SHERMAN & HOWARD
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #1488 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3589
Fees received$42,955Median $8,117/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 SHERMAN & HOWARD plan look like?
Service mix · median fees per plan
Count of plans where SHERMAN & HOWARD ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 6 | $8,117 |
Competitor overlap
Percent of SHERMAN & HOWARD'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 SHERMAN & HOWARD.
| Sponsor | From | Assets |
|---|---|---|
FARM BUREAU INSURANCE COMPANY OF IDAHO ER 09ID · 820189910-001 | INGHAM & COMPANY | $87M |
SUNRISE MEDICAL (US) LLCCA · 272381917-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $78M |
SCHURZ COMMUNICATIONS, INC.IN · 350670960-001 | BLUEFIN | $909,801 |
Plans lost in 2024
Appeared last year under SHERMAN & HOWARD; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BEACON HEALTH SYSTEM, INC.IN · 453864076-003 | $695M | 10,766 | $9,101 | 2y | 1 |
FLATIRON CONSTRUCTION CORP.CO · 043147491-004 | $261M | 2,312 | $7,133 | 9y | 2 |
LIBERTY MEDIA CORPORATIONCO · 371699499-001 | $108M | 396 | $11,176 | 5y | - |
FARM BUREAU INSURANCE COMPANY OF IDAHO ER 09ID · 820189910-001 | $87M | 459 | $5,564 | 2y | - |
SUNRISE MEDICAL (US) LLCCA · 272381917-001 | $78M | 667 | $210 | 6y | - |
COMMERCE BANK AND TRUST HOLDING COMPANYKS · 480876926-001 | $30M | 335 | $9,771 | 6y | - |
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 (18)
Raw Schedule C names collapsed into SHERMAN & HOWARD.
- SHERMAN & HOWARD
- SHERMAN & HOWARD L.L.C
- SHERMAN & HOWARD L.L.C.
- SHERMAN & HOWARD LLC
- SHERMAN & HOWARD, L.L.C.
- SHERMAN & HOWARD, LLC
- SHERMAN & HOWARD, LLC.
- SHERMAN AND ARMBRUSTER
- SHERMAN AND HOWARD
- SHERMAN AND HOWARD LLC
- SHERMAN SILVERSTEIN ATTORNEY AT LAW
- SHERMAN WEALTH MANAGEMENT, LLC
- SHERMAN WELLS SYLVESTER & STAMELMAN
- TAFT STETTINIUS & HOLIST
- TAFT STETTINIUS & HOLLIS
- TAFT STETTINIUS & HOLLISTER LAW LLP
- TAFT STITTINIUS & HOLLISTER LLP
- TAFT, STETTINIOUS & HOLLISTER, 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 SHERMAN & HOWARD'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 | 1 | 16.67% | 0.14% | +16.53 pp |
| Corrective distributions | 2 | 33.33% | 1.76% | +31.57 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 SHERMAN & HOWARD. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent