Caron & Bletzer, PLLC
auditor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served214+15 YoYRank #104 of mapped providers
Assets under administration$42.1B0.1%Market share · rank #370
Fees received$3MMedian $12,860/planSum across Schedule C direct + indirect
Net wins YoY+1558 won · 43 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 Caron & Bletzer, PLLC plan look like?
Service mix · median fees per plan
Count of plans where Caron & Bletzer, PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 184 | $12,860 | |
Other feesCode 99 | 17 | $13,400 | |
LegalCode 29 | 3 | $19,800 | |
Other fees; Direct payment from the plan; Other services; Contract AdministratorCode 13 | 2 | $25,326 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Consulting fees; Consulting (pension)Code 15 | 2 | $2,625 | |
Legal; Consulting (general)Code 16 | 2 | $20,858 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $7,000 | |
Investment advisory (plan)Code 27 | 1 | $500 |
Competitor overlap
Percent of Caron & Bletzer, PLLC'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 Caron & Bletzer, PLLC.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL MEDICAL CARE, INC.MA · 042835488-002 | Teal, Becker & Chiaramonte | $4.4B |
THE S2 HR GROUP, LLCFL · 452441552-001 | Slavic Integrated Administration | $1.0B |
DANA-FARBER CANCER INSTITUTE, INC.MA · 042263040-004 | Strategic Advisers | $870M |
DATADOG, INC.NY · 272825503-001 | Mazars USA LLP | $301M |
TMK GLOBAL HOLDINGS, LLCMA · 320240384-002 | Citrin Cooperman | $245M |
STURDY MEMORIAL HOSPITAL, INC.MA · 042768252-002 | Financial Engines Advisors LLC | $218M |
COMPASS, INC.NY · 300751604-001 | Fidelity Investments | $172M |
WINN MANAGEMENT GROUP LLCMA · 042582550-001 | Fidelity Investments | $158M |
CSC SERVICEWORKS, INC.NY · 530188589-001 | Prudential Retirement Insurance & Annuity Co. | $133M |
XOJET AVIATION, LLCFL · 710994172-001 | Fidelity Investments | $133M |
Plans lost in 2024
Appeared last year under Caron & Bletzer, PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
VERTEX PHARMACEUTICALS INCORPORATEDMA · 043039129-001 | Empower | $1.1B |
RENTOKIL NORTH AMERICA, INC.PA · 231568350-005 | USI Consulting Group | $633M |
JENSEN HUGHES, INC.MD · 521199515-001 | T. Rowe Price | $228M |
STANDEX INTERNATIONAL CORPORATIONNH · 310596149-050 | Strategic Advisers | $106M |
CONSTANT CONTACT, INC.MA · 043285398-001 | Fidelity Investments | $99M |
CARDONE INDUSTRIES, INC.OH · 233000982-003 | Bober Markey Fedorovich | $96M |
UFP TECHNOLOGIES, INC.MA · 042314970-001 | Minute Press | $52M |
HITCHINER MANUFACTURING CO., INC.NH · 020212349-003 | Fidelity Investments | $52M |
CARDONE INDUSTRIES, INC.PA · 233000982-002 | MIDWEST INSTITUTIONAL TRUST COMPANY | $50M |
ASTRODYNE CORPORATIONNJ · 043145157-001 | Fidelity Investments | $42M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL MEDICAL CARE, INC.MA · 042835488-002 | $4.4B | 71,611 | $12,000 | 1y | 3 |
NTT DATA AMERICAS, INC.TX · 042437166-003 | $2.7B | 22,449 | $34,500 | 9y | 2 |
CGI TECHNOLOGIES AND SOLUTIONS, INC.VA · 540856778-001 | $2.4B | 18,843 | $52,770 | 6y | 1 |
BERTELSMANN, INC.NY · 952949493-004 | $2.0B | 14,913 | $21,255 | 10y | 3 |
CSI USA INC.IL · 320671474-001 | $1.6B | 18,022 | $36,000 | 1y | 1 |
SOUTHCOAST HOSPITALS GROUP, INC.MA · 222592333-001 | $1.1B | 10,174 | $20,500 | 6y | 2 |
THE S2 HR GROUP, LLCFL · 452441552-001 | $1.0B | 40,710 | $17,500 | 1y | 1 |
DANA-FARBER CANCER INSTITUTE, INC.MA · 042263040-003 | $930M | 10,251 | $25,025 | 10y | - |
CAPE COD HEALTHCARE, INC.MA · 222600704-003 | $929M | 6,696 | $14,535 | 10y | 1 |
DANA-FARBER CANCER INSTITUTE, INC.MA · 042263040-004 | $870M | 13,499 | $18,525 | 9y | - |
Flag exposure
83.6%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 (28)
Raw Schedule C names collapsed into Caron & Bletzer, PLLC.
- BARNES & THORBURG LLP
- BARNES & THORNBURN
- BARNES TPA & ASSOCIATES, LLC
- BARNES WALTH MANAGEMENT GROUP
- CARO & BLETZER, PLLC
- CARON & BLEFZER
- CARON & BLENTZER, PLLC
- CARON & BLETZER
- CARON & BLETZER LLC
- CARON & BLETZER PLLC
- CARON & BLETZER PLLC.
- CARON & BLETZER TS, PLLC
- CARON & BLETZER, PLC
- CARON & BLETZER, PLCC
- CARON & BLETZER, PLLC
- CARON & BLETZER, PPLC
- CARON & BLETZER,PLLC
- CARON & BLETZR, PLLC
- CARON & BLEZTER, PLLC
- CARON AND BLETZER
- CARON AND BLETZER PLLC
- CARON AND BLETZER PPLC
- CARON AND BLETZER, PLLC
- CARON BIETZER, PLLC
- CARON BLETZER
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 Caron & Bletzer, PLLC'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 | 5 | 2.34% | 7.76% | -5.43 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 70 | 32.71% | 1.71% | +31.00 pp |
| Failed to provide benefit | 9 | 4.21% | 0.14% | +4.07 pp |
| Corrective distributions | 73 | 34.11% | 1.76% | +32.35 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 Caron & Bletzer, PLLC. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 pp vs incumbent
Frequent partners by role
Who else shows up on Caron & Bletzer, PLLC'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 |
|---|---|---|
| Strategic Advisers | 24 | 11.2% |
| The Angell Pension Group Inc. | 22 | 10.3% |
| Global Retirement Partners LLC | 19 | 8.9% |
| Fiducient Advisors | 14 | 6.5% |
| Mercer | 7 | 3.3% |
| SageView | 6 | 2.8% |
| Creative Planning | 5 | 2.3% |
| Kestra Investment Services | 5 | 2.3% |
| WTW | 5 | 2.3% |
| Aon | 4 | 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).