SB & Company LLC
auditor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29+7 YoYRank #637 of mapped providers
Assets under administration$41.5B0.1%Market share · rank #389
Fees received$693,917Median $18,689/planSum across Schedule C direct + indirect
Net wins YoY+69 won · 3 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 SB & Company LLC plan look like?
Service mix · median fees per plan
Count of plans where SB & Company LLC 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 | 28 | $18,590 | |
Other services; Direct payment from the planCode 49 | 1 | $165,793 |
Competitor overlap
Percent of SB & Company LLC'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 SB & Company LLC.
| Sponsor | From | Assets |
|---|---|---|
MOLSON COORS BEVERAGE COMPANY USA LLCWI · 262387410-065 | Fidelity Investments | $2.1B |
MOLSON COORS BEVERAGE COMPANY USA LLCWI · 262387410-049 | Fidelity Investments | $452M |
SUBURBAN HOSPITAL, INC.MD · 520610545-002 | Transamerica | $162M |
JOHNS HOPKINS HOSPITALMD · 520591656-004 | Transamerica | $25M |
NATIONAL ASSOCIATION OF CHILDREN'S HOSPITALS AND RELATED INSTITUTIONSKS · 510120256-001 | TIAA | $23M |
JOHNS HOPKINS HEALTH SYSTEM CORPORATIONMD · 521465301-002 | Transamerica | $11M |
MCCORMICK & COMPANY INCMD · 520408290-005 | (new plan) | $1M |
Plans lost in 2024
Appeared last year under SB & Company LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MARYLAND INSTITUTE COLLEGE OF ARTMD · 520591661-001 | Lincoln Financial | $112M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COMCAST CORPORATIONPA · 270000798-001 | $19.7B | 124,285 | $54,600 | 3y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $165,793 | 9y | - |
JOHNS HOPKINS HEALTH SYSTEM CORPORATIONMD · 521465301-333 | $2.3B | 16,291 | $33,188 | 10y | - |
MOLSON COORS BEVERAGE COMPANY USA LLCWI · 262387410-065 | $2.1B | 9,895 | $24,295 | 1y | - |
JOHNS HOPKINS HEALTH SYSTEM CORPORATIONMD · 521465301-001 | $1.7B | 35,764 | $24,990 | 8y | 1 |
AMERICAN UNIVERSITYDC · 530196549-001 | $1.4B | 8,748 | $20,680 | 1y | 1 |
MCCORMICK & COMPANY, INC.MD · 520408290-004 | $968M | 6,038 | $20,381 | 7y | 1 |
UNIVERSAL CITY DEVELOPMENT PARTNERS, LTD UNIVERSAL ORLANDOFL · 593128514-001 | $834M | 24,228 | $14,970 | 2y | - |
MCCORMICK & COMPANY, INCMD · 520408290-003 | $633M | 5,879 | $22,258 | 9y | - |
ALL CHILDRENS HEALTH SYSTEM, INC.FL · 592481740-003 | $514M | 6,667 | $11,730 | 6y | 1 |
Flag exposure
82.8%Market: 89.1%
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 (11)
Raw Schedule C names collapsed into SB & Company LLC.
- SB & CO LLC
- SB & COMPANY
- SB & COMPANY LLC
- SB & COMPANY, LLC
- SB & COMPANY,LLC
- SB AND CO LLC
- SB AND COMPANY
- SB AND COMPANY LLC
- SB AND COMPANY, LLC
- SB FERNANDES & COMPANY
- SB&CO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 SB & Company LLC'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 | 10 | 34.48% | 1.76% | +32.72 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 SB & Company LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on SB & Company LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Mercer | 8 | 27.6% |
| Creative Planning | 6 | 20.7% |
| Strategic Investment Group | 4 | 13.8% |
| Financial Engines Advisors LLC | 3 | 10.3% |
| All Plans Consulting | 2 | 6.9% |
| Fund Evaluation Group, LLC | 2 | 6.9% |
| Alera Group | 1 | 3.5% |
| Boston Partners Global Investors | 1 | 3.5% |
| CAP Financial LLC | 1 | 3.5% |
| Clearstead Advisors | 1 | 3.5% |
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).