Fischer Investment Strategies
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served102+4 YoYRank #204 of mapped providers
Assets under administration$223.4B0.3%Market share · rank #61
Fees received$7MMedian $25,827/planSum across Schedule C direct + indirect
Net wins YoY+422 won · 18 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 Fischer Investment Strategies plan look like?
Service mix · median fees per plan
Count of plans where Fischer Investment Strategies ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 81 | $19,333 | |
Securities brokerage commissions and fees; Investment management; Investment management fees paid directly by planCode 28 | 6 | $280,267 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $38,067 | |
Other feesCode 99 | 2 | $5,151 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $52,370 | |
Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 1 | $33,360 | |
Consulting (general)Code 16 | 1 | $41,507 | |
Investment advisory (plan); Investment management fees paid indirectly by plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $30,331 |
Competitor overlap
Percent of Fischer Investment Strategies'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 Fischer Investment Strategies.
| Sponsor | From | Assets |
|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | EWG Elevate Inc. | $9.9B |
HDR, INC.NE · 470663756-007 | Avantax Investment Services | $7.7B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | Morgan Stanley | $6.8B |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | First Republic Investment Management | $6.5B |
INDIANA UNIVERSITY HEALTH INC.IN · 351955872-005 | Empower | $4.5B |
CGI TECHNOLOGIES AND SOLUTIONS, INC.VA · 540856778-001 | T. Rowe Price | $2.4B |
ALLIANZ ASSET MANAGEMENT OF AMERICA LLCCA · 990994535-001 | Charles Schwab | $2.2B |
INEOS USA, LLC.TX · 201981933-002 | T. Rowe Price | $1.4B |
SPIRIT AIRLINES, INC.FL · 381747023-002 | Charles Schwab | $1.2B |
RADIOLOGY PARTNERS, INC.TX · 461413340-003 | Lockton Investment Advisors | $1.0B |
Plans lost in 2024
Appeared last year under Fischer Investment Strategies; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | Edelman Financial Engines | $5.7B |
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
WOOD GROUP U.S. HOLDINGS, INC.TX · 760688757-001 | Empower | $2.1B |
RECREATIONAL EQUIPMENT, INC.WA · 910656890-001 | Voya | $1.0B |
PIPER SANDLER COMPANIESMN · 300168701-001 | Tealwood Asset Management Inc | $584M |
BLANK ROME LLPPA · 231311874-001 | Cary Street Partners | $488M |
PREVEA CLINIC, INC.WI · 391839349-004 | Grant Thornton | $462M |
YOUNG CONAWAY STARGATT & TAYLOR, LLPDE · 510082644-001 | LPL Financial | $116M |
MEDICAL ASSOCIATION OF GEORGIAGA · 580605267-002 | Mercer | $108M |
NTT DATA BUSINESS SOLUTIONS INC.OH · 311444147-001 | QDRO CONSULTANTS COMPANY, LLC | $96M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $52,243 | 5y | 1 |
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $23,731 | 2y | 1 |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $1M | 10y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $351,013 | 2y | 1 |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $716,470 | 9y | 1 |
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | $9.9B | 30,066 | $73,201 | 2y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $15,860 | 7y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $148,059 | 10y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $54,469 | 5y | 1 |
HDR, INC.NE · 470663756-007 | $7.7B | 16,282 | $10,077 | 1y | 1 |
Flag exposure
91.2%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 (22)
Raw Schedule C names collapsed into Fischer Investment Strategies.
- CHAMPLAIN SM CAP FD LLC
- CHAMPLAIN SMALL CAP FUND LLC
- CHAMPLAIN VALLEY PHYSICIANS HOSPITA
- CHAMPLAIN WEALTH MANAGEMENT
- CHANDLER & C.
- CHANDLER HALL HEALTH SERCICES
- CHANDRA DAVIS
- CHANEL HOLLAND
- CHANG RUTHENBERG & LONG PC
- FISCHER INVESTEMNTS
- FISCHER INVESTMENT GROUP
- FISCHER INVESTMENT GROUP, INC
- FISCHER INVESTMENT STRATEGIES
- FISCHER INVESTMENT STRATEGIES, LLC
- FISHER INVESTEMENTS
- FISHER INVESTMENT
- FISHER INVESTMENT MANAGEMENT LLC
- FISHER INVESTMENTS
- FISHER INVESTMENTS 401(K) SOLUTIONS
- FISHER INVESTMENTS INC
- FISHER INVESTMENTS, INC
- FISHER INVESTMENTS, 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 Fischer Investment Strategies'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 | 1 | 0.98% | 26.94% | -25.96 pp |
| Late contributions | 21 | 20.59% | 1.71% | +18.87 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 67 | 65.69% | 1.76% | +63.93 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 Fischer Investment Strategies. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Fischer Investment Strategies'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 |
|---|---|---|
| O'Donoghue & O'Donoghue LLP | 2 | 2.0% |
| Troutman Pepper | 2 | 2.0% |
| William Rothberg, P.C. | 2 | 2.0% |
| Allota Farley Co., LPA | 1 | 1.0% |
| ALSTON & BIRD LLP | 1 | 1.0% |
| Barr & Camens | 1 | 1.0% |
| Chimento and Webb PC | 1 | 1.0% |
| Cleary, Josem & Trigiani LLP | 1 | 1.0% |
| Eversheds Sutherland | 1 | 1.0% |
| FOX ROTHSCHILD LLP | 1 | 1.0% |
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).