MCGUIRE WOODS
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #1778 of mapped providers
Assets under administration$11.1B0.0%Market share · rank #1095
Fees received$82,833Median $6,358/planSum across Schedule C direct + indirect
Net wins YoY-30 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 MCGUIRE WOODS plan look like?
Service mix · median fees per plan
Count of plans where MCGUIRE WOODS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 6 | $6,358 | |
Investment advisory (plan)Code 27 | 1 | $18,416 |
Competitor overlap
Percent of MCGUIRE WOODS'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 MCGUIRE WOODS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MCGUIRE WOODS; not this year.
| Sponsor | To | Assets |
|---|---|---|
OLIN CORPORATIONMO · 131872319-032 | MCGUIREWOODS LLP | $1.3B |
WINGATE UNIVERSITYNC · 566049935-004 | CREATIVE PLANNING LLC | $91M |
FOUNDATION FOR THE CAROLINASNC · 566047886-004 | TIAA | $30M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EASTMAN CHEMICAL COMPANYTN · 621539359-002 | $3.5B | 15,343 | $29,697 | 9y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-100 | $3.5B | 11,069 | $6,358 | 2y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-041 | $1.4B | 10,213 | $6,358 | 2y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-101 | $1.4B | 15,625 | $6,358 | 2y | - |
HUNTINGTON INGALLS INDUSTRIES, INC.VA · 900607005-305 | $623M | 14,872 | $6,358 | 2y | - |
INDEPENDENT SCHOOL COLLABORATIVENC · 883645602-333 | $449M | 6,694 | $18,416 | 2y | 1 |
PROVIDENCE DAY SCHOOL, INCNC · 560952382-001 | $76M | 594 | $9,288 | 4y | - |
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 (4)
Raw Schedule C names collapsed into MCGUIRE WOODS.
- MCGUIRE WOODS
- MCGUIRE WOODS LLP
- MCGUIRE WOODS, LLP
- THE MCGUIRE GROUP
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 MCGUIRE WOODS'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 | 14.29% | 1.71% | +12.57 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 MCGUIRE WOODS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent