Sheehan & Company CPA PC
auditor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3008 of mapped providers
Assets under administration$1.5B0.0%Market share · rank #3299
Fees received$55,606Median $15,750/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 Sheehan & Company CPA PC plan look like?
Service mix · median fees per plan
Count of plans where Sheehan & Company CPA PC 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 | 3 | $17,500 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $6,606 |
Competitor overlap
Percent of Sheehan & Company CPA PC'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 Sheehan & Company CPA PC.
| Sponsor | From | Assets |
|---|---|---|
SKYWEST, INC.UT · 870292166-001 | Charles Schwab | $1.4B |
Plans lost in 2024
Appeared last year under Sheehan & Company CPA PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
IGNITIST, INC.PA · 833920222-001 | Principal | $969,518 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SKYWEST, INC.UT · 870292166-001 | $1.4B | 18,854 | $6,606 | 1y | 1 |
RIVERHEAD BUILDING SUPPLY CORP.NY · 112238519-004 | $80M | 719 | $17,500 | 7y | 1 |
RIVERHEAD BUILDING SUPPLY CORP.NY · 112238519-003 | $17M | 255 | $17,500 | 9y | 1 |
BALLY AMERICAS INC.CA · 132665498-001 | $7M | 210 | $14,000 | 6y | - |
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 (11)
Raw Schedule C names collapsed into Sheehan & Company CPA PC.
- IGNITE PLANNERS LLC
- IGNITION GP III, LLC
- IGNITIST, INC
- P. SHEEHAN
- SHEEHAN & CO CPA
- SHEEHAN & COMPANY
- SHEEHAN & COMPANY CPA PC
- SHEEHAN & COMPANY, CPA P.C.
- SHEEHAN & COMPANY, CPA, PC
- SHEEHAN AND COMPANY
- SHEEHAN COMPANY CPA PC
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 Sheehan & Company CPA PC'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 | 3 | 75.00% | 1.76% | +73.24 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 Sheehan & Company CPA PC. 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 Sheehan & Company CPA PC'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 |
|---|---|---|
| Diversify Wealth Management | 1 | 25.0% |
| First Manhattan Co. | 1 | 25.0% |
| Fischer Investment Strategies | 1 | 25.0% |
| Flexible Plan Investments, Ltd | 1 | 25.0% |
| Gardner Russo & Gardner | 1 | 25.0% |
| Legg Mason | 1 | 25.0% |
| Morningstar Investment Management | 1 | 25.0% |
| Mountain Capital Investment Advisors | 1 | 25.0% |
| Soltis Advisors | 1 | 25.0% |
| Townsquare Capital | 1 | 25.0% |