WEAVER C. BARKSDALE & ASSOCIATES
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-4 YoYRank #1994 of mapped providers
Assets under administration$3.8B0.0%Market share · rank #2261
Fees received$391,172Median $97,591/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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 C. BARKSDALE & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where WEAVER C. BARKSDALE & ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $60,946 | |
Investment management; Investment management fees paid directly by planCode 28 | 2 | $100,478 | |
Investment management fees paid directly by planCode 51 | 1 | $68,325 |
Competitor overlap
Percent of WEAVER C. BARKSDALE & ASSOCIATES'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 C. BARKSDALE & ASSOCIATES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WEAVER C. BARKSDALE & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUNDNJ · 226077693-001 | PENSION BENEFIT INFORMATION | $520M |
BD OF TRUSTEES NJ BUILDING LABORERS STATEWIDE ANNUITY FUNDNJ · 222450453-001 | NORTHERN TRUST COMPANY | $233M |
BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUNDNY · 516099111-002 | DAVID ROMANO | $116M |
ACF INDUSTRIES, LLCMO · 200078940-001 | COLUMBIA | $73M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUNDNJ · 226032103-001 | $1.8B | 14,241 | $103,364 | 8y | - |
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001 | $1.6B | 14,981 | $97,591 | 8y | - |
PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEESNJ · 226042823-001 | $208M | 1,701 | $68,325 | 10y | - |
INT'L BROTHERHOOD OF ELECT. WORKERS LOCAL UNION 400 PENSION FUNDNJ · 226257847-001 | $187M | 1,284 | $23,988 | 5y | - |
CHEROKEE DISTRIBUTING COMPANY, INC.TN · 620921075-002 | $33M | 434 | $97,904 | 10y | - |
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 (17)
Raw Schedule C names collapsed into WEAVER C. BARKSDALE & ASSOCIATES.
- MARTIN
- MARTIN & COMPANY
- MARTIN & COMPANY, INC.
- MARTIN & COMPANY, LP
- WEAVER BARKSIDE & ASSOCIATES INC
- WEAVER BARKSIDE & ASSOCIATES, INC
- WEAVER C BARKSDALE & ASSOCIATES
- WEAVER C BARKSDALE & ASSOCIATES IN
- WEAVER C BARKSDALE & ASSOCIATES INC
- WEAVER C BARKSDALE & ASSOCIATES, IN
- WEAVER C BARKSDALE ASSOCIATES, INC
- WEAVER C BARKSIDE & ASSOCIATES INC
- WEAVER C. BARKDALE & ASSOCIATES INC
- WEAVER C. BARKSDALE & ASSOCIATES
- WEAVER C. BARKSDALE & ASSOCIATES IN
- WEAVER C. BARKSDALE & ASSOCIATES, I
- WEAVER C. BARKSDALE ASSOCIATES,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 C. BARKSDALE & ASSOCIATES'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 | 0 | 0.00% | 1.71% | -1.71 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 WEAVER C. BARKSDALE & ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent