Yount Hyde & Barbour PC
auditor23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-1 YoYRank #1740 of mapped providers
Assets under administration$15.7B0.0%Market share · rank #1938
Fees received$626,649Median $17,555/planSum across Schedule C direct + indirect
Net wins YoY-40 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 Yount Hyde & Barbour PC plan look like?
Service mix · median fees per plan
Count of plans where Yount Hyde & Barbour PC 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 | 6 | $17,555 | |
Legal; Direct payment from the planCode 29 | 6 | $25,709 |
Competitor overlap
Percent of Yount Hyde & Barbour PC'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 Yount Hyde & Barbour PC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Yount Hyde & Barbour PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRAILSFORD & DUNLAVEY, INC.DC · 521847085-001 | Principal | $36M |
FOXCROFT SCHOOLVA · 540505898-002 | OneDigital | $20M |
NATIONAL FRUIT PRODUCT CO., INC.VA · 540315385-001 | Wells Fargo | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | $10.8B | 25,317 | $15,705 | 7y | - |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | $1.9B | 11,372 | $177,729 | 10y | - |
BOARD OF TRUSTEES OF THE LIUNA NATIONAL (INDUSTRIAL) PENSION FUNDDC · 526074345-001 | $1.5B | 62,697 | $280,270 | 10y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $35,712 | 9y | - |
BOARD OF TRUSTEES OF THE LIUNA NATIONAL 401K RETIREMENT SAVINGS PLANDC · 526941497-001 | $182M | 1,927 | $10,098 | 9y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE, INCMD · 522035147-001 | $120M | 2,784 | $6,075 | 3y | - |
ATLANTIC COAST MORTGAGE, LLCVA · 611645461-001 | $34M | 343 | $17,250 | 7y | 1 |
C. J. COAKLEY CO., INC.VA · 540804860-005 | $25M | 574 | $23,000 | 5y | - |
NIELSEN BUILDERS INC EMPLOYEE STOCK OWNERSHIP SAVINGS PLANVA · 540540965-001 | $18M | 122 | $5,450 | 4y | - |
NATIONAL FRUIT PRODUCT CO., INC.VA · 540315385-001 | $17M | 507 | $25,000 | 6y | - |
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 (23)
Raw Schedule C names collapsed into Yount Hyde & Barbour PC.
- LAW OFFICES OF JENNIFER SMITH PLLC
- LAW OFFICES OF JOHN KAGEL
- LAW OFFICES OF JOHN KEGAL
- LAW OFFICES OF JOSEPH GLIMCO
- LAW OFFICES OF MARK FREEDMAN
- LAW OFFICES OF MARKOWITZ & RICHMAN
- LAW OFFICES OF MICHAEL COLLINS, PC
- THE LAW OFFICES OF JAMES S. RAY
- YOUNT HYDE & BARBOUR PC
- YOUNT HYDE & BARBOUR, PC
- YOUNT HYDE AND BARBOUR PC
- YOUNT HYDE BARBOUR PC
- YOUNT, HYDE & BARBER
- YOUNT, HYDE & BARBOUR
- YOUNT, HYDE & BARBOUR PC
- YOUNT, HYDE & BARBOUR, P.C
- YOUNT, HYDE & BARBOUR, P.C.
- YOUNT, HYDE & BARBOUR, PC
- YOUNT, HYDE & BATBOUR
- YOUNT, HYDE AND BARBOUR, P.C.
- YOUNT, HYDE, & BARBOUR, P.C.
- YOUNT, HYDE, AND BARBOUR
- YOUNT, HYDE, BARBOUR, P.C.
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 Yount Hyde & Barbour PC'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 | 1 | 8.33% | 7.76% | +0.57 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 8.33% | 1.71% | +6.62 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 Yount Hyde & Barbour PC. 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 Yount Hyde & Barbour PC'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 |
|---|---|---|
| Loomis Sayles | 3 | 25.0% |
| The Segal Company | 3 | 25.0% |
| AllianceBernstein | 2 | 16.7% |
| HGK Asset Management Inc. | 2 | 16.7% |
| Income Research & Management | 2 | 16.7% |
| Investment Performance Services LLC | 2 | 16.7% |
| Janus Capital Management | 2 | 16.7% |
| LSV Asset Management | 2 | 16.7% |
| The Segal Co (Eastern States) Inc | 2 | 16.7% |
| Segal Marco Advisors | 2 | 16.7% |