PUGH & COMPANY, PC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2923 of mapped providers
Assets under administration$73M0.0%Market share · rank #8217
Fees received$44,206Median $8,533/planSum across Schedule C direct + indirect
Net wins YoY-11 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 PUGH & COMPANY, PC plan look like?
Service mix · median fees per plan
Count of plans where PUGH & COMPANY, PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 4 | $8,533 |
Competitor overlap
Percent of PUGH & COMPANY, PC'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 PUGH & COMPANY, PC.
| Sponsor | From | Assets |
|---|---|---|
FURROW AUCTION COMPANYTN · 620809770-001 | QDRO CONSULTANTS COMPANY, LLC | $13M |
Plans lost in 2024
Appeared last year under PUGH & COMPANY, PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY HEALTH SYSTEM, INC.TN · 311626179-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $374M |
MASSEY CONSTRUCTION, INC.TN · 620803203-001 | HOME FEDERAL BANK OF TENNESSEE | $18M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CHEROKEE DISTRIBUTING COMPANY, INC.TN · 620921075-002 | $33M | 434 | $0 | 10y | - |
MASSEY CONSTRUCTION, INC.TN · 620803203-001 | $22M | 452 | $27,140 | 7y | 1 |
FURROW AUCTION COMPANYTN · 620809770-001 | $13M | 307 | $1,166 | 3y | 1 |
WEIGEL STORES, INC.TN · 621588714-001 | $6M | 2,532 | $15,900 | 6y | 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 (6)
Raw Schedule C names collapsed into PUGH & COMPANY, PC.
- PUGH & COMPANY
- PUGH & COMPANY PC
- PUGH & COMPANY, P.C.
- PUGH & COMPANY, PC
- PUGH CPA'S
- PUGH CPAS
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 PUGH & COMPANY, PC'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 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 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 PUGH & COMPANY, PC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent