WEAVER AND TIDWELL, LLP
33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served151+64 YoYRank #146 of mapped providers
Assets under administration$68.9B0.1%Market share · rank #212
Fees received$5MMedian $24,000/planSum across Schedule C direct + indirect
Net wins YoY+6085 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 WEAVER AND TIDWELL, LLP plan look like?
Service mix · median fees per plan
Count of plans where WEAVER AND TIDWELL, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Valuation (appraisals, etc.); Accounting (including auditing)Code 10 | 132 | $24,000 | |
Investment management; Investment management fees paid directly by planCode 28 | 8 | $43,206 | |
Investment management fees paid directly by plan; Consulting (general)Code 16 | 3 | $10,501 | |
Valuation (appraisals, etc.)Code 34 | 3 | $14,350 | |
Direct payment from the planCode 50 | 3 | $41,724 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Consulting fees; Recordkeeping fees; Direct payment from the planCode 15 | 1 | $18,422 | |
Other feesCode 99 | 1 | $17,325 |
Competitor overlap
Percent of WEAVER AND TIDWELL, 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 WEAVER AND TIDWELL, LLP.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | MESIROW FINANCIAL INVESTMENT MANAGE | $2.4B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | THE SEGAL COMPANY | $2.1B |
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLANGA · 131426500-419 | PANAGORA ASSET MANAGEMENT | $2.0B |
LVMH INC.NY · 133870253-002 | BUCKBINDER TUNICK & CO. | $1.1B |
WEBSTER BANK, N.A.NY · 060273620-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.1B |
BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLANMD · 516029896-001 | MICHAEL F. YATES & COMPANY, INC. | $928M |
HINES INTERESTS LIMITED PARTNERSHIPTX · 760293595-001 | T ROWE PRICE RPS INC | $873M |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | INTECH INVESTMENT MANAGEMENT LLC | $767M |
TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUNDNJ · 226063702-001 | MORGAN STANLEY SMITH BARNEY | $736M |
BOARD OF TRUSTEES METRO ILA PENSION FUNDNJ · 131939129-001 | THE SEGAL COMPANY | $366M |
Plans lost in 2024
Appeared last year under WEAVER AND TIDWELL, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRD OF TTEES UFCW LOCAL ONE PENSION FUNDNY · 166144007-001 | CALIBRE CPA GROUP PLLC | $988M |
WARTSILA HOLDING, INC.TX · 953418625-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $164M |
BRD OF TTEES UFCW LOCAL ONE 401(K) SAVINGS PLANNY · 166184130-003 | CALIBRE CPA GROUP PLLC | $143M |
MUNTERS CORPORATIONMA · 840830599-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $128M |
MILL CREEK RESIDENTIAL TRUST LLCTX · 273112804-001 | OSAIC WEALTH INC | $125M |
WAKEFERN FOOD CORP.NJ · 221434516-001 | NORTHERN TRUST COMPANY | $124M |
FORUM ENERGY TECHNOLOGIES, INC.TX · 611488595-001 | STRATEGIC ADVISORS, INC. | $109M |
QUARTERNORTH ENERGY LLCTX · 871153411-001 | UBS FINANCIAL SERVICES INC | $76M |
PBK ARCHITECTS, INC.TX · 741975450-001 | LPL FINANCIAL | $66M |
CLINICS OF NORTH TEXAS, LLPTX · 750867304-001 | STRATEGIC ADVISORS, INC. | $45M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $20,600 | 3y | 1 |
SYSCO CORPORATIONTX · 741648137-015 | $5.3B | 58,747 | $5,511 | 7y | 3 |
HALLIBURTON COMPANYTX · 752677995-001 | $4.5B | 24,712 | $32,550 | 8y | 1 |
BAKER HUGHES HOLDINGS LLCTX · 760207995-002 | $4.0B | 21,995 | $63,561 | 6y | - |
KELLOGG BROWN & ROOT LLCTX · 203897734-007 | $3.9B | 24,406 | $24,780 | 5y | 1 |
SYSCO CORPORATIONTX · 741648137-004 | $2.5B | 30,257 | $8,961 | 6y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $74,839 | 1y | - |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | $2.1B | 17,705 | $153,040 | 1y | - |
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLANGA · 131426500-419 | $2.0B | 9,288 | $69,080 | 1y | - |
CHEVRON PHILLIPS CHEMICAL COMPANY LPTX · 731587712-001 | $1.9B | 6,088 | $25,568 | 9y | 2 |
Flag exposure
92.1%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 (33)
Raw Schedule C names collapsed into WEAVER AND TIDWELL, LLP.
- WEAVER & TIDWELL
- WEAVER & TIDWELL L.L.P
- WEAVER & TIDWELL L.L.P.
- WEAVER & TIDWELL LLC
- WEAVER & TIDWELL LLP
- WEAVER & TIDWELL, L.L.P
- WEAVER & TIDWELL, L.L.P.
- WEAVER & TIDWELL, LLC
- WEAVER & TIDWELL, LLP
- WEAVER AND TIDWELL
- WEAVER AND TIDWELL LLC
- WEAVER AND TIDWELL LLP
- WEAVER AND TIDWELL LLP DBA WEAVER
- WEAVER AND TIDWELL, L.L.P
- WEAVER AND TIDWELL, L.L.P.
- WEAVER AND TIDWELL, LLP
- WEAVER AND TIDWELL,LLP
- WEAVER AND TIDWELL. LLP
- WEAVER AND TIDWLL LLP
- WEAVER BARKSDALE
- WEAVER BARKSDALE & ASSOCIATES
- WEAVER C BARKSDALE & ASSOC INC
- WEAVER C BARKSDALE & ASSOC. INC
- WEAVER C BARKSDALE AND ASSOC INC
- WEAVER C BARKSDLE & ASSOC., INC
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 WEAVER AND TIDWELL, 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 | 2.65% | 7.76% | -5.11 pp |
| Fidelity bond gap | 1 | 0.66% | 26.94% | -26.28 pp |
| Late contributions | 20 | 13.25% | 1.71% | +11.53 pp |
| Failed to provide benefit | 7 | 4.64% | 0.14% | +4.50 pp |
| Corrective distributions | 25 | 16.56% | 1.76% | +14.80 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 WEAVER AND TIDWELL, LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).