MELTON & MELTON LLP
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served32+6 YoYRank #503 of mapped providers
Assets under administration$16.8B0.0%Market share · rank #787
Fees received$672,224Median $21,131/planSum across Schedule C direct + indirect
Net wins YoY+612 won · 6 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 MELTON & MELTON LLP plan look like?
Service mix · median fees per plan
Count of plans where MELTON & MELTON LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Accounting (including auditing)Code 10 | 30 | $21,131 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting (pension); Consulting feesCode 15 | 1 | $16,750 | |
Other feesCode 99 | 1 | $28,000 |
Competitor overlap
Percent of MELTON & MELTON 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 MELTON & MELTON LLP.
| Sponsor | From | Assets |
|---|---|---|
SYSCO CORPORATIONTX · 741648137-015 | FIDELITY INVESTMENTS INSTITUTIONAL | $5.3B |
SYSCO CORPORATIONTX · 741648137-004 | MERCER | $2.5B |
DNV USA, INC.TX · 760187362-002 | THE VANGUARD GROUP, INC. | $519M |
VALLOUREC HOLDINGS, INC.TX · 760133933-001 | T ROWE PRICE RPS INC | $361M |
SEADRILL AMERICAS INC.TX · 208468993-001 | MORGAN STANLEY SMITH BARNEY | $147M |
PARKER DRILLING COMPANYTX · 730618660-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $96M |
TEXAS ONCOLOGY, P.A.TX · 752131429-003 | THE VANGUARD GROUP, INC. | $90M |
RESOURCE ENVIRONMENTAL SOLUTIONS LLCTX · 202110850-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $68M |
SAUDI ARAMCO ROWAN OFFSHORE DRILLING COMPANY (A KSA JOINT VENTURE)TX · 981500138-001 | MERCER | $66M |
VALLOUREC STAR, LPTX · 820549409-002 | PRINCIPAL LIFE INSURANCE COMPANY | $52M |
Plans lost in 2024
Appeared last year under MELTON & MELTON LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
WEATHERFORD INTERNATIONAL, LLCTX · 042515019-002 | T ROWE PRICE RPS INC | $522M |
CITATION OIL & GAS CORP.TX · 742163444-001 | LINCOLN NATIONAL CORPORATION | $89M |
U.S. SILICA COMPANYTX · 230958670-028 | AON CONSULTING | $69M |
ORIONTX · 710945404-002 | BOKF, NA | $68M |
DOOLEY TACKABERRY, INC.TX · 740596427-001 | (new plan) | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SYSCO CORPORATIONTX · 741648137-015 | $5.3B | 58,747 | $28,000 | 1y | 3 |
SYSCO CORPORATIONTX · 741648137-004 | $2.5B | 30,257 | $28,500 | 1y | - |
US ONCOLOGY CORPORATE, INC.TX · 841213501-001 | $1.3B | 9,162 | $26,730 | 8y | 2 |
US ONCOLOGY CORPORATE, INC.TX · 752131429-002 | $1.2B | 6,665 | $14,000 | 9y | 2 |
COMFORT SYSTEMS USA, INC.TX · 760526487-001 | $1.1B | 22,732 | $15,000 | 8y | 2 |
TESTING HOLDINGS USA, INC.TX · 223480826-001 | $811M | 10,845 | $25,000 | 10y | 3 |
HUNTSMAN INTERNATIONAL LLCTX · 870630358-011 | $784M | 2,830 | $27,900 | 3y | 1 |
GROUP 1 AUTOMOTIVE, INC.TX · 760506313-001 | $540M | 15,163 | $23,500 | 2y | 3 |
DNV USA, INC.TX · 760187362-002 | $519M | 2,649 | $28,000 | 6y | - |
VALLOUREC HOLDINGS, INC.TX · 760133933-001 | $361M | 2,444 | $14,000 | 9y | - |
Flag exposure
84.4%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 (14)
Raw Schedule C names collapsed into MELTON & MELTON LLP.
- MELTON & MELTON
- MELTON & MELTON , LLP
- MELTON & MELTON L.L.P.
- MELTON & MELTON LLLP
- MELTON & MELTON LLP
- MELTON & MELTON, L.L.P.
- MELTON & MELTON, LLP
- MELTON & METLTON, LLP
- MELTON AND MELTON
- MELTON AND MELTON L.L.P
- MELTON AND MELTON LLP
- MELTON AND MELTON, L.L.P.
- MELTON AND MELTON, LLP
- MELTON-MELTON
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 MELTON & MELTON 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 | 8 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 7 | 21.88% | 0.14% | +21.74 pp |
| Corrective distributions | 17 | 53.13% | 1.76% | +51.37 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 MELTON & MELTON LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).