ROBERTS & HOLLAND
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #1977 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2446
Fees received$1MMedian $122,972/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 ROBERTS & HOLLAND plan look like?
Service mix · median fees per plan
Count of plans where ROBERTS & HOLLAND ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 5 | $122,972 |
Competitor overlap
Percent of ROBERTS & HOLLAND'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 ROBERTS & HOLLAND.
| Sponsor | From | Assets |
|---|---|---|
ANDERSON KILL P.C.NY · 132743351-002 | FIDUCIENT ADVISORS LLC | $102M |
Plans lost in 2024
Appeared last year under ROBERTS & HOLLAND; not this year.
| Sponsor | To | Assets |
|---|---|---|
O'REILLY HOSPITALITY MANAGEMENT, LLCMO · 263502847-001 | AMERICAN FUNDS | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MGM RESORTS INTERNATIONALNV · 880215232-002 | $2.2B | 43,365 | $196,920 | 10y | 2 |
BOARD OF TRUSTEES OF NBA PLAYERS' PENSION PLANIN · 832172122-001 | $725M | 2,149 | $679,985 | 8y | - |
RUDIN MANAGEMENT CO., INCNY · 131247876-001 | $124M | 327 | $50,222 | 2y | - |
ANDERSON KILL P.C.NY · 132743351-002 | $102M | 247 | $12,403 | 1y | 1 |
NATIONAL BASKETBALL ASSOCIATIONNJ · 135582586-004 | $87M | 192 | $122,972 | 10y | - |
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 (10)
Raw Schedule C names collapsed into ROBERTS & HOLLAND.
- L. ROBERTS
- ROBERT & HOLLAND LLP
- ROBERTS & HOLLAND
- ROBERTS & HOLLAND LLP
- ROBERTS & HOLLAND, LLP
- ROBERTS & RYAN INVESTMENTS, INC.
- ROBERTS / ALEXONIS GROUP
- ROBERTS AND HOLLAND LLP
- ROBERTS MCKENZIE MANGAN & CUMMINGS
- ROBERTS SINTO CORPORATION
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 ROBERTS & HOLLAND'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 | 2 | 40.00% | 1.71% | +38.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 ROBERTS & HOLLAND. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent