UHY LLP
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served82+7 YoYRank #245 of mapped providers
Assets under administration$10.6B0.0%Market share · rank #1116
Fees received$2MMedian $16,400/planSum across Schedule C direct + indirect
Net wins YoY+631 won · 25 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 UHY LLP plan look like?
Service mix · median fees per plan
Count of plans where UHY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 68 | $15,281 | |
Direct payment from the plan; Recordkeeping fees; Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 5 | $16,912 | |
Contract AdministratorCode 13 | 3 | $21,000 | |
Other feesCode 99 | 3 | $25,625 | |
Direct payment from the plan; Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 2 | $28,900 | |
Other fees; Consulting (general)Code 16 | 2 | $9,000 |
Competitor overlap
Percent of UHY 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 UHY LLP.
| Sponsor | From | Assets |
|---|---|---|
WELLABE SERVICES COMPANYIA · 571176393-002 | THE VANGUARD GROUP, INC. | $163M |
GRUPO ANTOLIN NORTH AMERICA, INC.MI · 383096358-001 | PRINCIPAL LIFE INSURANCE COMPANY | $151M |
LA PETITE ACADEMY, INC.MI · 431243221-003 | PRINCIPAL LIFE INSURANCE COMPANY | $101M |
IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC.GA · 953496539-001 | SMITH, GAMBRELL & RUSSELL, LLP | $92M |
LAFONTAINE MOTORS, INC.MI · 382307028-001 | ASCENSUS LLC | $58M |
SKYLINE DISPLAYS, LLCMN · 371833268-001 | MESIROW FINANCIAL INVESTMENT MANAGE | $53M |
THE MACOMB GROUP, INC.MI · 382156104-001 | STIFEL NICOLAUS & CO INC | $52M |
CHILDSERVE INCIA · 421271420-002 | PRINCIPAL LIFE INSURANCE COMPANY | $41M |
BARTON MINES CORPORATIONNY · 231624372-002 | FIDUCIENT ADVISORS LLC | $38M |
INTERNATIONAL ASSOCIATION OF HEAT,FROST INSULATORS & ALLIED WORKERS LUNY · 136376169-001 | MARQUETTE ASSOCIATES | $37M |
Plans lost in 2024
Appeared last year under UHY LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
JUSTWORKS EMPLOYMENT GROUP, LLCNY · 462283648-333 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.9B |
COMMUNITYAMERICA CREDIT UNIONKS · 446015072-002 | CBIZ RETIREMENT PLAN SERVICES | $592M |
RUAN TRANSPORT CORPORATIONIA · 420619339-001 | PRINCIPAL LIFE INSURANCE COMPANY | $272M |
MANN+HUMMEL FILTRACTION TECHNOLOGY US LLCNC · 201483497-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $232M |
D & H CORPORATE GROUP INC.PA · 882009462-002 | MCKONLY & ASBURY LLP | $184M |
RUSSELL SAGE COLLEGENY · 141338488-001 | TIAA | $109M |
PLASTIC OMNIUMMI · 522249857-102 | FIDELITY INVESTMENTS INSTITUTIONAL | $108M |
TURBOCOMBUSTOR TECHNOLOGY, INC.CT · 200482306-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $68M |
GUARANTEE ELECTRICAL COMPANYMO · 430303610-012 | MORGAN STANLEY SMITH BARNEY | $29M |
MORSE CHEVROLET, INC.KS · 480727552-002 | CBIZ RETIREMENT PLAN SERVICES | $24M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $187,750 | 10y | - |
QUESTCO HOLDINGS, INC.TX · 812333797-001 | $442M | 16,606 | $38,438 | 5y | 1 |
ALBANY MED HEALTH SYSTEMNY · 141641730-003 | $290M | 13,571 | $15,759 | 3y | - |
RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC.NY · 141410842-002 | $213M | 3,327 | $12,915 | 8y | - |
TRADITION AMERICA HOLDINGS, INC.NY · 463751863-001 | $207M | 628 | $31,775 | 7y | - |
ADVANCED RADIOLOGY SERVICES, P.C.MI · 383380785-001 | $192M | 467 | $11,378 | 2y | - |
RESEARCH FOUNDATION FOR MENTAL HYGIENE, INC.NY · 141410842-001 | $186M | 2,817 | $12,300 | 7y | - |
TMG INSURANCE SERVICES, LLCIA · 934564667-002 | $184M | 765 | $9,000 | 1y | - |
CRAIN COMMUNICATIONS INCMI · 360708800-001 | $167M | 959 | $17,425 | 2y | - |
WELLABE SERVICES COMPANYIA · 571176393-002 | $163M | 744 | $11,000 | 2y | - |
Flag exposure
85.4%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 (26)
Raw Schedule C names collapsed into UHY LLP.
- OHY LLP
- TUHY LLP
- UHY
- UHY ADVISORS
- UHY ADVISORS GREAT LAKES, INC
- UHY ADVISORS INC
- UHY ADVISORS MI INC
- UHY ADVISORS MI INC.
- UHY ADVISORS MID-ATLANTIC MD, INC.
- UHY ADVISORS MO INC
- UHY ADVISORS MO INC DBA UHY ADVISOR
- UHY ADVISORS NORTHEAST, INC
- UHY ADVISORS, INC
- UHY ADVISORS, INC.
- UHY ADVISORS, MO INC.
- UHY DEL VALLE & NIEVES, PSC
- UHY LLP
- UHY LLP CERTIFIED PUBLIC ACCOUNTANT
- UHY LLP CPAS
- UHY LLP MI
- UHY LLP.
- UHY, LLC
- UHY, LLC.
- UHY, LLP
- UHY, LLP CPAS
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 UHY 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 | 4 | 4.88% | 7.76% | -2.88 pp |
| Fidelity bond gap | 2 | 2.44% | 26.94% | -24.50 pp |
| Late contributions | 16 | 19.51% | 1.71% | +17.80 pp |
| Failed to provide benefit | 2 | 2.44% | 0.14% | +2.30 pp |
| Corrective distributions | 18 | 21.95% | 1.76% | +20.19 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 UHY LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).