MORRIS, MANNING & MARTIN, LLP
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1275 of mapped providers
Assets under administration$2.2B0.0%Market share · rank #2934
Fees received$559,645Median $35,206/planSum across Schedule C direct + indirect
Net wins YoY+02 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 MORRIS, MANNING & MARTIN, LLP plan look like?
Service mix · median fees per plan
Count of plans where MORRIS, MANNING & MARTIN, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; LegalCode 29 | 5 | $13,482 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $105,930 | |
Investment management; Investment advisory (plan); Securities brokerage; Investment management fees paid directly by planCode 27 | 1 | $41,411 | |
Investment management fees paid directly by planCode 51 | 1 | $0 |
Competitor overlap
Percent of MORRIS, MANNING & MARTIN, 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 MORRIS, MANNING & MARTIN, LLP.
| Sponsor | From | Assets |
|---|---|---|
FIRSTGROUP AMERICA, INC.OH · 522205403-001 | SLC MANAGEMENT | $94M |
ASEKO, INC. DBA GLYTECMA · 204596037-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $8M |
Plans lost in 2024
Appeared last year under MORRIS, MANNING & MARTIN, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SAVANNAH COLLEGE OF ART AND DESIGNGA · 581357177-002 | CAP FINANCIAL PARTNERS, LLC | $194M |
CJ AMERICA INCCA · 222501026-001 | ADP BROKER-DEALER | $40M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BMC SOFTWARE, INC.TX · 742126120-001 | $1.4B | 4,370 | $7,609 | 10y | 2 |
FIRSTGROUP AMERICA, INC.OH · 522205403-002 | $328M | 51,842 | $68,142 | 6y | 2 |
THE GEO GROUP, INC.FL · 650043078-001 | $276M | 15,776 | $13,482 | 4y | 1 |
FIRSTGROUP AMERICA, INC.OH · 522205403-001 | $94M | 2,216 | $29,000 | 1y | - |
ATLANTIC ANESTHESIA, INC.VA · 541855514-003 | $52M | 169 | $60,447 | 2y | - |
ATLANTIC ANESTHESIA, INC.VA · 541855514-004 | $50M | 157 | $105,930 | 2y | - |
ST. MARYS HOSPITAL OF ST. MARYS COUNTY, INC.MD · 520619006-001 | $43M | 815 | $220,627 | 2y | - |
HOUFF TRANSFER, INC.VA · 540486013-001 | $19M | 135 | $41,411 | 3y | - |
BURCH OIL COMPANY, INC.MD · 520728457-003 | $12M | 115 | $0 | 3y | - |
ASEKO, INC. DBA GLYTECMA · 204596037-001 | $8M | 132 | $12,997 | 1y | 1 |
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 (20)
Raw Schedule C names collapsed into MORRIS, MANNING & MARTIN, LLP.
- MORRIS
- MORRIS & WELLS
- MORRIS & WELLS WEALTH MANAGEMENT
- MORRIS AND GARRITANO INS AGENCY
- MORRIS MANNING & MARTIN
- MORRIS MANNING & MARTIN LLP
- MORRIS MANNING AND MARTIN
- MORRIS MANNING AND MARTIN LLP
- MORRIS MANNING MARTIN
- MORRIS MANNING MARTIN LLP
- MORRIS, MANNING & MARTIN LLP
- MORRIS, MANNING & MARTIN, LLP
- MORRIS, MANNING & MARTIN, LLP.
- MORRIS, MANNING AND MARTIN
- MORRIS, MANNING AND MARTIN LLP
- MORRIS, MANNING AND MARTIN, LLP
- MORRIS, MANNING, & MARTIN LLP
- MORRIS, MANNING, MARTIN
- MORRIS,MANNING & MARTIN, LLP
- MORRIS,MANNING AND MARTIN
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 MORRIS, MANNING & MARTIN, 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 | 2 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 1 | 10.00% | 0.14% | +9.86 pp |
| Corrective distributions | 3 | 30.00% | 1.76% | +28.24 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 MORRIS, MANNING & MARTIN, 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