Turner, Stoeve & Gagliardi, P.S.
attorney18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15Rank #1367 of mapped providers
Assets under administration$10.0B0.0%Market share · rank #1534
Fees received$703,404Median $39,788/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 Turner, Stoeve & Gagliardi, P.S. plan look like?
Service mix · median fees per plan
Count of plans where Turner, Stoeve & Gagliardi, P.S. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Other servicesCode 29 | 15 | $39,788 |
Competitor overlap
Percent of Turner, Stoeve & Gagliardi, P.S.'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 Turner, Stoeve & Gagliardi, P.S..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Turner, Stoeve & Gagliardi, P.S.; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS PENSION TRUSTCA · 956042875-001 | Cheiron | $6.8B |
PIPE TRADES PENSION OF MONTANAWA · 911530117-001 | Schoedel & Schoedel CPAS PLLC | $73M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $119,718 | 10y | - |
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | $1.3B | 8,704 | $7,462 | 1y | - |
BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLANWA · 916029141-001 | $1.3B | 10,360 | $51,860 | 10y | - |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | $854M | 7,196 | $16,065 | 1y | - |
BOARD OF TRUSTEES, ALASKA LABORERS- EMPLOYERS RETIREMENT FUNDWA · 916028298-001 | $658M | 5,804 | $114,661 | 3y | - |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | $594M | 7,937 | $11,314 | 1y | - |
112/73 RETIREMENT TRUST FUND NECA - IBEWWA · 911167290-001 | $479M | 6,590 | $33,015 | 10y | - |
BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUNDWA · 946128032-001 | $295M | 3,434 | $58,112 | 10y | - |
BOARD OF TRUSTEES, RETIREMENT PLAN OF THE IBEWWA · 916243526-001 | $254M | 3,334 | $54,662 | 10y | - |
ENGINEERS AGC PENSIONWA · 916070237-001 | $215M | 3,403 | $72,480 | 10y | - |
Flag exposure
86.7%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 (18)
Raw Schedule C names collapsed into Turner, Stoeve & Gagliardi, P.S..
- JONES TRADING INSTITUTIONAL
- JONES TRADING INSTITUTIONAL SERVICE
- JONES TRADING INSTITUTIONAL SVCS
- JONES WALDO
- JONES WALDO HOLBROOK & MCDONOUGH
- JONES, TROY
- JONES, WALDO, HOLBROOK & MCDONOUGH
- TURNER STOEVE & GAGLIARDI PS
- TURNER STOEVE & GAGLIARDI, P.S.
- TURNER, STOEVE
- TURNER, STOEVE & GAGLIARDI
- TURNER, STOEVE & GAGLIARDI PS
- TURNER, STOEVE & GAGLIARDI, P.S.
- TURNER, STOEVE & GAGLIARDI, PS
- TURNER, STOEVE & GALGLIADRI, P.S.
- TURNER, STOEVE, & GAGLIARDI
- TURNER, STOEVE, & GAGLIARDI, P.S.
- TURNER, STOEVE, GAGLIARDI
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 Turner, Stoeve & Gagliardi, P.S.'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 | 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 Turner, Stoeve & Gagliardi, P.S.. 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 Turner, Stoeve & Gagliardi, P.S.'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 |
|---|---|---|
| Milliman | 10 | 66.7% |
| Verus Advisors, Inc. | 9 | 60.0% |
| Washington Capital Management | 8 | 53.3% |
| Welfare & Pension Admin Service Inc. | 7 | 46.7% |
| Loomis Sayles | 6 | 40.0% |
| Marsh McLennan | 5 | 33.3% |
| Panagora Asset Management | 5 | 33.3% |
| CALPA Advisors LLC | 3 | 20.0% |
| Brandywine Global Investment | 2 | 13.3% |
| Delaware Investments | 2 | 13.3% |
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).