MY GROUP LLC
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+4 YoYRank #1285 of mapped providers
Assets under administration$956M0.0%Market share · rank #4113
Fees received$160,129Median $16,650/planSum across Schedule C direct + indirect
Net wins YoY+57 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 MY GROUP LLC plan look like?
Service mix · median fees per plan
Count of plans where MY GROUP LLC 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 | 7 | $16,650 | |
Consulting (general)Code 16 | 1 | $7,539 | |
Direct payment from the plan; Valuation (appraisals, etc.)Code 34 | 1 | $18,500 |
Competitor overlap
Percent of MY GROUP LLC'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 MY GROUP LLC.
| Sponsor | From | Assets |
|---|---|---|
FUTUREWEI TECHNOLOGIES, INC.CA · 752923245-001 | HUSELTON, MORGAN & MAULTSBY, P.C. | $228M |
ATRION CORPORATIONTX · 630821819-003 | HUSELTON, MORGAN & MAULTSBY, P.C. | $63M |
PEOPLES BANKTX · 751254812-001 | HUSELTON, MORGAN & MAULTSBY, P.C. | $25M |
SYNERGY ENTERPRISES, INC.TX · 750974624-002 | HUSELTON, MORGAN & MAULTSBY, P.C. | $19M |
TITAN PRODUCTION EQUIPMENT, LLCTX · 825231271-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $12M |
FOURSQUARE HEALTHCARE LTD.TX · 264219383-001 | HUSELTON, MORGAN & MAULTSBY, P.C. | $12M |
Plans lost in 2024
Appeared last year under MY GROUP LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
IKE GROUP INC.HI · 990163844-001 | THE VANGUARD GROUP, INC. | $50M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WILSON ELECTRIC SERVICES CORP ESOPAZ · 753091289-002 | $262M | 1,044 | $18,500 | 4y | - |
CRASH CHAMPIONS, LLCTX · 471529314-002 | $254M | 11,641 | $16,000 | 1y | 1 |
FUTUREWEI TECHNOLOGIES, INC.CA · 752923245-001 | $228M | 867 | $26,125 | 1y | 2 |
DON QUIJOTE (USA) CO., LTD.HI · 990150807-001 | $80M | 2,308 | $7,539 | 7y | 2 |
ATRION CORPORATIONTX · 630821819-003 | $63M | 803 | $16,650 | 1y | - |
PEOPLES BANKTX · 751254812-001 | $25M | 146 | $22,850 | 1y | - |
SYNERGY ENTERPRISES, INC.TX · 750974624-002 | $19M | 128 | $25,040 | 1y | - |
TITAN PRODUCTION EQUIPMENT, LLCTX · 825231271-001 | $12M | 224 | $13,425 | 1y | - |
FOURSQUARE HEALTHCARE LTD.TX · 264219383-001 | $12M | 1,060 | $14,000 | 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 (14)
Raw Schedule C names collapsed into MY GROUP LLC.
- HM&M GROUP, LLC
- INTRUST FIDUCIARY GROUP
- MY GROUP LLC
- MY GROUP, LLC
- P&A GROUP
- SC & H GROUP
- SC&H GROUP INC
- SC&H GROUP INC.
- SC&H GROUP, INC.
- SI GROUP
- THE H & H GROUP
- THE MP GROUP
- THE R.O.W. GROUP
- THE SP GROUP
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 MY GROUP LLC'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 | 1 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 1 | 11.11% | 0.14% | +10.97 pp |
| Corrective distributions | 4 | 44.44% | 1.76% | +42.69 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 MY GROUP LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent