MCCRACKEN, STEMERMAN & HOLSBERRY
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+1 YoYRank #1145 of mapped providers
Assets under administration$9.6B0.0%Market share · rank #1211
Fees received$993,468Median $29,581/planSum across Schedule C direct + indirect
Net wins YoY+13 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 MCCRACKEN, STEMERMAN & HOLSBERRY plan look like?
Service mix · median fees per plan
Count of plans where MCCRACKEN, STEMERMAN & HOLSBERRY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 11 | $27,834 | |
Direct payment from the plan; Insurance servicesCode 23 | 1 | $77,262 |
Competitor overlap
Percent of MCCRACKEN, STEMERMAN & HOLSBERRY'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 MCCRACKEN, STEMERMAN & HOLSBERRY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIOHI · 996024339-001 | LEMKE, CHINEN & TANAKA, CPA, INC. | $712M |
HOTEL 401(K) RETIREMENT SAVINGS PLANHI · 990292187-002 | LEMKE, CHINEN & TANAKA, CPA, INC. | $171M |
Plans lost in 2024
Appeared last year under MCCRACKEN, STEMERMAN & HOLSBERRY; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $587,324 | 1y | - |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | $2.9B | 130,691 | $83,513 | 9y | - |
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCWAZ · 846277982-001 | $1.0B | 55,607 | $23,725 | 9y | - |
BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIOHI · 996024339-001 | $712M | 14,713 | $45,430 | 2y | - |
BOARD OF TRUSTEES RETAIL FOOD EMPLOYERS & UFCW LOCAL 711 PENSIONUT · 516031512-001 | $367M | 23,475 | $31,327 | 8y | - |
BOARD OF TRUSTEES UFCW NO. CALIFORNIA FOOD EMPLOYERS JOINT IND ACCOUNTCA · 680161773-002 | $267M | 58,508 | $17,730 | 8y | - |
HOTEL 401(K) RETIREMENT SAVINGS PLANHI · 990292187-002 | $171M | 7,334 | $12,700 | 1y | 1 |
BOARD OF TRUSTEE UNITE HERE! WORKERSMA · 454227067-026 | $169M | 7,443 | $77,262 | 8y | - |
BD OF TRUSTEES-RETIREMENT PLAN OF THE UNITE HERE INT'L AND LOCALSNY · 863429387-001 | $163M | 1,757 | $41,294 | 4y | - |
RETAIL CLERKS SPECIALTY STORES PENSION FUNDCA · 946313558-001 | $65M | 1,068 | $25,378 | 8y | - |
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 (17)
Raw Schedule C names collapsed into MCCRACKEN, STEMERMAN & HOLSBERRY.
- MCCRACKEN STEMERMAN & HOLSBERRY LLC
- MCCRACKEN STEMERMAN & HOLSBERRY LLP
- MCCRACKEN STEMERMAN & HOLSBERRY, LL
- MCCRACKEN, STEMERMAN & HOLSBER LLP
- MCCRACKEN, STEMERMAN & HOLSBERG
- MCCRACKEN, STEMERMAN & HOLSBERRY
- MCCRACKEN, STEMERMAN & HOLSBERRY LL
- MCCRACKEN, STEMERMAN & HOLSBERRY, L
- MCCRACKEN, STEMERMAN & HOLSBERRY,LL
- MCCRACKEN, STEMERMAN, & HOLSBERRY
- MCCRACKEN, STEMERMAN, & HOLSBERRY L
- MCCRACKEN, STEMERMAN, & HOLSBERRY,
- MCCRACKEN, STEMERMAN,&HOLSBERRY LLP
- MCCRACKEN, STEMMERMAN & HOLLSBERRY
- MCCRAKEN, STEMERMAN & HOLSBERRY
- MCCRAKEN, STEMERMAN & HOLSBERRY LLP
- MCCRAKEN,STEMERMAN AND HOLSBERRY
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 MCCRACKEN, STEMERMAN & HOLSBERRY'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 | 8.33% | 1.71% | +6.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 MCCRACKEN, STEMERMAN & HOLSBERRY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent