MARATHAS BARROW WEATHERHEAD LENT
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3163 of mapped providers
Assets under administration$5.4B0.0%Market share · rank #1777
Fees received$46,843Median $17,170/planSum across Schedule C direct + indirect
Net wins YoY+12 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 MARATHAS BARROW WEATHERHEAD LENT plan look like?
Service mix · median fees per plan
Count of plans where MARATHAS BARROW WEATHERHEAD LENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 2 | $14,837 | |
Consulting (general)Code 16 | 1 | $17,170 |
Competitor overlap
Percent of MARATHAS BARROW WEATHERHEAD LENT'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 MARATHAS BARROW WEATHERHEAD LENT.
| Sponsor | From | Assets |
|---|---|---|
MMS USA HOLDINGS, INC.IL · 362677628-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $5.2B |
MMS USA HOLDINGS, INC.IL · 362677628-003 | MORNEAU SHEPELL | $136M |
Plans lost in 2024
Appeared last year under MARATHAS BARROW WEATHERHEAD LENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
MIDWEST AIR TRAFFIC CONTROL SERVICE, INC.KS · 480872931-001 | MIDWEST ATC SERVICE, INC. | $54M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MMS USA HOLDINGS, INC.IL · 362677628-002 | $5.2B | 53,568 | $17,170 | 6y | 1 |
MMS USA HOLDINGS, INC.IL · 362677628-003 | $136M | 2,252 | $22,713 | 7y | - |
CYTEL INC.MA · 042955676-001 | $75M | 834 | $6,960 | 4y | 1 |
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 MARATHAS BARROW WEATHERHEAD LENT.
- BARROW WEATHERHEAD LENT LLP
- MARATHAS BARROW AND WEATHERHEAD LLP
- MARATHAS BARROW WEATHERHEAD
- MARATHAS BARROW WEATHERHEAD LENT
- MARATHAS BARROW WEATHERHEAD LENT LL
- MARATHAS BARROW WETHERHEAD LENT LLP
- MARATHAS, BARROW, WEATHERHEAD, LENT
- MARTHAS BARROW WEATHERHEAD LENT 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 MARATHAS BARROW WEATHERHEAD LENT'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 MARATHAS BARROW WEATHERHEAD LENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent