QUALIFIED PLANS, LLC
39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served62+6 YoYRank #314 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2450
Fees received$990,728Median $8,400/planSum across Schedule C direct + indirect
Net wins YoY+617 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 QUALIFIED PLANS, LLC plan look like?
Service mix · median fees per plan
Count of plans where QUALIFIED PLANS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Contract Administrator; Other fees; Direct payment from the planCode 13 | 15 | $7,860 | |
Other services; Other feesCode 49 | 15 | $9,787 | |
Consulting (pension)Code 17 | 8 | $4,392 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 8 | $16,196 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 6 | $19,869 | |
Consulting (general); Consulting fees; Investment advisory (participants); Investment advisory (plan)Code 16 | 4 | $20,730 | |
Investment advisory (participants)Code 26 | 3 | $6,858 | |
Plan AdministratorCode 14 | 2 | $11,838 |
Competitor overlap
Percent of QUALIFIED PLANS, 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 QUALIFIED PLANS, LLC.
| Sponsor | From | Assets |
|---|---|---|
BUNZL USA, LLCMO · 131884179-002 | THE VANGUARD GROUP, INC. | $942M |
TECHNIP ENERGIES USA, INC.TX · 760386371-003 | STRATEGIC ADVISORS, INC. | $346M |
AMERICAN BUREAU OF SHIPPINGTX · 134921556-003 | PRIME CAPITAL INVESTMENT ADVISORS | $345M |
CLINICA FAMILY HEALTHCO · 840743432-002 | PRINCIPAL LIFE INSURANCE COMPANY | $34M |
UEI GROUP SERVICES, INC.KS · 872488321-002 | PRIME CAPITAL INVESTMENT ADVISORS | $18M |
CONTINUUM ADVANTAGE, LLCIA · 843896652-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $14M |
UNDERSTOOD FOR ALL, INC.NY · 832365235-001 | (new plan) | $14M |
BOOMERANG CORP.IA · 421521119-001 | PRINCIPAL LIFE INSURANCE COMPANY | $9M |
TENNSMITH HOLDINGS INC.TN · 863624328-001 | TAYLOR SECURITIES | $7M |
CARRIER ACCESS INC.IA · 200545373-001 | AMERICAN REALTY ADVISORS | $6M |
Plans lost in 2024
Appeared last year under QUALIFIED PLANS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHEAST GEORGIA HEALTH SYSTEM, INC.GA · 581911751-002 | NEWEDGE ADVISORS LLC | $181M |
AMERICAN EQUITY INVESTMENT LIFE HOLDING COMPANYIA · 421447959-001 | PRINCIPAL LIFE INSURANCE COMPANY | $88M |
MIZE CPAS, INC.KS · 480882363-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $33M |
HAWKINS CONSTRUCTION COMPANYNE · 470460612-002 | PRIME CAPITAL INVESTMENT ADVISORS | $30M |
SURGICAL MANAGEMENT PROFESSIONALS, LLCSD · 202605266-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $22M |
CANOO TECHNOLOGIES INC.TX · 823375874-001 | PRIME CAPITAL INVESTMENT ADVISORS | $22M |
GEORGIA EYE INSTITUTE OF THE SE LLCGA · 300489823-001 | PROACCOUNT | $15M |
MAGNOLIA REGIONAL HEALTH SYSTEM, INC.AR · 850512754-003 | PRIME CAPITAL INVESTMENT ADVISORS | $6M |
FLS TRANSPORTATION SERVICES USA, INC.GA · 980541070-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $6M |
CIRCLE COMPUTER RESOURCES, INC.IA · 421404024-001 | COMMONWEALTH FINANCIAL NETWORK | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BUNZL USA, LLCMO · 131884179-002 | $942M | 8,433 | $9,343 | 1y | - |
TENASKA, INCNE · 470701708-001 | $390M | 1,000 | $37,587 | 4y | - |
TECHNIP ENERGIES USA, INC.TX · 760386371-003 | $346M | 1,316 | $16,250 | 1y | - |
AMERICAN BUREAU OF SHIPPINGTX · 134921556-003 | $345M | 2,077 | $106,250 | 2y | - |
NYEMASTER GOODE, P.C.IA · 421154516-001 | $139M | 200 | $18,351 | 3y | 1 |
AVE-PLP, LLCIA · 204936311-001 | $94M | 1,189 | $1,425 | 7y | - |
WENGER MANUFACTURING, LLCKS · 480644991-002 | $87M | 436 | $52,290 | 7y | - |
WEST BANCORPORATION, INC.IA · 421230603-001 | $51M | 225 | $12,394 | 4y | - |
EXCELLIGENCE LEARNING CORPORATIONCA · 770559897-001 | $40M | 1,312 | $121,581 | 2y | 1 |
ABC OF IOWAIA · 421029016-333 | $34M | 878 | $30,164 | 5y | 2 |
Flag exposure
88.7%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 (39)
Raw Schedule C names collapsed into QUALIFIED PLANS, LLC.
- QUALFIED PLANS, LLC
- QUALIFED PLANS, LLC
- QUALIFIED
- QUALIFIED BENEFITS, LLC
- QUALIFIED PENSION
- QUALIFIED PLAN ADMINIISTRATORS INC
- QUALIFIED PLAN ADVISORS
- QUALIFIED PLAN ADVISORS-LITTLE ROCK
- QUALIFIED PLAN CONSULTANTS
- QUALIFIED PLAN CONSULTANTS LLC
- QUALIFIED PLAN CONSULTANTS LLC IOWA
- QUALIFIED PLAN CONSULTANTS LLCC
- QUALIFIED PLAN CONSULTANTS, INC.
- QUALIFIED PLAN CONSULTANTS, LLC
- QUALIFIED PLAN CONSULTANTS,LLC
- QUALIFIED PLAN CONSULTATNS LLC
- QUALIFIED PLAN LLC
- QUALIFIED PLAN, LLC
- QUALIFIED PLANS
- QUALIFIED PLANS CONSULTANTS
- QUALIFIED PLANS LLC
- QUALIFIED PLANS LLC MA
- QUALIFIED PLANS LLC OF PEORIA
- QUALIFIED PLANS LLC OF PEORIS
- QUALIFIED PLANS OF PEORIA
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 QUALIFIED PLANS, 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 | 3 | 4.84% | 7.76% | -2.92 pp |
| Fidelity bond gap | 2 | 3.23% | 26.94% | -23.72 pp |
| Late contributions | 22 | 35.48% | 1.71% | +33.77 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 19 | 30.65% | 1.76% | +28.89 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 QUALIFIED PLANS, LLC. 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).