Fiondella, Milone & Lasaracina
auditor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+1 YoYRank #1374 of mapped providers
Assets under administration$11.2B0.0%Market share · rank #1107
Fees received$520,176Median $37,670/planSum across Schedule C direct + indirect
Net wins YoY+13 won · 2 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 Fiondella, Milone & Lasaracina plan look like?
Service mix · median fees per plan
Count of plans where Fiondella, Milone & Lasaracina 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 | 9 | $36,400 | |
ActuarialCode 11 | 1 | $41,164 | |
Direct payment from the plan; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Consulting (pension)Code 15 | 1 | $10,500 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $168,130 |
Competitor overlap
Percent of Fiondella, Milone & Lasaracina'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 Fiondella, Milone & Lasaracina.
| Sponsor | From | Assets |
|---|---|---|
MTD PRODUCTS INCOH · 061650267-302 | UBS Global Asset Management | $101M |
CIDRA HOLDINGS LLCCT · 262180983-001 | Empower | $37M |
Plans lost in 2024
Appeared last year under Fiondella, Milone & Lasaracina; not this year.
| Sponsor | To | Assets |
|---|---|---|
SPARC GROUP LLCNJ · 813795831-001 | Voya | $294M |
SPINAL GROUP, INC.MA · 043440041-001 | ADP | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-006 | $5.8B | 17,796 | $41,250 | 10y | - |
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-005 | $4.0B | 14,558 | $56,119 | 10y | - |
BLACK & DECKER (U.S.) INC.MD · 521127357-013 | $718M | 12,751 | $50,786 | 10y | - |
BARNES GROUP INC.CT · 060247840-002 | $295M | 3,058 | $38,939 | 10y | - |
STANLEY BLACK & DECKER, INC.CT · 060548860-002 | $112M | 3,321 | $41,164 | 10y | - |
MTD PRODUCTS INCOH · 061650267-302 | $101M | 1,632 | $36,400 | 1y | - |
BOARD OF TRUSTEES LOCAL 475 PENSION PLANNY · 132571151-002 | $88M | 1,489 | $168,130 | 5y | - |
THULE INC.CT · 133053238-001 | $46M | 430 | $14,000 | 10y | 2 |
CIDRA HOLDINGS LLCCT · 262180983-001 | $37M | 188 | $14,750 | 1y | - |
HARC, INC.CT · 060710289-003 | $11M | 442 | $10,500 | 2y | - |
Flag exposure
83.3%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 (11)
Raw Schedule C names collapsed into Fiondella, Milone & Lasaracina.
- CERES PARTNERS LLC
- CEREUS GRAPHICS, INC
- FIONDELLA MILONE & LASARACINA LLP
- FIONDELLA MILONE & LASARACINA, LLP
- FIONDELLA, MILONE
- FIONDELLA, MILONE & LACARACINA
- FIONDELLA, MILONE & LASARACINA
- FIONDELLA, MILONE & LASARACINA LLP
- FIONDELLA, MILONE & LASARACINA, LLP
- FIONDELLA, MILONE, & LASARCINA LLP
- FIONDELLA,MILONE & LASARACINA 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 Fiondella, Milone & Lasaracina'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 | 1 | 8.33% | 26.94% | -18.61 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 | 1 | 8.33% | 1.76% | +6.57 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 Fiondella, Milone & Lasaracina. 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 Fiondella, Milone & Lasaracina'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 |
|---|---|---|
| WTW | 4 | 33.3% |
| Mercer | 3 | 25.0% |
| Aon | 2 | 16.7% |
| Barrow Hanley Global Advisors | 2 | 16.7% |
| Dodge & Cox | 2 | 16.7% |
| Goldman Sachs Asset Management | 2 | 16.7% |
| Harding Loevner | 2 | 16.7% |
| LSV Asset Management | 2 | 16.7% |
| NEPC LLC | 2 | 16.7% |
| NISA Investment Advisors | 2 | 16.7% |