Sharkey Howes & Javer Inc
other6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #4264 of mapped providers
Assets under administration$3.8B0.0%Market share · rank #2186
Fees received$49,531Median $24,766/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 Sharkey Howes & Javer Inc plan look like?
Service mix · median fees per plan
Count of plans where Sharkey Howes & Javer Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $6,569 | |
Other feesCode 99 | 1 | $42,962 |
Competitor overlap
Percent of Sharkey Howes & Javer Inc'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 Sharkey Howes & Javer Inc.
| Sponsor | From | Assets |
|---|---|---|
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | Vanguard | $2.8B |
COLORADO PERMANENTE MEDICAL GROUP, P.C.CO · 840832336-002 | Charles Schwab | $1.0B |
Plans lost in 2024
Appeared last year under Sharkey Howes & Javer Inc; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
U.S. ANESTHESIA PARTNERS, INCTX · 460872971-001 | $2.8B | 7,541 | $42,962 | 1y | 1 |
COLORADO PERMANENTE MEDICAL GROUP, P.C.CO · 840832336-002 | $1.0B | 1,736 | $6,569 | 1y | 1 |
Flag exposure
100.0%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 (6)
Raw Schedule C names collapsed into Sharkey Howes & Javer Inc.
- SHARKEY HOWES & JAVER INC
- SHARKEY HOWES WAGNER & JAVER
- SHARKEY HOWES WAGNER & JAVER I
- SHARKEY, HOWES & JAV
- SHARKEY, HOWES & JAVER
- SHARKEY, HOWES & JAVER INC.
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 Sharkey Howes & Javer Inc'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 | 2 | 100.00% | 1.76% | +98.24 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 Sharkey Howes & Javer Inc. 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 Sharkey Howes & Javer Inc'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 |
|---|---|---|
| Wealth Enhancement Group | 2 | 100.0% |
| Alpha Cubed Investments LLC | 1 | 50.0% |
| AT Investment Advisors Inc. | 1 | 50.0% |
| Brinker Capital Holdings, Inc. | 1 | 50.0% |
| CAPITAL ADVISORS INC | 1 | 50.0% |
| Creative Planning | 1 | 50.0% |
| FCA US LLC | 1 | 50.0% |
| Fischer Investment Strategies | 1 | 50.0% |
| Larson Financial Group LLC | 1 | 50.0% |
| Mattern Capital Management LLC | 1 | 50.0% |