PICKETT, CHANEY & MCMULLEN LLP
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31+4 YoYRank #490 of mapped providers
Assets under administration$7.7B0.0%Market share · rank #1429
Fees received$414,475Median $11,850/planSum across Schedule C direct + indirect
Net wins YoY+611 won · 5 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 PICKETT, CHANEY & MCMULLEN LLP plan look like?
Service mix · median fees per plan
Count of plans where PICKETT, CHANEY & MCMULLEN LLP 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 | 31 | $11,850 |
Competitor overlap
Percent of PICKETT, CHANEY & MCMULLEN 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 PICKETT, CHANEY & MCMULLEN LLP.
| Sponsor | From | Assets |
|---|---|---|
DAIRY FARMERS OF AMERICA, INC.KS · 430905874-032 | (new plan) | $875M |
DFA DAIRY BRANDS CORPORATE, LLCKS · 850489626-001 | (new plan) | $603M |
ASSOCIATED WHOLESALE GROCERS, INC.KS · 480614866-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $311M |
ROCKHURST UNIVERSITYMO · 440545813-001 | TIAA | $85M |
BURD & FLETCHER COMPANYMO · 440186540-001 | GENEOS WEALTH MANAGEMENT INC | $25M |
HALLCON CORPORATIONKS · 954688677-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $15M |
ASSOCIATED WHOLESALE GROCERS, INC.KS · 480614866-004 | MERRILL LYNCH PIERCE FENNER & SMITH | $12M |
THE KINCAID GROUPKS · 821560598-002 | AMERICAN FUNDS | $6M |
VALU MERCHANDISERS COMPANYKS · 481141124-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $2M |
LIBERTY FRUIT COMPANY, INC.KS · 431018523-002 | FRONTIER CAPITAL MANAGEMENT | $133 |
Plans lost in 2024
Appeared last year under PICKETT, CHANEY & MCMULLEN LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
HENDERSON COMPANIES, INCKS · 431187909-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $181M |
MIZE CPAS, INC.KS · 480882363-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $33M |
TRABON PRINTING COMPANY, INC.MO · 431128730-001 | RBC WEALTH MANAGEMENT | $17M |
TENSION CORPORATIONMO · 221589367-002 | AON CONSULTING | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $26,150 | 1y | 1 |
THALES USA, INC.VA · 060938363-003 | $1.6B | 7,623 | $28,050 | 7y | 1 |
DAIRY FARMERS OF AMERICA, INC.KS · 430905874-032 | $875M | 9,978 | $15,600 | 4y | 2 |
DFA DAIRY BRANDS CORPORATE, LLCKS · 850489626-001 | $603M | 8,331 | $15,600 | 1y | - |
MURPHY-HOFFMAN COMPANYKS · 431394729-001 | $405M | 6,163 | $11,100 | 10y | 1 |
ASSOCIATED WHOLESALE GROCERS, INC.KS · 480614866-002 | $311M | 3,460 | $12,525 | 2y | 1 |
HELZBERG DIAMOND SHOPS LLCMO · 440553741-001 | $135M | 2,382 | $11,850 | 10y | - |
SHAMROCK TRADING CORPORATIONKS · 203564413-001 | $122M | 2,846 | $10,350 | 7y | - |
DAIRY FARMERS OF AMERICA, INC.KS · 430905874-334 | $94M | 1,622 | $20,850 | 10y | - |
ROCKHURST UNIVERSITYMO · 440545813-001 | $87M | 732 | $12,250 | 4y | - |
Flag exposure
90.3%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 PICKETT, CHANEY & MCMULLEN LLP.
- PICKET CHANEY & MCMULLEN LLP
- PICKET, CHANEY & MCMULLEN LLP
- PICKETT CHANEY & MCMULLEN
- PICKETT CHANEY & MCMULLEN LLP
- PICKETT CHANEY AND MCMULLEN
- PICKETT CHANEY AND MCMULLEN LLP
- PICKETT CHANEY MCMULLEN LLP
- PICKETT, CHANEY & MC
- PICKETT, CHANEY & MCMILLEN LLP
- PICKETT, CHANEY & MCMULL
- PICKETT, CHANEY & MCMULLEN
- PICKETT, CHANEY & MCMULLEN LLP
- PICKETT, CHANEY & MCMULLEN, LLP
- PICKETT, CHANEY & MCMULLIN LLP
- PICKETT, CHANEY &MCMULLEN, LLP
- PICKETT, CHANEY AND MCMULLEN LLP
- PICKETT, CHANEY MCMULLEN LLP
- PICKETT, CHANEY, & MCMULLEN LLP
- PICKETT, CHANEY, MCMULLEN LLP, CPA
- PICKETT,CHANEY,&MCMULLEN,LLP
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 PICKETT, CHANEY & MCMULLEN 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 | 1 | 3.23% | 26.94% | -23.72 pp |
| Late contributions | 6 | 19.35% | 1.71% | +17.64 pp |
| Failed to provide benefit | 1 | 3.23% | 0.14% | +3.09 pp |
| Corrective distributions | 10 | 32.26% | 1.76% | +30.50 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 PICKETT, CHANEY & MCMULLEN LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).