Dimeo Schneider & Associates
advisor55 known aliases resolved via the canonical alias map
Market position · 2024
Plans served27-7 YoYRank #613 of mapped providers
Assets under administration$7.3B0.0%Market share · rank #1347
Fees received$917,888Median $23,142/planSum across Schedule C direct + indirect
Net wins YoY-413 won · 17 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 Dimeo Schneider & Associates plan look like?
Service mix · median fees per plan
Count of plans where Dimeo Schneider & Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 14 | $21,357 | |
Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 4 | $28,047 | |
Consulting (general); Other feesCode 16 | 4 | $11,326 | |
Other fees; Consulting (pension); Investment advisory (plan)Code 17 | 2 | $72,900 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $39,384 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $37,500 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $10,823 |
Competitor overlap
Percent of Dimeo Schneider & Associates'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 Dimeo Schneider & Associates.
| Sponsor | From | Assets |
|---|---|---|
FOLEY & LARDNER LLPWI · 390473800-007 | Fiducient Advisors | $1.5B |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | Fiducient Advisors | $261M |
TRUE VALUE COMPANYIL · 362099896-001 | Fidelity Investments | $223M |
U.S. SILICA COMPANYTX · 230958670-029 | Fiducient Advisors | $215M |
NIXON PEABODY LLPNY · 160764720-025 | Fiducient Advisors | $204M |
NEW ENGLAND INSTITUTE OF TECHNOLOGYRI · 050312747-001 | Fiduciary Investment Advisors LLC | $80M |
FXI, INC.PA · 270283137-001 | Fiducient Advisors | $78M |
BOWDITCH & DEWEY, LLPMA · 042297674-001 | Fiducient Advisors | $70M |
STABILUS, INC.NC · 223834535-001 | Fiducient Advisors | $60M |
THE ARTHUR G. RUSSELL COMPANY, INC.CT · 060996719-002 | Fiducient Advisors | $30M |
Plans lost in 2024
Appeared last year under Dimeo Schneider & Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
NOVO NORDISK INC.NJ · 061061602-001 | Charles Schwab | $2.3B |
UL LLCIL · 943282454-002 | Seyfarth Shaw LLP | $1.7B |
EVONIK CORPORATIONNJ · 630673043-002 | Fiducient Advisors | $1.4B |
ALSTOM TRANSPORT HOLDING US INC.PA · 203999346-009 | Verrill Dana LLP | $674M |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | Fiducient Advisors | $383M |
OVERHEAD DOOR CORPORATIONTX · 350564120-022 | Fiducient Advisors | $258M |
BROWN RUDNICK LLPMA · 043108175-003 | Fiducient Advisors | $128M |
ROEHM AMERICA LLCNJ · 320252469-001 | Fiducient Advisors | $112M |
MCLANE MIDDLETON, PROFESSIONAL ASSOCIATIONNH · 020325043-002 | Fidelity Investments | $75M |
OUP USANY · 986001062-003 | Fidelity Investments | $70M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NC TRANSACTION, INC.NY · 461138762-001 | $3.7B | 14,148 | $168,299 | 5y | 1 |
LEGRAND HOLDING, INC.CT · 980065554-001 | $722M | 6,145 | $17,261 | 4y | - |
MAGNIT GLOBAL SOLUTIONS, INC.CA · 273835632-001 | $484M | 33,950 | $102,050 | 5y | 1 |
DISTRIBUTION SOLUTIONS GROUP, INCIL · 362229304-001 | $305M | 3,866 | $23,142 | 8y | 2 |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | $261M | 7,002 | $65,000 | 7y | 3 |
ECLINICALWORKS, LLCMA · 043461392-001 | $241M | 1,825 | $48,380 | 4y | - |
ARXADA, LLCNJ · 135665861-005 | $225M | 1,264 | $7,400 | 2y | - |
TRUE VALUE COMPANYIL · 362099896-001 | $223M | 2,878 | $45,101 | 1y | 2 |
U.S. SILICA COMPANYTX · 230958670-029 | $215M | 2,593 | $19,572 | 2y | 1 |
NIXON PEABODY LLPNY · 160764720-025 | $204M | 830 | $18,442 | 5y | 1 |
Flag exposure
81.5%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 (55)
Raw Schedule C names collapsed into Dimeo Schneider & Associates.
- BROAD RUN INVESTMENTS
- BROADPOINT, INC.
- BROADRIDGE COMMUNICATION
- BROADRIDGE FINANCIALSOLUTIONS
- BROADRIDGE INVESTOR
- BROADRIDGE INVESTOR COMMUNICATION S
- BROADRIDGE MATRIX
- DEMEO SCHNEIDER & ASSOCIATES
- DIMEI SCHNEIDER & ASSOCIATES
- DIMEO SCHEIDER & ASSOC
- DIMEO SCHNEIDER
- DIMEO SCHNEIDER & ACCOCIATES, LLC
- DIMEO SCHNEIDER & ASS LLC
- DIMEO SCHNEIDER & ASSOC
- DIMEO SCHNEIDER & ASSOC LLC
- DIMEO SCHNEIDER & ASSOC, LLC
- DIMEO SCHNEIDER & ASSOC.
- DIMEO SCHNEIDER & ASSOC. LLC
- DIMEO SCHNEIDER & ASSOC., LLC
- DIMEO SCHNEIDER & ASSOCIATE
- DIMEO SCHNEIDER & ASSOCIATES
- DIMEO SCHNEIDER & ASSOCIATES CO
- DIMEO SCHNEIDER & ASSOCIATES INC
- DIMEO SCHNEIDER & ASSOCIATES L.L.C.
- DIMEO SCHNEIDER & ASSOCIATES LLC
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 Dimeo Schneider & Associates'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 | 2 | 7.41% | 7.76% | -0.35 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 7.41% | 1.71% | +5.69 pp |
| Failed to provide benefit | 3 | 11.11% | 0.14% | +10.97 pp |
| Corrective distributions | 11 | 40.74% | 1.76% | +38.98 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 Dimeo Schneider & Associates. 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 Dimeo Schneider & Associates'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 |
|---|---|---|
| Bond Schoeneck & King PLLC | 2 | 7.4% |
| Morgan Lewis & Bockius LLP | 1 | 3.7% |
| Nelson Mullins Riley & Scarborough | 1 | 3.7% |
| Ogletree Deakins | 1 | 3.7% |
| Siana Carr O'Connor & Lynam, LLP | 1 | 3.7% |
| Thompson Hine | 1 | 3.7% |
| Vedder Price | 1 | 3.7% |