SOUTHERN PENSION SERVICES
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1466 of mapped providers
Assets under administration$186M0.0%Market share · rank #6362
Fees received$87,275Median $8,270/planSum across Schedule C direct + indirect
Net wins YoY+11 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 SOUTHERN PENSION SERVICES plan look like?
Service mix · median fees per plan
Count of plans where SOUTHERN PENSION SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the plan; Other fees; Contract AdministratorCode 13 | 5 | $7,943 | |
Other servicesCode 49 | 3 | $5,100 | |
Claims processing; Participant loan processing; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 12 | 1 | $8,440 |
Competitor overlap
Percent of SOUTHERN PENSION SERVICES'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 SOUTHERN PENSION SERVICES.
| Sponsor | From | Assets |
|---|---|---|
CARROLLWOOD DAY SCHOOLFL · 311581952-001 | PRINCIPAL LIFE INSURANCE COMPANY | $15M |
Plans lost in 2024
Appeared last year under SOUTHERN PENSION SERVICES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BUTLER WEIHMULLER KATZ CRAIG, LLPFL · 592328807-001 | $74M | 449 | $17,939 | 2y | - |
DANIELS MANUFACTURING CORPORATIONFL · 591374349-001 | $25M | 353 | $16,665 | 10y | 1 |
KELLEY KRONENBERG, P.A.FL · 650378773-003 | $20M | 471 | $3,720 | 9y | - |
TAMPA BAY STEEL, LLCFL · 591999833-001 | $18M | 146 | $8,270 | 9y | 1 |
CARROLLWOOD DAY SCHOOLFL · 311581952-001 | $15M | 287 | $7,943 | 4y | 1 |
COMANCO ENVIRONMENTAL CORPORATIONFL · 650398101-001 | $11M | 236 | $8,440 | 10y | - |
SENTRY MANAGEMENT, INC.FL · 591625937-001 | $10M | 921 | $4,439 | 3y | - |
GSP MARKETING TECHNOLOGIES, INC.FL · 591834766-001 | $9M | 396 | $12,874 | 5y | - |
LEADERS HOLDING COMPANYFL · 592640693-001 | $3M | 227 | $6,985 | 4y | 2 |
Flag exposure
88.9%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 (6)
Raw Schedule C names collapsed into SOUTHERN PENSION SERVICES.
- SOUTHEN PENSION SERVICES
- SOUTHER PENSION SERVICES
- SOUTHERN PENSION SERIVCES, INC.
- SOUTHERN PENSION SERVICES
- SOUTHERN PENSION SERVICES, INC.
- SOUTHERN PENSION SSERVICES
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 SOUTHERN PENSION SERVICES'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 | 1 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 2 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 22.22% | 1.76% | +20.46 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 SOUTHERN PENSION SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent