OGLETREE DEAKINS
56 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-3 YoYRank #736 of mapped providers
Assets under administration$16.9B0.0%Market share · rank #761
Fees received$602,150Median $17,827/planSum across Schedule C direct + indirect
Net wins YoY-47 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 OGLETREE DEAKINS plan look like?
Service mix · median fees per plan
Count of plans where OGLETREE DEAKINS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Legal; Direct payment from the planCode 29 | 20 | $17,827 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting (pension); Consulting feesCode 15 | 1 | $9,047 | |
Other feesCode 99 | 1 | $22,301 |
Competitor overlap
Percent of OGLETREE DEAKINS'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 OGLETREE DEAKINS.
| Sponsor | From | Assets |
|---|---|---|
FCA US LLCMI · 270187394-005 | WILLIS TOWERS WATSON US LLC | $10.3B |
TOYOTA INDUSTRIES NORTH AMERICA, INC.IN · 954842543-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.4B |
TESTING HOLDINGS USA, INC.TX · 223480826-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $811M |
THE QUIKRETE COMPANIES, LLCGA · 311683563-001 | MORNINGSTAR | $622M |
BOARD OF TRUSTEES TILE LAYERS UNION LOCAL NO. 52 NY PENSION FUNDNY · 135635004-001 | AMERICAN FUNDS | $165M |
MAPEI CORPORATIONFL · 363369327-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $120M |
CONSOLIDATED SUPPLY CO.OR · 930145980-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $62M |
Plans lost in 2024
Appeared last year under OGLETREE DEAKINS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | OLYMPIC STAFFING SERVICES | $3.0B |
BORGWARNER INC.MI · 133404508-066 | THE VANGUARD GROUP, INC. | $1.7B |
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTIONCA · 953304279-001 | CDW DIRECT LLC | $1.0B |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUALWA · 911160641-002 | GROOM LAW GROUP | $676M |
MERITOR, INC.IN · 383354643-336 | EVERCORE TRUST COMPANY | $556M |
BOARD OF TRUSTEES OF ADMINISTRATIVE DISTRICT COUNCIL 1 PENSION FUNDIL · 366489098-001 | NICK THOMPSON | $453M |
TRAVELPORT, LPGA · 431537250-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $296M |
U.S. SILICA COMPANYTX · 230958670-029 | DIMEO SCHNEIDER & ASSOCIATES LLC | $193M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FCA US LLCMI · 270187394-005 | $10.3B | 98,708 | $19,090 | 1y | - |
TOYOTA INDUSTRIES NORTH AMERICA, INC.IN · 954842543-001 | $1.4B | 19,019 | $19,907 | 5y | 2 |
WIPRO LIMITEDNJ · 980154401-001 | $831M | 16,144 | $21,574 | 9y | 1 |
TESTING HOLDINGS USA, INC.TX · 223480826-001 | $811M | 10,845 | $13,706 | 1y | 3 |
THE QUIKRETE COMPANIES, LLCGA · 311683563-001 | $622M | 13,677 | $22,301 | 1y | 1 |
UNIFIRST CORPORATIONMA · 042103460-001 | $554M | 13,504 | $44,385 | 6y | 2 |
BOYD GAMING CORPORATIONNV · 880242733-001 | $537M | 18,991 | $16,563 | 10y | 1 |
BOT - OREGON SHEET METAL WORKERS MASTER RETIREMENT TRUSTOR · 936018501-001 | $529M | 3,426 | $20,751 | 10y | - |
ARXADA, LLCNJ · 135665861-003 | $376M | 2,331 | $135,061 | 4y | - |
ARXADA, LLCNJ · 135665861-005 | $225M | 1,264 | $9,047 | 2y | - |
Flag exposure
90.9%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 (56)
Raw Schedule C names collapsed into OGLETREE DEAKINS.
- OGELTREE DEAKINS
- OGLETREE
- OGLETREE ,DEAKINS ,NASH ,SMOAK STEW
- OGLETREE DEAKIN NASH SMOAK & STEWAR
- OGLETREE DEAKING
- OGLETREE DEAKINS
- OGLETREE DEAKINS ET AL
- OGLETREE DEAKINS NASH SMOAK
- OGLETREE DEAKINS NASH SMOAK & STE
- OGLETREE DEAKINS NASH SMOAK & STEAR
- OGLETREE DEAKINS NASH SMOAK & STEW
- OGLETREE DEAKINS NASH SMOAK & STEWA
- OGLETREE DEAKINS NASH SMOAK & STWT
- OGLETREE DEAKINS NASH SMOAK &STEARD
- OGLETREE DEAKINS NASH SMOAK AND
- OGLETREE DEAKINS NASH SMOAK AND STE
- OGLETREE DEAKINS NASH SMOAK STEW PC
- OGLETREE DEAKINS NASH SMOAK STEWARD
- OGLETREE DEAKINS NASH SMOAK STEWART
- OGLETREE DEAKINS NASH SMOAK& STEWA
- OGLETREE DEAKINS NASH SMOAK&STEWAR
- OGLETREE DEAKINS NASH SMOAK&STEWART
- OGLETREE DEAKINS, ET AL., P.C.
- OGLETREE DEAKINS, PC
- OGLETREE, DEAKINS ET AL, P.C.
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 OGLETREE DEAKINS'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 | 2 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 2 | 9.09% | 0.14% | +8.95 pp |
| Corrective distributions | 6 | 27.27% | 1.76% | +25.51 pp |
| Loss discovered | 1 | 4.55% | 0.00% | +4.54 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with OGLETREE DEAKINS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent