Chipton-Ross Inc.
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2635 of mapped providers
Assets under administration$69.2B0.1%Market share · rank #223
Fees received$335,090Median $61,383/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Chipton-Ross Inc. plan look like?
Service mix · median fees per plan
Count of plans where Chipton-Ross Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Contract Administrator; Employee (plan); Copying and duplicating; Legal; Direct payment from the plan; Participant communicationCode 13 | 5 | $61,383 |
Competitor overlap
Percent of Chipton-Ross 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 Chipton-Ross Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Chipton-Ross Inc.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $113,035 | 10y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $142,710 | 10y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $61,383 | 10y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | $2.1B | 20,435 | $12,585 | 10y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-010 | $488M | 2,832 | $5,377 | 3y | - |
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 (5)
Raw Schedule C names collapsed into Chipton-Ross Inc..
- BENEFIT PLAN ADMINISTRATION OF WISC
- BENEFIT PLAN ADMINISTRATIVE SVC
- CHIPTON-ROSS
- CHIPTON-ROSS INC
- CHIPTON-ROSS 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 Chipton-Ross Inc.'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 Chipton-Ross 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 Chipton-Ross Inc.'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 |
|---|---|---|
| Ropes & Gray LLP | 4 | 80.0% |
| Harter Secrest & Emery LLP | 2 | 40.0% |