STEPTOE & JOHNSON LLP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #1945 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #439
Fees received$1MMedian $61,413/planSum across Schedule C direct + indirect
Net wins YoY+23 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 STEPTOE & JOHNSON LLP plan look like?
Service mix · median fees per plan
Count of plans where STEPTOE & JOHNSON LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Investment management fees paid directly by planCode 29 | 3 | $61,413 | |
Direct payment from the plan; Contract AdministratorCode 13 | 1 | $5,513 | |
Direct payment from the planCode 50 | 1 | $921,142 |
Competitor overlap
Percent of STEPTOE & JOHNSON 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 STEPTOE & JOHNSON LLP.
| Sponsor | From | Assets |
|---|---|---|
OMNI HOTELS MANAGEMENT CORPORATIONTX · 020325957-005 | FARMER, FUQUA & HUFF, P.C. | $258M |
BD. OF TRUSTEES, AMENDED & RESTATED HIP-LOCAL 153 PENSION PLANNY · 132869312-002 | AGILIS PARTNERS LLC | $105M |
TEAMSTERS LOCAL 237 WELFARE FUNDNY · 132575626-001 | STROOCK & STROOCK & LAVAN | $53M |
Plans lost in 2024
Appeared last year under STEPTOE & JOHNSON LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIZENS BANK OF WEST VIRGINIAWV · 550143730-001 | METRO BENEFITS, INC. | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | $3.8B | 71,051 | $112,484 | 6y | 1 |
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | $1.5B | 7,759 | $921,142 | 9y | - |
OMNI HOTELS MANAGEMENT CORPORATIONTX · 020325957-005 | $258M | 17,413 | $5,513 | 1y | - |
BD. OF TRUSTEES, AMENDED & RESTATED HIP-LOCAL 153 PENSION PLANNY · 132869312-002 | $105M | 962 | $14,578 | 1y | - |
TEAMSTERS LOCAL 237 WELFARE FUNDNY · 132575626-001 | $53M | 240 | $61,413 | 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 (9)
Raw Schedule C names collapsed into STEPTOE & JOHNSON LLP.
- STEPTOE & JOHNSON
- STEPTOE & JOHNSON LLC
- STEPTOE & JOHNSON LLP
- STEPTOE & JOHNSON PLLC
- STEPTOE & JOHNSON, LLP
- STEPTOE & JOHNSON, PLLC
- STEPTOE AND JOHNSON PLLC
- STEPTOE JOHNSON LLC
- STEPTOE 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 STEPTOE & JOHNSON 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 | 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 | 20.00% | 0.14% | +19.86 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 STEPTOE & JOHNSON 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