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Weaver Barksdale & Associates Inc

advisor

29 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13-2 YoYRank #1314 of mapped providers
Assets under administration$8.4B0.0%Market share · rank #1415
Fees received$984,192Median $68,325/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 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 Weaver Barksdale & Associates Inc plan look like?
Service mix · median fees per plan
Count of plans where Weaver Barksdale & Associates Inc ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment management; Investment management fees paid directly by planCode 28
9$86,722
Investment management fees paid directly by plan; Consulting (general)Code 16
1$15,325
Investment advisory (plan); Investment management fees paid directly by planCode 27
1$23,988
Employee (plan)Code 30
1$83,281
Investment management fees paid directly by planCode 51
1$68,325
Competitor overlap
Percent of Weaver Barksdale & Associates 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 Weaver Barksdale & Associates Inc.
SponsorFromAssets
BOARD OF TRUSTEES OF POINTERS,NY · 133208565-001
JAMES TIERNEY$370M
IRON WORKERS, RIGGERS & MACHINERY MOVERS LOCAL 405 ANNUITY FUNDPA · 232041188-001
IORNWORKERS LOCAL UNION 399$28M
Plans lost in 2024
Appeared last year under Weaver Barksdale & Associates Inc; not this year.
SponsorToAssets
BD OF TRUSTEES NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUNDNJ · 226077693-001
Pension Benefit Information LLC$520M
BD OF TRUSTEES NJ BUILDING LABORERS STATEWIDE ANNUITY FUNDNJ · 222450453-001
Barksdale Investment Management$233M
WAKEFERN FOOD CORP.NJ · 221434516-001
Northern Trust$124M
BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUNDNY · 516099111-002
David W. New, P.C.$116M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUNDNJ · 226032103-001
$1.8B14,241$103,3648y-
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001
$1.6B14,981$97,5918y-
BOARD OF TRUSTEES LOCAL 580 PENSION FUNDNY · 136178514-001
$953M3,282$86,7228y-
JOINT PENSION FUND OF LOCAL UNION NO 102 IBEW BOARD OF TRUSTEESNJ · 221615726-001
$718M4,355$198,32710y-
INDEPENDENCE BLUE CROSS, LLCPA · 463867722-001
$687M3,786$34,59810y-
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLANPA · 232004424-001
$644M5,303$165,3159y-
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSIONNJ · 236529504-001
$443M4,783$20,9452y-
BOARD OF TRUSTEES OF POINTERS,NY · 133208565-001
$412M2,919$83,2812y-
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEESNJ · 226243387-001
$398M3,371$37,0698y-
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEESNJ · 516135653-001
$395M4,481$49,3429y-
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 (29)
Raw Schedule C names collapsed into Weaver Barksdale & Associates Inc.
  • KINGSVIEW ASSET MANAGMENT
  • KINGSWAY JERSEY GP (CLUB 2007) LMT
  • KINKEL & INDELICARTO
  • KINNARI RAMOLIA
  • KINNER & COMPANY LTD
  • KINNER & COMPANY, LTD
  • KINSBRIDGE ADVISORS LLC
  • WEAVER BARKSDALE
  • WEAVER BARKSDALE & ASSOCIATES
  • WEAVER BARKSIDE & ASSOCIATES INC
  • WEAVER BARKSIDE & ASSOCIATES, INC
  • WEAVER C BARKSDALE & ASSOC INC
  • WEAVER C BARKSDALE & ASSOC. INC
  • WEAVER C BARKSDALE & ASSOCIATES
  • WEAVER C BARKSDALE & ASSOCIATES IN
  • WEAVER C BARKSDALE & ASSOCIATES INC
  • WEAVER C BARKSDALE & ASSOCIATES, IN
  • WEAVER C BARKSDALE AND ASSOC INC
  • WEAVER C BARKSDALE ASSOCIATES, INC
  • WEAVER C BARKSDLE & ASSOC., INC
  • WEAVER C BARKSIDE & ASSOCIATES INC
  • WEAVER C. BARKDALE & ASSOCIATES INC
  • WEAVER C. BARKSDALE & ASSOC.
  • WEAVER C. BARKSDALE & ASSOC. Q
  • WEAVER C. BARKSDALE & ASSOC., 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 Weaver Barksdale & Associates Inc's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Weaver Barksdale & Associates 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 Weaver Barksdale & Associates Inc's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
Susanin Widman & Brennan PC538.5%
Fischer Dorwart PC430.8%
Cleary, Josem & Trigiani LLP323.1%
Cleary & Josem LLP215.4%
Lindabury, McCormick, Estabrook & Cooper215.4%
Oransky Scaraggi & Borg PC215.4%
ZAZZALI FAGELLA NOWAK KLEINBAUM215.4%
Colleran O'Hara & Mills LLP17.7%
Gould Kobrick & Schlapp PC17.7%
Holm & O'Hara LLP17.7%