Fiorita Kornhaas & Company
auditor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #4515 of mapped providers
Assets under administration$8M0.0%Market share · rank #8998
Fees received$14,800Median $7,400/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 Fiorita Kornhaas & Company plan look like?
Service mix · median fees per plan
Count of plans where Fiorita Kornhaas & Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 2 | $7,400 |
Competitor overlap
Percent of Fiorita Kornhaas & Company'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 Fiorita Kornhaas & Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Fiorita Kornhaas & Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
CPC, LLCCT · 263764473-001 | Empower | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HERITAGE VILLAGE MASTER ASSOCIATIONCT · 060888160-002 | $8M | 104 | $0 | 3y | - |
HERITAGE VILLAGE MASTER ASSOCIATION, INC.CT · 060888160-001 | $0 | 0 | $14,800 | 3y | 1 |
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 (10)
Raw Schedule C names collapsed into Fiorita Kornhaas & Company.
- CERIDIAN BENEFIT SERVICES
- CERIDIAN BENEFIT SERVICES, INC.
- CERIDIAN BENEFITS SERVICES
- FIORITA KORNHAAS & COMPANY
- FIORITA KORNHAAS & COMPANY PC
- FIORITA KORNHAAS & COMPANY, PC
- FIORITA, KORNHAAS & COMPANY P.C
- FIORITA, KORNHAAS & COMPANY, P.C.
- FIORITA, KORNHAAS & COMPANY,P.C.
- FIORITA, KORNHAAS, & COMPANY, P.C.
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 Fiorita Kornhaas & Company'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 | 50.00% | 7.76% | +42.24 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 Fiorita Kornhaas & Company. 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 Fiorita Kornhaas & Company'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 |
|---|---|---|
| USI Advisors Inc. | 2 | 100.0% |
| USI Consulting Group | 2 | 100.0% |