SHUMAKER, LOOP & KENDRICK, LLP
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served46+12 YoYRank #390 of mapped providers
Assets under administration$18.2B0.0%Market share · rank #796
Fees received$2MMedian $25,628/planSum across Schedule C direct + indirect
Net wins YoY+910 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 SHUMAKER, LOOP & KENDRICK, LLP plan look like?
Service mix · median fees per plan
Count of plans where SHUMAKER, LOOP & KENDRICK, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 45 | $26,584 | |
Accounting (including auditing); Legal; Direct payment from the planCode 10 | 1 | $9,170 |
Competitor overlap
Percent of SHUMAKER, LOOP & KENDRICK, 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 SHUMAKER, LOOP & KENDRICK, LLP.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401KMN · 411760754-002 | CLIFTONLARSONALLEN LLP | $1.1B |
PROMEDICA EMPLOYMENT SERVICES, LLCOH · 341903270-004 | FIDELITY INVESTMENTS INSTITUTIONAL | $633M |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | ALGER | $452M |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLANMN · 416035616-001 | CLIFTONLARSONALLEN LLP | $417M |
TRUSTEES OF SOUTH CENTRAL MINNESOTA ELEC WORKERS RETIREMENT AND 401(K)MN · 411390063-002 | KUTAK ROCK LLP | $307M |
TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSIONMN · 416046858-003 | ASB CAPITAL MANAGEMENT | $292M |
TRUSTEES OF PAINTERS AND ALLIED TRADES DC82 DEFINED CONTRIBUTION PENSIMN · 812748532-001 | MCGRANN SHEA CARNIVAL STRAUGHN & LA | $252M |
TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLANMN · 416046858-005 | MCGRANN SHEA CARNIVAL STRAUGHN & LA | $204M |
BOARD OF TRUSTEES OF THE TWIN CITY FLOOR COVERING INDUSTRY PENSION FUNMN · 416145862-001 | THE SEGAL COMPANY | $156M |
TRUSTEES OF MINNEAPOLIS OPERATIVE PLASTERERS' RETIREMENT PLANMN · 416132957-001 | MATRIX TRUST COMPANY | $68M |
Plans lost in 2024
Appeared last year under SHUMAKER, LOOP & KENDRICK, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES PLUMBERS AND STEAMFITTERS LOCALCT · 061405058-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $140,557 | 2y | - |
TRUSTEES OF OHIO CARPENTERS' PENSION PLANMI · 346574360-001 | $2.1B | 31,115 | $196,551 | 10y | - |
TRUSTEES OF CENTRAL MIDWEST REGIONAL COUNCIL OF CARPENTERS DC PENSIONMI · 351833932-001 | $1.6B | 55,172 | $18,635 | 2y | - |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401KMN · 411760754-002 | $1.2B | 6,319 | $92,411 | 2y | 1 |
BOARD OF DIRECTORS OF THE IBEW LOCALS' SAVING & RETIREMENT GROUP TRUSTNY · 271722149-023 | $742M | 2,667 | $28,490 | 2y | 1 |
BOARD OF TRUSTEES LOCAL NO. 8 IBEW RETIREMENT PLAN & TRUSTOH · 346596899-001 | $671M | 3,162 | $37,298 | 10y | - |
PROMEDICA EMPLOYMENT SERVICES, LLCOH · 341903270-004 | $633M | 8,071 | $9,170 | 1y | 1 |
BOARD OF TRUSTEES OF DAKOTAS AREAWIDE IBEW-NECA SAVINGS AND RETIREMENTND · 450348980-002 | $583M | 4,438 | $45,423 | 2y | 1 |
TRUSTEES OF SHEET METAL LOCAL 10 SUPPLEMENTAL RETIREMENT FUNDMN · 416162383-001 | $573M | 4,801 | $38,700 | 2y | - |
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | $481M | 3,492 | $46,850 | 2y | - |
Flag exposure
89.1%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 (22)
Raw Schedule C names collapsed into SHUMAKER, LOOP & KENDRICK, LLP.
- SCHUMAKER, LOOP & KENDRICK, LLP
- SCHUMAKER, LOOP, & KENDRICK LLP
- SHUMACKER, LOOP & KENDRICK, LLP
- SHUMAKER
- SHUMAKER LOOP & KENDRICK
- SHUMAKER LOOP & KENDRICK LLP
- SHUMAKER LOOP & KENDRICK, LLP
- SHUMAKER LOOP AND KENDRICK
- SHUMAKER LOOP AND KENDRICK LLP
- SHUMAKER LOOP KENDRICK
- SHUMAKER, LOOP & KENDRICK
- SHUMAKER, LOOP & KENDRICK LLP
- SHUMAKER, LOOP & KENDRICK, LLP
- SHUMAKER, LOOP & KENRICK, LLP
- SHUMAKER, LOOP AND KENDRICK
- SHUMAKER, LOOP, & KENDRICK
- SHUMAKER, LOOP, & KENDRICK LLP
- SHUMAKER, LOOP, & KENDRICK, LLP
- SHUMAKER, LOOP, AND KENDRICK LLP
- SHUMAKER, LOOP,& KENDRICK, LLP
- SHUMAKER, LOOPS AND KENDRICK
- SHUMKER, LOOP & KENDRICK, 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 SHUMAKER, LOOP & KENDRICK, 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 | 3 | 6.52% | 7.76% | -1.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 13.04% | 1.71% | +11.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.17% | 1.76% | +0.42 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 SHUMAKER, LOOP & KENDRICK, LLP. 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).