MULLEN, SONDBERG, WIMBISH, & STONE
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #7588 of mapped providers
Assets under administration$55M0.0%Market share · rank #9302
Fees received$38,890Median $19,445/planSum across Schedule C direct + indirect
Net wins YoY-20 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 MULLEN, SONDBERG, WIMBISH, & STONE plan look like?
Service mix · median fees per plan
Count of plans where MULLEN, SONDBERG, WIMBISH, & STONE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 2 | $19,445 |
Competitor overlap
Percent of MULLEN, SONDBERG, WIMBISH, & STONE'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 MULLEN, SONDBERG, WIMBISH, & STONE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MULLEN, SONDBERG, WIMBISH, & STONE; not this year.
| Sponsor | To | Assets |
|---|---|---|
MCLEAN SCHOOL OF MARYLANDMD · 521117092-001 | NEW PINNACLE CONSULTING GROUP, LLC | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MCLEAN SCHOOL OF MARYLANDMD · 521117092-001 | $32M | 338 | $6,500 | 3y | - |
EDGEWOOD MANAGEMENT CORPORATION D/B/A PRATUM COMPANIESMD · 521491854-001 | $23M | 532 | $32,390 | 3y | - |
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 (7)
Raw Schedule C names collapsed into MULLEN, SONDBERG, WIMBISH, & STONE.
- MULLEN SONDBERG WIMBISH & STONE PA
- MULLEN SONDBERG WIMBISH & STONE, PA
- MULLEN, SANDBERG, WIMBISH & STONE
- MULLEN, SONDBERG, WIMBISH & STONE
- MULLEN, SONDBERG, WIMBISH, & STONE
- MULLEN, SONDBERG, WIMBISH,&STONE,PA
- MULLEN, SONDBERG, WIMBUSH & STONE
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 MULLEN, SONDBERG, WIMBISH, & STONE'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 | 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 MULLEN, SONDBERG, WIMBISH, & STONE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent