Suemori & Inouye Inc.
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-1 YoYRank #1822 of mapped providers
Assets under administration$216M0.0%Market share · rank #5583
Fees received$118,304Median $11,076/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 Suemori & Inouye Inc. plan look like?
Service mix · median fees per plan
Count of plans where Suemori & Inouye Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension)Code 17 | 3 | $8,767 | |
Contract AdministratorCode 13 | 2 | $16,432 | |
Consulting (general); Accounting (including auditing)Code 10 | 1 | $9,587 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Participant loan processingCode 15 | 1 | $24,491 | |
Direct payment from the plan; Participant loan processingCode 37 | 1 | $5,550 |
Competitor overlap
Percent of Suemori & Inouye 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 Suemori & Inouye Inc..
| Sponsor | From | Assets |
|---|---|---|
THE MAUI MEDICAL GROUP, INC.HI · 990176859-002 | LPL Financial | $58M |
Plans lost in 2024
Appeared last year under Suemori & Inouye Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
LANAKILA PACIFICHI · 990103922-005 | Morgan Stanley | $4M |
BLOOD BANK OF HAWAIIHI · 990073479-003 | SageView | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE MAUI MEDICAL GROUP, INC.HI · 990176859-002 | $58M | 467 | $8,567 | 1y | - |
FCH ENTERPRISES, INC.HI · 990115806-001 | $45M | 1,160 | $24,296 | 10y | 1 |
UNIVERSITY CLINICAL, EDUCATION AND RESEARCH ASSOCIATESHI · 990307152-001 | $36M | 545 | $12,565 | 8y | - |
HAWAII NATIONAL BANKHI · 990104713-002 | $23M | 197 | $9,587 | 2y | - |
HALE MAKUA HEALTH SERVICESHI · 990080460-006 | $17M | 491 | $26,379 | 9y | 1 |
KALIHI-PALAMA HEALTH CENTERHI · 990161221-002 | $13M | 269 | $5,550 | 7y | - |
PACIFIC HEALTHCARE GROUP LLCHI · 884181241-001 | $12M | 270 | $24,491 | 2y | - |
OHANA PACIFIC MANAGEMENT CO., INC.HI · 990353868-001 | $11M | 612 | $6,869 | 2y | 2 |
Flag exposure
75.0%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 (8)
Raw Schedule C names collapsed into Suemori & Inouye Inc..
- J O HAMBRO CAPITAL MANAGEMENT LMTD
- J O HAMBRO CAPITAL MGMT
- J. OLSZEWSKI
- SUEMORI & INOUYE INC
- SUEMORI & INOUYE INC.
- SUEMORI & INOUYE, INC
- SUEMORI & INOUYE, INC.
- SUEMORI AND INOUYE, 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 Suemori & Inouye 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 | 2 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 25.00% | 1.76% | +23.24 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 Suemori & Inouye 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 Suemori & Inouye 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 |
|---|---|---|
| LPL Financial | 4 | 50.0% |
| Edward D. Jones & Co. LP | 1 | 12.5% |
| UBS Financial Services | 1 | 12.5% |