REILLY, PENNER & BENTON LLP
29 known aliases resolved via the canonical alias map
Market position · 2024
Plans served24+1 YoYRank #645 of mapped providers
Assets under administration$11.1B0.0%Market share · rank #1124
Fees received$552,049Median $10,663/planSum across Schedule C direct + indirect
Net wins YoY+16 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 REILLY, PENNER & BENTON LLP plan look like?
Service mix · median fees per plan
Count of plans where REILLY, PENNER & BENTON 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 | 19 | $11,475 | |
Other feesCode 99 | 3 | $2,785 | |
Investment advisory (plan); Consulting feesCode 27 | 1 | $9,350 | |
Employee (plan)Code 30 | 1 | $151,286 |
Competitor overlap
Percent of REILLY, PENNER & BENTON 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 REILLY, PENNER & BENTON LLP.
| Sponsor | From | Assets |
|---|---|---|
DYNATECT MANUFACTURING, INC.WI · 208635723-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $46M |
HALQUIST STONE COMPANY, INC.WI · 391139607-001 | ASSOCIATED TRUST COMPANY, N.A. | $32M |
WILO USA LLCWI · 201923480-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $31M |
MALTEUROP NORTH AMERICA INC.WI · 753269114-003 | SAGEVIEW ADVISORY GROUP, LLC | $22M |
A.O. SMITH CORPORATIONWI · 390619790-019 | FOLEY & LARDNER LLP | $19M |
DHI CORPWI · 364403397-001 | SPECTRUM INVESTMENT ADVISORS | $9M |
Plans lost in 2024
Appeared last year under REILLY, PENNER & BENTON LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MACRO-PRO, INC.CA · 330387596-001 | CREATIVE PLANNING LLC | $19M |
THE STERNO GROUP COMPANIES, LLCTX · 205599323-001 | CREATIVE PLANNING LLC | $14M |
ARENA EVENT SERVICESWI · 300766502-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $7M |
COMMUNITY SENIORSERV, INC.CA · 952771715-002 | CREATIVE PLANNING LLC | $2M |
BOT OF THE NATIONAL ALLIED WORKERS UNION LOCAL 831 SAVINGS AND RETIREMIL · 900724512-002 | (new plan) | $117,884 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $151,286 | 8y | - |
ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN BOARD OF TRUSTEESWI · 391291994-002 | $651M | 4,993 | $84,725 | 9y | - |
ALLETE, INC.MN · 410418150-002 | $606M | 2,345 | $25,050 | 9y | 2 |
RITE-HITE HOLDING CORPORATIONWI · 391913562-001 | $494M | 2,851 | $9,500 | 10y | 1 |
ALLETE, INC. & AFFILIATED COMPANIESMN · 410418150-005 | $422M | 1,700 | $23,225 | 8y | - |
ELECTRICAL CONSTRUCTION INDUSTRY ANNUITY PLAN BOARD OF TRUSTEESWI · 391711748-001 | $403M | 5,280 | $42,325 | 10y | 1 |
ALLETE, INC. & AFFILIATED COMPANIESMN · 410418150-003 | $188M | 525 | $10,825 | 10y | - |
EXCELITAS TECHNOLOGIESMA · 611624649-001 | $174M | 1,690 | $10,300 | 2y | 1 |
ENGINEERED COMPONENTS & SYSTEMS, LLC D/B/A CENTROMOTIONWI · 841859718-001 | $88M | 977 | $10,500 | 2y | - |
BANK FIRST CORPORATIONWI · 391435359-002 | $68M | 523 | $17,937 | 4y | - |
Flag exposure
83.3%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 (29)
Raw Schedule C names collapsed into REILLY, PENNER & BENTON LLP.
- G.T. REILLY & CO.
- O'REILLY GROSSO & GROSS PC
- O'REILLY, GROSSO & GROSS
- O'REILLY, GROSSO & GROSS PC
- O'REILLY, GROSSO & GROSS, P.C.
- O'REILLY, GROSSO, & GROSS, P.C.
- O'REILLY, GROSSO, & GROSS, PC
- O'REILLY-WALKER, ARLETTE M.
- REILLEY, PENNER & BENTON
- REILLY ECHOLS
- REILLY ET AL CPA
- REILLY FINANCIAL ADVISORS
- REILLY FINANCIAL ADVISORS INC
- REILLY FINANCIAL ADVISORS LLC
- REILLY FINANCIAL ADVISORS, LLC
- REILLY PENNER & BENTON
- REILLY PENNER & BENTON LLP
- REILLY PENNER & BENTON, LLP
- REILLY PENNER AND BENTON LLP
- REILLY, PENNER & BENTON
- REILLY, PENNER & BENTON LLP
- REILLY, PENNER & BENTON, LLP
- REILLY, PENNER &BENTON LLP
- REILLY, PENNER AND BENTON LLP
- REILLY, PENNER, & BENTON 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 REILLY, PENNER & BENTON 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 | 1 | 4.17% | 7.76% | -3.60 pp |
| Fidelity bond gap | 1 | 4.17% | 26.94% | -22.77 pp |
| Late contributions | 4 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 1 | 4.17% | 0.14% | +4.03 pp |
| Corrective distributions | 5 | 20.83% | 1.76% | +19.07 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 REILLY, PENNER & BENTON LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).