Thayer Partners LLC
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+3 YoYRank #2358 of mapped providers
Assets under administration$625M0.0%Market share · rank #4379
Fees received$202,219Median $25,021/planSum across Schedule C direct + indirect
Net wins YoY+33 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 Thayer Partners LLC plan look like?
Service mix · median fees per plan
Count of plans where Thayer Partners LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 5 | $24,120 | |
Legal; Direct payment from the planCode 29 | 1 | $91,574 |
Competitor overlap
Percent of Thayer Partners 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 Thayer Partners LLC.
| Sponsor | From | Assets |
|---|---|---|
RESOURCE SYSTEMS GROUP, INC.VT · 020405879-003 | Principal | $25M |
PALMER AND SICARD, INC.NH · 020396330-001 | (new plan) | $10M |
NEW LIFE SOLUTION, INC.MA · 300734167-001 | Vanguard | $7M |
Plans lost in 2024
Appeared last year under Thayer Partners LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF LOCAL 272 LABOR MANAGEMENT PENSION FUNDNY · 135673836-001 | $499M | 12,698 | $91,574 | 6y | - |
SENIORLINK, INC. D/B/A CAREFORTHIN · 043520800-001 | $44M | 1,008 | $24,120 | 6y | - |
APDERM MANAGEMENT, LLC.MA · 822649012-001 | $39M | 884 | $30,000 | 6y | - |
RESOURCE SYSTEMS GROUP, INC.VT · 020405879-003 | $25M | 164 | $25,921 | 1y | 1 |
PALMER AND SICARD, INC.NH · 020396330-001 | $10M | 133 | $21,744 | 1y | - |
NEW LIFE SOLUTION, INC.MA · 300734167-001 | $7M | 126 | $8,860 | 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 (7)
Raw Schedule C names collapsed into Thayer Partners LLC.
- JEFFERY S. DUBIN, P.C.
- JEFFERY SLOCUM & ASSOCIATES, INC.
- JEFFERY SLOCUM AND ASSOCIATES
- THAYER EQUITY PARTNERS
- THAYER PARTNERS LLC
- THAYER PARTNERS LLC.
- THAYER PARTNERS, LLC
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 Thayer Partners 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 | 2 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Thayer Partners 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 Thayer Partners 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 |
|---|---|---|
| Ford & Harrison LLP | 1 | 16.7% |
| Jones Walker LLP | 1 | 16.7% |
| Pitta LLP | 1 | 16.7% |