MATTHEWS, GOLD, KENNEDY & SNOW, INC
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+1 YoYRank #1072 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2631
Fees received$223,167Median $5,443/planSum across Schedule C direct + indirect
Net wins YoY+24 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 MATTHEWS, GOLD, KENNEDY & SNOW, INC plan look like?
Service mix · median fees per plan
Count of plans where MATTHEWS, GOLD, KENNEDY & SNOW, INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Other feesCode 49 | 6 | $313 | |
Direct payment from the plan; Other fees; Other services; Contract AdministratorCode 13 | 3 | $8,446 | |
Recordkeeping fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $11,479 | |
Shareholder servicing feesCode 59 | 1 | $0 |
Competitor overlap
Percent of MATTHEWS, GOLD, KENNEDY & SNOW, INC'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 MATTHEWS, GOLD, KENNEDY & SNOW, INC.
| Sponsor | From | Assets |
|---|---|---|
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | COWEN & COMPANY LLC | $2.4B |
AVAIR, LLCAZ · 860994212-001 | WELLS FARGO BANK, N.A. | $12M |
DONSCO, INC.PA · 231744584-002 | BILTMORE FAMILY OFFICE LLC | $12M |
P.B. BELL ASSET MANAGEMENT, INC.AZ · 860677603-002 | MATHEWS, CRTER, AND BOYCE, P.C. | $9M |
Plans lost in 2024
Appeared last year under MATTHEWS, GOLD, KENNEDY & SNOW, INC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
OLD DOMINION FREIGHT LINE, INC.NC · 560751714-002 | $2.4B | 25,253 | $0 | 1y | - |
SUNTEC CONCRETE, INC.AZ · 860864047-001 | $156M | 1,887 | $24,993 | 10y | - |
GROUP PLAN SYSTEMS, LLCOH · 872096126-002 | $103M | 12,833 | $133,444 | 2y | 2 |
RECORDED BOOKS, INC.MD · 464533122-001 | $31M | 419 | $17,600 | 2y | 1 |
ARRIVIA, INC.AZ · 860833522-001 | $30M | 934 | $25,138 | 3y | - |
RECREATION CENTERS OF SUN CITY WEST INC.AZ · 860374506-001 | $14M | 447 | $8,446 | 3y | - |
RED RIVER MANAGEMENT, L.L.C.AZ · 300220873-001 | $13M | 142 | $5,357 | 5y | - |
AVAIR, LLCAZ · 860994212-001 | $12M | 237 | $5,529 | 1y | - |
ATLAS NAVIGATORS, LLCCO · 472544071-001 | $9M | 350 | $0 | 2y | 2 |
P.B. BELL ASSET MANAGEMENT, INC.AZ · 860677603-002 | $9M | 191 | $0 | 1y | - |
Flag exposure
91.7%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 (21)
Raw Schedule C names collapsed into MATTHEWS, GOLD, KENNEDY & SNOW, INC.
- MATTHEWS
- MATTHEWS ASIA FUNDS
- MATTHEWS ASIAN FUNDS
- MATTHEWS ASIAN JAPAN
- MATTHEWS ASISAN FUNDS
- MATTHEWS GOLD KENNEDY & SNOW
- MATTHEWS GOLD KENNEDY & SNOW INC
- MATTHEWS GOLD KENNEDY & SNOW INC.
- MATTHEWS GOLD KENNEDY AND SNOW
- MATTHEWS GOLD KENNEDY AND SNOW INC.
- MATTHEWS GOLD, KENNEDY & SNOW, INC
- MATTHEWS INTERNATIONAL CAP MGMT LLC
- MATTHEWS INTL CAPITAL MGT LLC
- MATTHEWS, CARTER, AND BOYCE, P.C.
- MATTHEWS, GOLD KENNEDY & SNOW, INC.
- MATTHEWS, GOLD, KENNEDY & SNOW
- MATTHEWS, GOLD, KENNEDY & SNOW INC
- MATTHEWS, GOLD, KENNEDY & SNOW, INC
- MATTHEWS, GOLD, KENNEDY SNOW, INC.
- MATTHEWS, GOLD, KENNEDY, & SNOW INC
- MATTHEWS, GOLD, KENNEDY, AND SNOW
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 MATTHEWS, GOLD, KENNEDY & SNOW, INC'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 | 2 | 16.67% | 26.94% | -10.27 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 16.67% | 1.76% | +14.91 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 MATTHEWS, GOLD, KENNEDY & SNOW, INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent