VASQUEZ & COMPANY LLP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1691 of mapped providers
Assets under administration$12.5B0.0%Market share · rank #983
Fees received$106,060Median $16,383/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 VASQUEZ & COMPANY LLP plan look like?
Service mix · median fees per plan
Count of plans where VASQUEZ & COMPANY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 6 | $17,222 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 1 | $9,667 |
Competitor overlap
Percent of VASQUEZ & COMPANY 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 VASQUEZ & COMPANY LLP.
| Sponsor | From | Assets |
|---|---|---|
BANK OF HOPECA · 953972168-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $252M |
WHITE MEMORIAL COMMUNITY HEALTH CENTERCA · 472212776-001 | EPIC RETIREMENT PLAN SERVICES | $3M |
Plans lost in 2024
Appeared last year under VASQUEZ & COMPANY LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
NAVIS, LLC.GA · 943314201-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $51M |
BOYD CORPORATION INC. (WOBURN, INC.)MA · 042761155-001 | CLARK NUBER | $34M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AECOMTX · 611088522-055 | $6.8B | 32,344 | $5,250 | 7y | 2 |
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-001 | $4.7B | 21,342 | $16,383 | 6y | - |
ARES MANAGEMENT LLCCA · 272078839-001 | $519M | 2,530 | $21,630 | 3y | 1 |
BANK OF HOPECA · 953972168-001 | $252M | 1,903 | $20,370 | 3y | 1 |
TAYLOR MADE GOLF COMPANY, INC.CA · 330831814-440 | $206M | 1,285 | $18,060 | 8y | 1 |
CHILD CARE RESOURCE CENTERCA · 953081695-001 | $47M | 1,436 | $9,667 | 10y | 1 |
WHITE MEMORIAL COMMUNITY HEALTH CENTERCA · 472212776-001 | $3M | 170 | $14,700 | 1y | 1 |
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 (8)
Raw Schedule C names collapsed into VASQUEZ & COMPANY LLP.
- VASQUEZ & CO, LLP
- VASQUEZ & CO., LLP
- VASQUEZ & COMPANY
- VASQUEZ & COMPANY LLP
- VASQUEZ & COMPANY, LLP
- VASQUEZ AND COMPANY
- VASQUEZ AND COMPANY LLP
- VASQUEZ AND COMPANY, 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 VASQUEZ & COMPANY 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 | 3 | 42.86% | 1.71% | +41.14 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 57.14% | 1.76% | +55.38 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 VASQUEZ & COMPANY 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