TERRY SCHMIDT LLC
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-3 YoYRank #2689 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2321
Fees received$165,798Median $19,000/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 TERRY SCHMIDT LLC plan look like?
Service mix · median fees per plan
Count of plans where TERRY SCHMIDT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 2 | $19,000 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $6,854 | |
Employee (plan)Code 30 | 1 | $120,944 |
Competitor overlap
Percent of TERRY SCHMIDT LLC'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 TERRY SCHMIDT LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under TERRY SCHMIDT LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | THE RETIREMENT ADVANTAGE INC | $4.2B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | VERUS | $622M |
BOARD OF TRUSTEES LOCAL 381 PENSIONNY · 136119547-001 | JULI LARIMIE | $105M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $26,684 | 6y | - |
BOARD OF TRUSTEES OF THE EQUITY LEAGUE 401K PLANNY · 134155733-001 | $557M | 24,451 | $11,316 | 10y | 1 |
BOARD OF TRUSTEES, 701 PENSION FUNDIL · 366455509-001 | $528M | 2,779 | $120,944 | 9y | - |
STEPTOE & JOHNSON PLLCWV · 550286140-001 | $189M | 919 | $6,854 | 2y | - |
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 (14)
Raw Schedule C names collapsed into TERRY SCHMIDT LLC.
- TERRY CONSULTING, LLC DBA THE TERR
- TERRY FLACK
- TERRY J. MUSTO
- TERRY L FLACK
- TERRY LYNN SHIELDS
- TERRY MUSTO
- TERRY NELSON
- TERRY OHLINGER
- TERRY RAAB
- TERRY RYAN
- TERRY SCHMIDT
- TERRY SCHMIDT LLC
- TERRY SHIELD
- THE TERRY GROUP
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 TERRY SCHMIDT LLC'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 | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 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 TERRY SCHMIDT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent