340538550-202 | $122M | 2,325 | $61,885 | 5y | - |
BUYERS PRODUCTS COMPANYOH · 341000414-001 | $101M | 1,037 | $13,985 | 6y | - |
Flag exposure
80.8%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 (19)
Raw Schedule C names collapsed into MALONEY & NOVOTNY LLC.
- MALONEY & NAVOTNY, LLC
- MALONEY & NOTOTNY LLC
- MALONEY & NOVOTNY
- MALONEY & NOVOTNY LLC
- MALONEY & NOVOTNY LLC.
- MALONEY & NOVOTNY, LLC
- MALONEY & NOVOTNY, LLC.
- MALONEY + NOVOT
- MALONEY + NOVOTNY
- MALONEY + NOVOTNY LLC
- MALONEY - NOVOTNY
- MALONEY AND NOVOTNEY LLC
- MALONEY AND NOVOTNY
- MALONEY AND NOVOTNY LLC
- MALONEY NOVOTNY
- MALONEY NOVOTNY LLC
- MALONEY+NOVOTNY LLC
- MALONEY+NOVOTNY, LLC
- MALONEY-NOVOTNY LLC
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 MALONEY & NOVOTNY LLC'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 | 1 | 3.85% | 7.76% | -3.92 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 11.54% | 1.71% | +9.83 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 19.23% | 1.76% | +17.47 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 MALONEY & NOVOTNY LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).