STEVENS & LEE
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+2 YoYRank #892 of mapped providers
Assets under administration$26.6B0.0%Market share · rank #502
Fees received$1MMedian $20,047/planSum across Schedule C direct + indirect
Net wins YoY+26 won · 4 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 STEVENS & LEE plan look like?
Service mix · median fees per plan
Count of plans where STEVENS & LEE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 14 | $20,047 | |
Direct payment from the plan; Contract AdministratorCode 13 | 1 | $6,505 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $349,174 |
Competitor overlap
Percent of STEVENS & LEE'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 STEVENS & LEE.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | CLOUDBERRY CREATIVE, INC. | $16.8B |
GELLER & COMPANY LLCNY · 134149326-001 | CHARLES SCHWAB & CO., INC. | $113M |
XMT SERVICES, INC.MD · 884345709-002 | SLAVIC INTEGRATED ADMINISTRATION | $93M |
INSTITUTE FOR ADVANCED STUDYNJ · 210634988-002 | GLOBAL RETIREMENT PARTNERS LLC | $90M |
PHOEBE HOME, INC.PA · 231396838-002 | CONRAD SIEGEL | $93,395 |
Plans lost in 2024
Appeared last year under STEVENS & LEE; not this year.
| Sponsor | To | Assets |
|---|---|---|
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | KRYSTAL CIMINO | $1.4B |
WESTLAKE SERVICES HOLDING COMPANYCA · 611636987-002 | (new plan) | $494M |
BOARD OF TRUSTEES TEAMSTERS LOCAL 830 RETIREMENT SAVINGS PLANPA · 237367250-003 | LOCAL 1102 RWDSU | $98M |
FIRST STATE BANCORP, INC.MO · 431281074-003 | TRANSITION FINANCE STRATEGIES, LLC | $40M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $5,564 | 3y | 1 |
SCIENCE APPLICATIONS INTERNATIONAL CORPORATIONVA · 306419427-001 | $5.4B | 32,258 | $59,448 | 2y | 1 |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | $2.7B | 24,600 | $493,985 | 10y | - |
ARMSTRONG WORLD INDUSTRIES INCPA · 230366390-014 | $526M | 4,027 | $19,625 | 6y | 2 |
INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DC NO. 21 ANNUITY FUNDPA · 237390182-003 | $220M | 5,178 | $61,233 | 10y | - |
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUNDPA · 236546776-001 | $143M | 6,923 | $50,370 | 10y | - |
SOUTH CENTRAL ANNUITY FUNDTX · 352409603-001 | $142M | 9,320 | $349,174 | 10y | - |
TRUSTEES OF THE DAIRY INDUSTRY - UNION PENSION PLAN FOR PHILADELPHIA &NJ · 236283288-001 | $136M | 2,291 | $45,416 | 10y | - |
GELLER & COMPANY LLCNY · 134149326-001 | $113M | 522 | $9,905 | 1y | 1 |
XMT SERVICES, INC.MD · 884345709-002 | $93M | 2,291 | $12,632 | 1y | - |
Flag exposure
87.5%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 (12)
Raw Schedule C names collapsed into STEVENS & LEE.
- STEVEN & LEE
- STEVENS & LEE
- STEVENS & LEE P.C.
- STEVENS & LEE PC
- STEVENS & LEE, P.C
- STEVENS & LEE, P.C.
- STEVENS & LEE, PC
- STEVENS AND LEE
- STEVENS AND LEE PC
- STEVENS CONSTRUCTION CORP
- STEVENS VALUATION SERVICES
- STEVENS, DOWD AND COMPANY
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 STEVENS & LEE'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 | 6.25% | 7.76% | -1.51 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 18.75% | 1.76% | +16.99 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 STEVENS & LEE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent