SQUIRE PATTON BOGGS (US) LLP
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14+8 YoYRank #1038 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2166
Fees received$227,955Median $14,875/planSum across Schedule C direct + indirect
Net wins YoY+89 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 SQUIRE PATTON BOGGS (US) LLP plan look like?
Service mix · median fees per plan
Count of plans where SQUIRE PATTON BOGGS (US) LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 8 | $14,875 | |
Legal; Direct payment from the planCode 29 | 5 | $10,643 | |
Investment advisory (plan)Code 27 | 1 | $48,490 |
Competitor overlap
Percent of SQUIRE PATTON BOGGS (US) 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 SQUIRE PATTON BOGGS (US) LLP.
| Sponsor | From | Assets |
|---|---|---|
G & A OUTSOURCING, INC. DBA G & A PARTNERSTX · 760461926-001 | NATIONAL FINANCIAL PARTNERS | $1.4B |
MYRIAD GENETICS, INC.UT · 870494517-003 | MERRILL LYNCH PIERCE FENNER & SMITH | $458M |
ENVIRI CORPORATIONPA · 231483991-258 | PRINCIPAL LIFE INSURANCE COMPANY | $246M |
PARK OHIO INDUSTRIES INCOH · 346520107-002 | HUNTINGTON NATIONAL BANK | $159M |
HARMON CITY, INC.UT · 870230875-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $98M |
MOUNTAINLANDS COMMUNITY HEALTH CENTERUT · 870515716-001 | PCS RETIREMENT, LLC | $15M |
HUDSON PRINTING COUT · 870308214-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $10M |
CREATIVE MEDIA DEVELOPMENT, INC.OR · 931199469-001 | KESTRA INVESTMENT SERVICES LLC | $7M |
NATIONAL MACHINERY LLCOH · 030400206-001 | SMS RETIREMENT | $0 |
Plans lost in 2024
Appeared last year under SQUIRE PATTON BOGGS (US) LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE SCOTT FETZER COMPANYOH · 470691256-098 | WILLIS TOWERS WATSON US LLC | $78M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
G & A OUTSOURCING, INC. DBA G & A PARTNERSTX · 760461926-001 | $1.4B | 47,029 | $18,000 | 1y | 2 |
BARRICK GOLD OF NORTH AMERICA, INC.NV · 980065088-001 | $1.3B | 8,866 | $15,350 | 5y | 1 |
MYRIAD GENETICS, INC.UT · 870494517-003 | $458M | 3,909 | $21,118 | 3y | 1 |
ENVIRI CORPORATIONPA · 231483991-258 | $246M | 2,786 | $7,366 | 3y | 1 |
ENVIRI CORPORATIONPA · 231483991-219 | $184M | 4,249 | $17,589 | 4y | - |
PARK OHIO INDUSTRIES INCOH · 346520107-002 | $159M | 5,335 | $8,190 | 3y | - |
HARMON CITY, INC.UT · 870230875-001 | $98M | 6,501 | $18,350 | 1y | 1 |
ENVIRI CORPORATIONPA · 231483991-224 | $82M | 2,812 | $10,643 | 5y | - |
KLAS ENTERPRISES, LLCUT · 860878379-001 | $26M | 245 | $7,793 | 6y | - |
NETDOCUMENTS SOFTWARE, INC.UT · 870551580-001 | $22M | 454 | $48,490 | 2y | - |
Flag exposure
92.9%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 (18)
Raw Schedule C names collapsed into SQUIRE PATTON BOGGS (US) LLP.
- SQUIRE
- SQUIRE & COMPANY
- SQUIRE & COMPANY PC
- SQUIRE & COMPANY, PC
- SQUIRE AND COMPANY
- SQUIRE AND COMPANY PC
- SQUIRE AUDIT TAX ADVISORY
- SQUIRE HIGHER PERSPECTIVE
- SQUIRE PATTON BOGGS
- SQUIRE PATTON BOGGS (US) LLP
- SQUIRE PATTON BOGGS LLC
- SQUIRE PATTON BOGGS LLP
- SQUIRE PATTON BOGGS US LLP
- SQUIRE PATTON BOGGS, LLP
- SQUIRE SANDERS & DEMPSEY (US) LLP
- SQUIRE WEALTH ADVISORS
- SQUIRE, PATTON & BOGGS
- SQUIRE, SANDERS AND DEMPSEY 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 SQUIRE PATTON BOGGS (US) 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 | 1 | 7.14% | 7.76% | -0.62 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 14.29% | 1.71% | +12.57 pp |
| Failed to provide benefit | 1 | 7.14% | 0.14% | +7.00 pp |
| Corrective distributions | 4 | 28.57% | 1.76% | +26.81 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 SQUIRE PATTON BOGGS (US) LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent