T R PAUL INC.
56 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-3 YoYRank #1560 of mapped providers
Assets under administration$8.5B0.0%Market share · rank #1357
Fees received$300,365Median $18,217/planSum across Schedule C direct + indirect
Net wins YoY-33 won · 6 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 T R PAUL INC. plan look like?
Service mix · median fees per plan
Count of plans where T R PAUL INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Contract AdministratorCode 13 | 3 | $7,800 | |
Recordkeeping fees; Employee (plan)Code 30 | 2 | $69,583 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $2,702 | |
Legal; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Other feesCode 21 | 1 | $22,800 | |
Other services; Direct payment from the planCode 49 | 1 | $14,736 |
Competitor overlap
Percent of T R PAUL INC.'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 T R PAUL INC..
| Sponsor | From | Assets |
|---|---|---|
FN AMERICA LLCVA · 202006285-002 | FN AMERICA LLC | $100M |
TRUSTEES OF THE LOCAL 734 PENSION FUNDIL · 516040136-001 | DANIEL AND HENRY CO | $96M |
CUSTOM COMMODITIES, INC.TX · 752181778-001 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under T R PAUL INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | HEATHER ROMERI | $971M |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | DIVERZIFY PRO | $830M |
GSC-ILA LOCAL 1303 PENSION PLANMS · 636053263-001 | SHANNON MILLETTE | $35M |
HANKY PANKY LTD.NY · 132915616-003 | AMERICAN FUNDS | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $59,052 | 6y | - |
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEPA · 236405239-001 | $1.1B | 7,393 | $157,479 | 10y | - |
FN AMERICA LLCVA · 202006285-002 | $100M | 695 | $22,800 | 1y | - |
TRUSTEES OF THE LOCAL 734 PENSION FUNDIL · 516040136-001 | $96M | 3,474 | $14,736 | 1y | - |
TLD AMERICACT · 132554618-001 | $27M | 779 | $19,919 | 9y | 2 |
BG OF DANBURY LLC DBA INGERSOLL AUTO OF DANBURYCT · 271291806-001 | $15M | 216 | $16,514 | 5y | 1 |
CAROLTON CHRONIC & CONVALESCENT HOSPITAL, INC.CT · 060699795-001 | $11M | 234 | $7,163 | 10y | 1 |
CUSTOM COMMODITIES, INC.TX · 752181778-001 | $4M | 291 | $2,702 | 1y | 2 |
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 (56)
Raw Schedule C names collapsed into T R PAUL INC..
- A-PAUL'S LOCK SERVICE
- MR. PAUL GASSEL
- PAUL A FOX
- PAUL ALBERINI AND MATTHEW BEES
- PAUL ALBERINI MATTHEW BEES
- PAUL B ANDERSON
- PAUL B. KILROY
- PAUL BENEFITS LAW CORP
- PAUL BENEFITS LAW CORP.
- PAUL BLANCO
- PAUL BOUDREAU
- PAUL CAREY, III
- PAUL D'AIUTOLO
- PAUL FAISON S WINBORNE
- PAUL FITZGERALD, P.C.
- PAUL FLASCH
- PAUL GASSEL
- PAUL GLOBAL ADVISORS LLC
- PAUL GREGORY ISON
- PAUL H GERLICK
- PAUL JOBIN
- PAUL KILROY
- PAUL KUVEKE
- PAUL L SAIA & BRIAN M PFLAUM
- PAUL LEGRAND
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 T R PAUL INC.'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 | 12.50% | 26.94% | -14.44 pp |
| Late contributions | 3 | 37.50% | 1.71% | +35.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 25.00% | 1.76% | +23.24 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 T R PAUL INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent