MAULDIN & JENKINS
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14+1 YoYRank #992 of mapped providers
Assets under administration$1.0B0.0%Market share · rank #4024
Fees received$265,250Median $15,054/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 MAULDIN & JENKINS plan look like?
Service mix · median fees per plan
Count of plans where MAULDIN & JENKINS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Other fees; Accounting (including auditing)Code 10 | 11 | $14,679 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Recordkeeping fees; Consulting feesCode 15 | 1 | $21,585 | |
Direct payment from the plan; Other servicesCode 49 | 1 | $10,150 | |
Other feesCode 99 | 1 | $10,407 |
Competitor overlap
Percent of MAULDIN & JENKINS'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 MAULDIN & JENKINS.
| Sponsor | From | Assets |
|---|---|---|
AUBREY SILVEY ENTERPRISES, INC.GA · 581098798-001 | (new plan) | $281M |
B & D INDUSTRIAL ENTERPRISES, INC.GA · 208250839-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $28M |
ENVOLVE CLIENT SERVICES GROUP, LLCTN · 760499458-001 | ACUFF & ASSOCIATES, INC. | $20M |
UNIFIED DEFENSE HOLDINGS, LLCGA · 882296782-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $3M |
Plans lost in 2024
Appeared last year under MAULDIN & JENKINS; not this year.
| Sponsor | To | Assets |
|---|---|---|
MERCER INVESTMENTS, LLCMA · 300282430-001 | REGIONS BANK | $198M |
COKER UNIVERSITYSC · 570324916-001 | PLANPILOT, LLC | $29M |
HR ONE SERVICES, INC.GA · 582055210-333 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERIS BANCORPGA · 581456434-002 | $295M | 3,355 | $39,000 | 5y | - |
AUBREY SILVEY ENTERPRISES, INC.GA · 581098798-001 | $281M | 553 | $10,150 | 1y | - |
SHARECARE, INC.GA · 270876664-001 | $91M | 2,313 | $21,585 | 3y | - |
CBL & ASSOCIATES MANAGEMENT, INC.TN · 621542279-001 | $80M | 574 | $15,500 | 9y | - |
THE DIXIE GROUP, INC.GA · 620183370-009 | $74M | 1,156 | $14,608 | 9y | 1 |
CB&S BANK, INC.AL · 630041560-002 | $42M | 573 | $12,750 | 10y | - |
MCKIBBON HOTEL MANAGEMENT, INC.FL · 582251064-002 | $35M | 2,094 | $33,685 | 10y | 1 |
B & D INDUSTRIAL ENTERPRISES, INC.GA · 208250839-001 | $28M | 343 | $12,000 | 5y | - |
BUILTWELL BANCORP INC.TN · 621104098-001 | $22M | 342 | $10,407 | 8y | - |
BUILTWELL BANCORP, INC.TN · 621104098-003 | $22M | 417 | $13,100 | 8y | - |
Flag exposure
71.4%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 (12)
Raw Schedule C names collapsed into MAULDIN & JENKINS.
- MAUDLIN & JENKINS
- MAULDIN & JENKINS
- MAULDIN & JENKINS CPA, LLC
- MAULDIN & JENKINS CPAS
- MAULDIN & JENKINS CPAS & ADVISORS
- MAULDIN & JENKINS LLC
- MAULDIN & JENKINS, LLC
- MAULDIN & JENKINS, LLP
- MAULDIN AND JENKINS
- MAULDIN AND JENKINS, LLC
- MAULDIN JENKINS
- MAULDING JENKINS
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 MAULDIN & JENKINS'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 | 7.14% | 1.71% | +5.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 14.29% | 1.76% | +12.53 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 MAULDIN & JENKINS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent