MCCONNELL VALDES LLC
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1687 of mapped providers
Assets under administration$11.8B0.0%Market share · rank #1077
Fees received$180,217Median $27,996/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 MCCONNELL VALDES LLC plan look like?
Service mix · median fees per plan
Count of plans where MCCONNELL VALDES 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 | 4 | $30,300 | |
Legal; Direct payment from the planCode 29 | 3 | $9,728 |
Competitor overlap
Percent of MCCONNELL VALDES 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 MCCONNELL VALDES LLC.
| Sponsor | From | Assets |
|---|---|---|
MISSION SUPPORT AND TEST SERVICES LLCNV · 886023904-001 | EIDE BAILLY LLP | $43M |
Plans lost in 2024
Appeared last year under MCCONNELL VALDES LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $9,728 | 2y | 1 |
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLANNY · 136321489-333 | $2.3B | 45,161 | $1,320 | 4y | 2 |
THE BOARD OF TRUSTEES OF THE MARITIME ASSOC. - I.L.A RETIREMENT PLANTX · 741721447-002 | $901M | 5,333 | $32,603 | 2y | 1 |
MEMORIAL HERMANN HEALTH SYSTEMTX · 741152597-001 | $650M | 11,377 | $43,550 | 1y | - |
SOUTH TEXAS COLLEGE OF LAW HOUSTONTX · 741554976-003 | $50M | 296 | $17,975 | 4y | - |
MISSION SUPPORT AND TEST SERVICES LLCNV · 886023904-001 | $43M | 474 | $27,996 | 1y | - |
HP INTERNATIONAL TRADING B.V. PUERTO RICO BRANCH, LLCTX · 660835384-001 | $0 | 0 | $47,045 | 7y | 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 MCCONNELL VALDES LLC.
- MCCONELL & JONES, LLP
- MCCONNEL & JONES LLP
- MCCONNEL & JONES,LLP
- MCCONNELL & JONES LLLP
- MCCONNELL & JONES, CPA
- MCCONNELL VALDES
- MCCONNELL VALDES LLC
- MCCONNELL VALDES, 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 MCCONNELL VALDES 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 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 14.29% | 1.71% | +12.57 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 42.86% | 1.76% | +41.10 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 MCCONNELL VALDES 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