Teal, Becker & Chiaramonte
auditor42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served32+3 YoYRank #573 of mapped providers
Assets under administration$4.6B0.0%Market share · rank #2034
Fees received$700,171Median $17,010/planSum across Schedule C direct + indirect
Net wins YoY+24 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 Teal, Becker & Chiaramonte plan look like?
Service mix · median fees per plan
Count of plans where Teal, Becker & Chiaramonte 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 | 21 | $15,500 | |
Other services; Contract Administrator; Other feesCode 13 | 8 | $10,000 | |
Employee (plan); Direct payment from the planCode 30 | 2 | $60,598 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 1 | $750 |
Competitor overlap
Percent of Teal, Becker & Chiaramonte'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 Teal, Becker & Chiaramonte.
| Sponsor | From | Assets |
|---|---|---|
NORTHEAST GROCERY, INC.NY · 863693178-001 | Fidelity Investments | $553M |
NORTHLINE UTILITIES, LLCNY · 202820177-001 | (new plan) | $12M |
JAHNEL GROUP, INC.NY · 264146626-001 | Employee Fiduciary, LLC | $10M |
CHURCHILL OPCO HOLDING LLCNJ · 862370518-001 | Principal | $9M |
Plans lost in 2024
Appeared last year under Teal, Becker & Chiaramonte; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL MEDICAL CARE, INC.MA · 042835488-002 | Morgan Stanley | $4.0B |
OPERATIVE PLASTERERS LOCAL NO. 7 PENSION FUND BOARD OF TRUSTEESOH · 341427588-001 | ROBERT RAMSEY | $49M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $39,820 | 2y | - |
NORTHEAST GROCERY, INC.NY · 863693178-001 | $553M | 19,402 | $9,500 | 1y | - |
IBEW LOCAL NO. 236 PENSION PLANNY · 141490934-001 | $434M | 2,259 | $36,000 | 10y | - |
CONSTRUCTION & GENERAL LABORERS' LOCAL 190 PENSION FUNDNY · 061211087-001 | $151M | 2,028 | $33,090 | 9y | - |
IBEW LOCAL NO. 236 ANNUITY PLANNY · 518070174-001 | $132M | 2,126 | $34,000 | 10y | - |
JOINT BOARD OF TRUSTEES OF LOCAL 153 PENSION FUNDNY · 132864289-001 | $130M | 10,123 | $81,376 | 2y | - |
TRUSTEES OF THE UPSTATE NEW YORK BAKERY DRIVERS AND INDUSTRY PENSION FNY · 150612437-001 | $105M | 2,265 | $47,500 | 10y | - |
LABORERS' LOCAL #157 PENSION FUNDNY · 146076460-001 | $104M | 1,178 | $39,500 | 10y | - |
NEW COUNTRY MOTOR CAR GROUP, INC.NY · 141684418-001 | $84M | 1,519 | $15,500 | 6y | 1 |
BAC LOCAL #5 NEW YORK PENSION PLANNY · 146016608-001 | $64M | 673 | $38,125 | 10y | - |
Flag exposure
84.4%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 (42)
Raw Schedule C names collapsed into Teal, Becker & Chiaramonte.
- JAS, INC.
- JASCULCA TERMAN
- JASCULCA TERMAN STRATEGIC COMM
- JASMIN A ESTEVEZ
- JASON C SMITH
- JASON COWELL
- JASON DAGLEY
- JASON DAVID CARMACK
- JASON F. CLAUSEN & ASSOC
- JASON GEROW
- JASON HALLING
- JASON HERBER
- TEAL BECKER & CHIARA
- TEAL BECKER & CHIARAMONTE
- TEAL BECKER & CHIARAMONTE CPA'S
- TEAL BECKER & CHIARAMONTE CPA'S PC
- TEAL BECKER & CHIARAMONTE CPAS
- TEAL BECKER & CHIARAMONTE CPAS PC
- TEAL BECKER & CHIARAMONTE, CPAS P.C
- TEAL BECKER & CHIARAMONTE, CPAS PC
- TEAL BECKER & CHIARAMONTE, CPAS, PC
- TEAL BECKER AND CHIARAMONTE CPAS PC
- TEAL, BECKER & CHAIRMONTE
- TEAL, BECKER & CHIARAMONTE
- TEAL, BECKER & CHIARAMONTE CPA'S P
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 Teal, Becker & Chiaramonte'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 | 8 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 9.38% | 1.76% | +7.62 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 Teal, Becker & Chiaramonte. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Teal, Becker & Chiaramonte'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 |
|---|---|---|
| Chartwell Investment Partners | 4 | 12.5% |
| Joseph McCarthy & Associates | 3 | 9.4% |
| Karpus Investment Management | 3 | 9.4% |
| Creative Pension Consultants Inc. | 2 | 6.3% |
| Investment Performance Services LLC | 2 | 6.3% |
| OCIO Monitor | 2 | 6.3% |
| O'Sullivan & Associates | 2 | 6.3% |
| PIMCO | 2 | 6.3% |
| Robeco | 2 | 6.3% |
| The Segal Co (Eastern States) Inc | 2 | 6.3% |
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).