MCAFEE & TAFT
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-3 YoYRank #1767 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3187
Fees received$238,014Median $13,846/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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 MCAFEE & TAFT plan look like?
Service mix · median fees per plan
Count of plans where MCAFEE & TAFT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 8 | $13,846 |
Competitor overlap
Percent of MCAFEE & TAFT'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 MCAFEE & TAFT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MCAFEE & TAFT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BANCFIRST CORPORATIONOK · 731221379-001 | BANCFIRST | $243M |
CNI GOVERNMENT, LLCOK · 364698741-002 | CNI GOVERNMENT, LLC | $77M |
CHICKASAW NATION INDUSTRIES, INC.OK · 731543162-001 | LINCOLN NATIONAL CORPORATION | $35M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
J.B. HUNT TRANSPORT SERVICES, INC.AR · 710335111-001 | $1.4B | 38,485 | $89,903 | 9y | - |
TRUSTEES OF THE IBEW LOCAL UNION NO 271 NECA 401(K)RETIREMENT PLANKS · 480859301-002 | $171M | 886 | $15,024 | 10y | 1 |
PIONEER TELEPHONE COOPERATIVE, INC.OK · 730618715-006 | $170M | 558 | $30,000 | 10y | - |
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLANOK · 736145795-001 | $57M | 751 | $9,383 | 5y | - |
OLNEY BANCSHARES OF TEXAS, INC.TX · 752534536-001 | $49M | 610 | $1,598 | 6y | 1 |
JOINT BOARD OF TRUSTEES - SHEET METAL LOCAL 124OK · 736145795-002 | $38M | 456 | $12,667 | 9y | - |
TRUSTEES-IBEW 661 RETIREMENT PLANKS · 480930235-001 | $30M | 269 | $8,734 | 9y | - |
REASOR'S HOLDING COMPANY, INC.OK · 264318955-002 | $0 | 0 | $70,705 | 1y | 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 (6)
Raw Schedule C names collapsed into MCAFEE & TAFT.
- MCAFEE & TAFT
- MCAFEE & TAFT A PROFESSIONAL CORP
- MCAFEE & TAFT A PROFESSIONAL CORPOR
- MCAFEE & TAFT APROFESSIONAL CORP
- MCAFEE AND TAFT
- MCAFEE TAFT
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 MCAFEE & TAFT'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 | 12.50% | 7.76% | +4.74 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 12.50% | 1.76% | +10.74 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 MCAFEE & TAFT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent