MICHAEL F. YATES & COMPANY, INC.
119 known aliases resolved via the canonical alias map
Market position · 2024
Plans served35-7 YoYRank #477 of mapped providers
Assets under administration$70.9B0.1%Market share · rank #208
Fees received$2MMedian $20,808/planSum across Schedule C direct + indirect
Net wins YoY-83 won · 11 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 MICHAEL F. YATES & COMPANY, INC. plan look like?
Service mix · median fees per plan
Count of plans where MICHAEL F. YATES & COMPANY, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Recordkeeping feesCode 30 | 14 | $73,289 | |
Trustee (individual)Code 20 | 4 | $10,321 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $15,245 | |
Consulting (pension)Code 17 | 3 | $31,300 | |
Employee (plan sponsor); Direct payment from the planCode 35 | 3 | $15,315 | |
Accounting (including auditing)Code 10 | 2 | $3,291 | |
Investment management; Investment advisory (participants)Code 26 | 2 | $13,366 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $12,595 |
Competitor overlap
Percent of MICHAEL F. YATES & COMPANY, INC.'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 MICHAEL F. YATES & COMPANY, INC..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF CHICAGO AREA IB OF T PENSION TRUST FUNDIL · 362407063-001 | ISSI | $351M |
BOOTHBY THERAPY SERVICESNH · 113781214-002 | FOUNDRY PARTNERS | $7M |
NEW JERSEY RESPIRATORY, INCNJ · 222440740-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under MICHAEL F. YATES & COMPANY, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | AXCELUS FINANCIAL | $1.8B |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | WEAVER AND TIDWELL, LLP | $916M |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | VERUS | $622M |
BOARD OF TRUSTEES - UMWA CASH DEFERRED SAVINGS PLAN OF 1988DC · 526377947-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $216M |
BOARD OF TRUSTEES, KERN COUNTY ELECTRICAL WORKERSCA · 956123049-001 | MARCO CONSULTING GROUP | $181M |
PAINTERS UNION PENSION FUND TRUSTEESMI · 386234363-001 | MORGAN STANLEY SMITH BARNEY | $167M |
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLANNY · 166184130-003 | CALIBRE CPA GROUP PLLC | $143M |
IRONWORKERS LOCAL 380 RETIREMENT AND SEV FUNDIL · 376122834-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $31M |
ORANGE BUSINESS SERVICES HOLDINGS U. S. INC.VA · 582261454-002 | TROUTMAN SANDERS LLP | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $147,867 | 7y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $204,775 | 9y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $231,801 | 3y | - |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | $1.7B | 168,072 | $102,965 | 2y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $178,172 | 9y | - |
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEPA · 236405239-001 | $1.1B | 7,393 | $49,581 | 2y | - |
METAL TRADES BRANCH LOCAL 638 PENSION FUNDNY · 132541630-001 | $1.0B | 6,271 | $50,954 | 1y | - |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | $1.0B | 25,701 | $114,699 | 2y | - |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | $985M | 8,304 | $35,620 | 7y | - |
BRD OF TTEES UFCW LOCAL ONE PENSION FUNDNY · 166144007-001 | $968M | 18,198 | $28,463 | 9y | - |
Flag exposure
82.9%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 (119)
Raw Schedule C names collapsed into MICHAEL F. YATES & COMPANY, INC..
- MICHAEL A BOOK
- MICHAEL A SCHMITZ
- MICHAEL A. ROLF CPA & COMPANY, INC
- MICHAEL A. SCHMITZ
- MICHAEL A. TUFT, CLU, CHFC
- MICHAEL A. URBAN APC
- MICHAEL ALBRECHT
- MICHAEL APRILE
- MICHAEL B BLACKHAM
- MICHAEL BERG CONSULTING LLC
- MICHAEL BERG CONSULTING, LLC
- MICHAEL BLANCHAR
- MICHAEL BOWERS
- MICHAEL BROCK
- MICHAEL BROEREN
- MICHAEL BULL
- MICHAEL CAMPBELL
- MICHAEL CHANNEL
- MICHAEL CIANCAGLINI
- MICHAEL COLON
- MICHAEL CUSUMANO
- MICHAEL DEL BOCCIO
- MICHAEL DEL RE
- MICHAEL DONOVAN
- MICHAEL DREXLER
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 MICHAEL F. YATES & COMPANY, INC.'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 | 2.86% | 7.76% | -4.91 pp |
| Fidelity bond gap | 1 | 2.86% | 26.94% | -24.08 pp |
| Late contributions | 3 | 8.57% | 1.71% | +6.86 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 MICHAEL F. YATES & COMPANY, INC.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent