Armanino LLP
auditor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served105-7 YoYRank #195 of mapped providers
Assets under administration$25.3B0.0%Market share · rank #561
Fees received$2MMedian $19,425/planSum across Schedule C direct + indirect
Net wins YoY-625 won · 31 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 Armanino LLP plan look like?
Service mix · median fees per plan
Count of plans where Armanino LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 89 | $20,016 | |
Plan Administrator; Contract AdministratorCode 13 | 5 | $10,744 | |
Other fees; Consulting (general)Code 16 | 5 | $10,832 | |
Consulting (pension); Participant loan processingCode 17 | 2 | $10,147 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Participant loan processingCode 15 | 1 | $25,435 | |
Custodial (other than securities); Recordkeeping fees; Direct payment from the planCode 18 | 1 | $13,773 | |
Consulting fees; Direct payment from the planCode 50 | 1 | $20,580 | |
Other feesCode 99 | 1 | $12,075 |
Competitor overlap
Percent of Armanino LLP'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 Armanino LLP.
| Sponsor | From | Assets |
|---|---|---|
KEURIG DR PEPPER INC.TX · 980517725-010 | Fidelity Investments | $1.9B |
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002 | Wealth Management Systems Inc. | $1.7B |
RGA REINSURANCE COMPANYMO · 431235868-001 | Fidelity Investments | $670M |
COMPUCOM SYSTEMS, INC.SC · 382363156-002 | Resources Investment Advisors | $392M |
RGA REINSURANCE COMPANYMO · 431235868-002 | Fidelity Investments | $196M |
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC.TX · 742275519-002 | Maxwell Locke & Ritter LLP | $119M |
POLY PREP COUNTRY DAY SCHOOLNY · 111630821-001 | TIAA | $103M |
INVENSENSE, INC.CA · 010789977-001 | Strategic Advisers | $99M |
THE GUND COMPANY, INC.MO · 431091426-003 | (new plan) | $56M |
GUTHY - RENKER VENTURES, LLCCA · 262549633-001 | Principal | $53M |
Plans lost in 2024
Appeared last year under Armanino LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
EASTMAN CHEMICAL COMPANYTN · 621539359-002 | Fidelity Investments | $3.4B |
VEEVA SYSTEMS INC.CA · 208235463-001 | Fidelity Investments | $351M |
T.Y. LIN INTERNATIONAL GROUP, LTDCA · 943277448-004 | Grassi & Co. CPAs PC | $334M |
BRAND SHARE 401K SAVINGS & PROFIT SHARING PLANGA · 133909681-001 | PNC Bank | $323M |
SCHNUCK MARKETS, INC.MO · 430726776-004 | Fidelity Investments | $141M |
PRIMED MANAGEMENT CONSULTING SERVICES, INC.CA · 680193329-001 | Principal | $132M |
SCHNUCK MARKETS, INC.MO · 430726776-002 | Fidelity Investments | $131M |
MORAN FOODS, LLCMO · 431283296-018 | Voya | $117M |
HEFFERNAN INSURANCE BROKERSCA · 942506099-001 | QDRO CONSULTANTS COMPANY, LLC | $110M |
SAFRAN SEATS USA LLCTX · 522336242-003 | Calvetti Ferguson | $75M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CENTENE CORPORATIONMO · 391864073-001 | $4.7B | 67,132 | $29,400 | 4y | 2 |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | $2.3B | 34,730 | $38,850 | 2y | - |
GRAYBAR ELECTRIC COMPANY, INC.MO · 130794380-001 | $2.0B | 11,961 | $14,070 | 4y | 2 |
KEURIG DR PEPPER INC.TX · 980517725-010 | $1.9B | 26,131 | $42,850 | 1y | 3 |
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002 | $1.7B | 10,619 | $20,016 | 1y | 1 |
OLIN CORPORATIONMO · 131872319-032 | $1.4B | 9,055 | $48,825 | 3y | - |
PROTIVITI INCCA · 043661951-001 | $814M | 6,496 | $25,148 | 10y | 1 |
RGA REINSURANCE COMPANYMO · 431235868-001 | $670M | 2,652 | $18,638 | 1y | 2 |
NIDEC MOTOR CORPORATIONMO · 273330722-001 | $650M | 6,019 | $20,475 | 3y | 2 |
ROBERT HALF INC.CA · 941648752-002 | $598M | 7,634 | $25,148 | 10y | 1 |
Flag exposure
87.6%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 (17)
Raw Schedule C names collapsed into Armanino LLP.
- ALLIANCE BENEFIT GROUP - NCS
- ALLIANCE BENEFIT GROUP NCS
- ALLIANCE BENEFIT GROUP OF MICHIGAN
- ALLIANCE BENEFIT GROUP OFHOUSTON, I
- ALLIANCE BENEFIT GROUP, NCS
- ARMAMINO LLP
- ARMANINO
- ARMANINO ADVISORY LLC
- ARMANINO LLC
- ARMANINO LLP
- ARMANINO LP
- ARMANINO MCKENNA LLP
- ARMANINO, LLP
- ARMANINO, LLP - TX
- ARMANINO, LLP-TX
- ARMANIXO LLP
- ARMINO LLP
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 Armanino LLP'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 | 3 | 2.86% | 7.76% | -4.91 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 35 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 8 | 7.62% | 0.14% | +7.48 pp |
| Corrective distributions | 34 | 32.38% | 1.76% | +30.62 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 Armanino LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Armanino LLP'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 |
|---|---|---|
| Mercer | 14 | 13.3% |
| Strategic Advisers | 10 | 9.5% |
| WTW | 8 | 7.6% |
| Aon | 6 | 5.7% |
| Creative Planning | 5 | 4.8% |
| OneDigital | 5 | 4.8% |
| Goldman Sachs Asset Management | 3 | 2.9% |
| Income Research & Management | 3 | 2.9% |
| Pension Consultants Inc | 3 | 2.9% |
| Cambridge Associates | 2 | 1.9% |
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).