MCM CPAS & ADVISORS LLP
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-24 YoYRank #2231 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1701
Fees received$122,117Median $15,500/planSum across Schedule C direct + indirect
Net wins YoY-243 won · 27 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 MCM CPAS & ADVISORS LLP plan look like?
Service mix · median fees per plan
Count of plans where MCM CPAS & ADVISORS LLP 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 | $12,650 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $64,217 |
Competitor overlap
Percent of MCM CPAS & ADVISORS LLP'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 MCM CPAS & ADVISORS LLP.
| Sponsor | From | Assets |
|---|---|---|
BRIGHTSPRING HEALTH SERVICESKY · 610875371-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $794M |
MORTENSON FAMILY DENTAL HOLDINGS, INC.KY · 451839908-002 | PRINCIPAL LIFE INSURANCE COMPANY | $71M |
DERBY INDUSTRIES, LLCKY · 061569057-005 | MERRILL LYNCH PIERCE FENNER & SMITH | $14M |
Plans lost in 2024
Appeared last year under MCM CPAS & ADVISORS LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
LEXMARK INTERNATIONALKY · 061308215-002 | CHERRY BEKAERT LLP | $1.2B |
BROWN-FORMAN CORPORATIONKY · 610143150-002 | AON CONSULTING | $499M |
LEXMARK INTERNATIONAL, INC.KY · 061308215-001 | CHERRY BEKAERT LLP | $354M |
ISC PLASTERERS & CEMENT MASONS PENSION FUNDIN · 356244876-001 | L.M. HENDERSON & COMPANY, LLP | $321M |
ATRIA SENIOR LIVING, INC.KY · 274673765-001 | CHERRY BEKAERT LLP | $167M |
ADVICS NORTH AMERICA, INC.OH · 300022045-001 | CHERRY BEKAERT LLP | $158M |
STEEL TECHNOLOGIES LLCKY · 610712014-002 | BERGANKDV LTD | $149M |
VENTAS, INC.IL · 611055020-001 | CHERRY BEKAERT LLP | $78M |
SYPRIS SOLUTIONS, INC.KY · 611321992-001 | CHERRY BEKAERT LLP | $70M |
TOM WOOD, INC.IN · 351363838-002 | CHERRY BEKAERT LLP | $59M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | $4.7B | 21,342 | $64,217 | 5y | - |
BRIGHTSPRING HEALTH SERVICESKY · 610875371-004 | $794M | 47,721 | $15,500 | 1y | 1 |
SOUTHERN GRAPHICS INC.KY · 562555719-001 | $202M | 1,683 | $9,800 | 6y | - |
MORTENSON FAMILY DENTAL HOLDINGS, INC.KY · 451839908-002 | $71M | 2,220 | $5,000 | 2y | - |
DERBY INDUSTRIES, LLCKY · 061569057-005 | $14M | 748 | $27,600 | 1y | - |
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 (22)
Raw Schedule C names collapsed into MCM CPAS & ADVISORS LLP.
- CPAS AND ADVISORS LLP
- MCM
- MCM ACWUEXUS
- MCM CAPITAL MANAGEMENT GROUP
- MCM CPA & ADVISORS LLP
- MCM CPA & ADVISORS, LLP
- MCM CPA AND ADVISORS
- MCM CPA'S & ADVISORS
- MCM CPA'S & ADVISORS LLP
- MCM CPA'S ADVISORS
- MCM CPAS
- MCM CPAS & ADVISORS
- MCM CPAS & ADVISORS LLC
- MCM CPAS & ADVISORS LLP
- MCM CPAS & ADVISORS, LLC
- MCM CPAS & ADVISORS, LLP
- MCM CPAS AND ADVISORS LLP
- MCM CPAS AND ADVISORS, LLP
- MCM CPAS& ADVISORS LLP
- MCM EAFE FUND
- MCM S&P500 FUND
- MCMCPAS& ADVISOS LP
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 MCM CPAS & ADVISORS LLP'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 MCM CPAS & ADVISORS LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent