RONALD BLUE & COMPANY
35 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+3 YoYRank #1652 of mapped providers
Assets under administration$25.3B0.0%Market share · rank #395
Fees received$569,788Median $37,000/planSum across Schedule C direct + indirect
Net wins YoY+24 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 RONALD BLUE & COMPANY plan look like?
Service mix · median fees per plan
Count of plans where RONALD BLUE & COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 5 | $44,400 | |
Trustee (individual)Code 20 | 2 | $7,454 | |
Legal; Direct payment from the planCode 29 | 1 | $22,895 |
Competitor overlap
Percent of RONALD BLUE & COMPANY'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 RONALD BLUE & COMPANY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | MITTERA INC | $15.0B |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | AMERICAN REALTY ADVISORS | $8.0B |
TRUSTEES OF CONSTRUCTION WORKERS - LAKE COUNTY PENSIONIN · 356030666-001 | ULLICO | $550M |
TRUSTEES OF LABORERS LOCAL 57 INDUSTRIAL PENSIONPA · 231627410-003 | STEFANIE STRICKLIN | $318M |
Plans lost in 2024
Appeared last year under RONALD BLUE & COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | WEAVER AND TIDWELL, LLP | $1.9B |
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $265,739 | 1y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $7,171 | 6y | - |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | $1.0B | 25,701 | $147,846 | 10y | - |
TRUSTEES OF CONSTRUCTION WORKERS - LAKE COUNTY PENSIONIN · 356030666-001 | $591M | 6,258 | $7,737 | 2y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LOCAL 831 -CA · 956376874-001 | $489M | 3,107 | $22,895 | 10y | - |
BOARD OF TRUSTEES, IRONWORKERS LOCAL NO. 6 PROFIT SHARING PLANNY · 261899241-001 | $32M | 374 | $29,600 | 1y | - |
BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 RETIREMENT PLANNY · 872177114-001 | $8M | 233 | $44,400 | 1y | - |
BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 6 PENSION FUNDNY · 166085493-001 | $1M | 488 | $44,400 | 1y | - |
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 (35)
Raw Schedule C names collapsed into RONALD BLUE & COMPANY.
- RON BLUE & COMPANY
- RON BLUE AND COMPANY
- RON DILLINGHAM
- RON KOSEL
- RON LAUDEL
- RON MAY
- RON-CO-FID--INDEX-COMPREHENSIVE
- RONALD A. STRACI, ESQ
- RONALD BLUE & CO
- RONALD BLUE & CO LP
- RONALD BLUE & CO LP DBA RONALD
- RONALD BLUE & CO.
- RONALD BLUE & CO. LLC
- RONALD BLUE & CO., LLC
- RONALD BLUE & COMPANY
- RONALD BORST
- RONALD CURRY
- RONALD D. NODLER
- RONALD DEAN
- RONALD DOYLE
- RONALD F URICKS
- RONALD G. NEHRKE
- RONALD HUFFMAN
- RONALD J. TINE
- RONALD JOHNSON
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 RONALD BLUE & COMPANY'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 RONALD BLUE & COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent