WALTERS & SKLYAR LLP
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-2 YoYRank #5065 of mapped providers
Assets under administration$382M0.0%Market share · rank #5412
Fees received$30,400Median $15,200/planSum across Schedule C direct + indirect
Net wins YoY-20 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 WALTERS & SKLYAR LLP plan look like?
Service mix · median fees per plan
Count of plans where WALTERS & SKLYAR LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 1 | $22,000 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 1 | $8,400 |
Competitor overlap
Percent of WALTERS & SKLYAR 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 WALTERS & SKLYAR LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WALTERS & SKLYAR LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SENECA FOODS CORPORATIONNY · 160733425-003 | WORLD INVESTMENT ADVISORS LLC | $233M |
CREWS BANK & TRUSTFL · 590500870-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $37M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ACCENTCARE, INC.TX · 330848300-001 | $355M | 40,578 | $22,000 | 7y | 2 |
DELTA COMPUTER CONSULTINGCA · 330252871-001 | $27M | 240 | $8,400 | 3y | - |
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 (7)
Raw Schedule C names collapsed into WALTERS & SKLYAR LLP.
- WALTERS & SKLYAR
- WALTERS & SKLYAR LLP
- WALTERS & SKYLAR LLP
- WALTERS FINANCIAL SERVICES
- WALTERS FINANCIAL SERVICES INC DBA
- WALTERS FINANCIAL SERVICES, LLC
- WALTERS, NATHAN R.
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 WALTERS & SKLYAR 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 | 1 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 50.00% | 1.76% | +48.24 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 WALTERS & SKLYAR 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