FORVIS Mazars
auditor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served274+126 YoYRank #81 of mapped providers
Assets under administration$99.0B0.1%Market share · rank #137
Fees received$7MMedian $20,580/planSum across Schedule C direct + indirect
Net wins YoY+115164 won · 49 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 FORVIS Mazars plan look like?
Service mix · median fees per plan
Count of plans where FORVIS Mazars ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 240 | $20,580 | |
Other feesCode 99 | 12 | $18,572 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping feesCode 15 | 6 | $34,650 | |
Consulting (general)Code 16 | 3 | $9,584 | |
Direct payment from the plan; Recordkeeping feesCode 50 | 3 | $22,365 | |
Contract AdministratorCode 13 | 2 | $17,934 | |
Investment management fees paid directly by plan; Investment advisory (plan); Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $64,569 | |
Other services; Direct payment from the planCode 49 | 2 | $27,439 |
Competitor overlap
Percent of FORVIS Mazars'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 FORVIS Mazars.
| Sponsor | From | Assets |
|---|---|---|
CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)PA · 952371728-105 | Mazars USA LLP | $5.0B |
BAYLOR SCOTT & WHITE HOLDINGSTX · 463130985-002 | FORVIS | $4.7B |
IQVIA INC.NC · 061506026-004 | FORVIS | $3.6B |
RSM US, LLPIA · 420714325-001 | BKD | $3.4B |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-334 | FORVIS | $3.4B |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-333 | FORVIS | $2.5B |
NEWELL OPERATING COMPANYGA · 361953130-012 | FORVIS | $1.8B |
TOYOTA INDUSTRIES NORTH AMERICA, INC.IN · 954842543-001 | Fidelity Investments | $1.4B |
OTSUKA AMERICA PHARMACEUTICAL INC.NJ · 521630683-001 | Rocaton Investment Advisors LLC | $1.1B |
MARTIN MARIETTA MATERIALS, INC.NC · 561848578-006 | FORVIS | $903M |
Plans lost in 2024
Appeared last year under FORVIS Mazars; not this year.
| Sponsor | To | Assets |
|---|---|---|
MID-ATLANTIC PERMANENTE MEDICAL GROUP, PCMD · 521196226-002 | FORVIS | $956M |
SUSQUEHANNA INTERNATIONAL GROUP, LLPPA · 232795207-001 | Fidelity Investments | $748M |
ARCBEST CORPORATIONAR · 710673405-002 | FORVIS | $679M |
RUSH ENTERPRISES, INC.TX · 742786267-001 | Strategic Advisers | $484M |
MIDFIRST BANKOK · 730383055-001 | FORVIS | $406M |
MURPHY OIL CORPORATIONTX · 710361522-002 | Bank of America | $370M |
OPENLANE, INC.IN · 208744739-001 | Creative Planning | $298M |
SCOR U.S. CORPORATIONNY · 751791342-002 | Strategic Advisers | $285M |
BAPTIST HEALTH CARE CORPORATIONFL · 592425151-001 | AndCo Consulting | $261M |
THE HASKELL COMPANYFL · 592387450-001 | Fidelity Investments | $205M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WASHINGTON UNIVERSITY IN ST. LOUISMO · 430653611-001 | $7.5B | 40,001 | $27,400 | 2y | - |
TAKEDA PHARMACEUTICAL U.S.A., INC.MA · 134013710-001 | $6.2B | 39,061 | $62,505 | 2y | - |
CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)PA · 952371728-105 | $5.0B | 22,078 | $49,920 | 1y | 1 |
BAYLOR SCOTT & WHITE HOLDINGSTX · 463130985-002 | $4.7B | 58,503 | $84,525 | 1y | 2 |
CHUBB INA HOLDINGS INC.PA · 132595722-003 | $3.7B | 13,753 | $59,800 | 2y | - |
IQVIA INC.NC · 061506026-004 | $3.6B | 33,208 | $27,221 | 1y | 1 |
RSM US, LLPIA · 420714325-001 | $3.4B | 21,754 | $36,488 | 1y | 1 |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-334 | $3.4B | 30,106 | $34,382 | 1y | 2 |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-333 | $2.5B | 15,848 | $46,899 | 1y | - |
COMPASS GROUP USA, INC.NC · 561874931-007 | $2.5B | 312,914 | $14,175 | 2y | 2 |
Flag exposure
86.9%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 (25)
Raw Schedule C names collapsed into FORVIS Mazars.
- CHARLES SCHWAB & CO INC AND AFFLIAT
- CHARLES SCHWAB & CO INS
- CHARLES SCHWAB & CO. INC. AND AFFLI
- CHARLES SCHWAB & CO. INC. AND AFIL
- CHARLES SCHWAB & CO., INC. (D)
- CHARLES SCHWAB & CO., INC. AND AFIL
- CHARLES SCHWAB INSTITUTIONAL
- CHARLES SCHWAB INVESTMENT MANAGMENT
- CHARLES SCHWAB INVESTMENT MGMT.
- FORVIS MARZARS
- FORVIS MAZARS
- FORVIS MAZARS LLC
- FORVIS MAZARS LLP
- FORVIS MAZARS LP
- FORVIS MAZARS, LLC
- FORVIS MAZARS, LLP
- FORVIS MAZARS, LLP.
- FORVIS MAZARS,LLP
- FORVIS MAZARS,LLP(FORMERLY BKD LLP)
- FORVIS MAZARZ, LLP
- FORVIS, MAZARS LLP
- FORVIS-MAZARS
- FORVISMAZARS
- FORVIZ MAZARS
- FORVIZ MAZARS 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 FORVIS Mazars'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 | 11 | 4.01% | 7.76% | -3.75 pp |
| Fidelity bond gap | 1 | 0.36% | 26.94% | -26.58 pp |
| Late contributions | 37 | 13.50% | 1.71% | +11.79 pp |
| Failed to provide benefit | 18 | 6.57% | 0.14% | +6.43 pp |
| Corrective distributions | 76 | 27.74% | 1.76% | +25.98 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 FORVIS Mazars. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Frequent partners by role
Who else shows up on FORVIS Mazars'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 |
|---|---|---|
| Strategic Advisers | 35 | 12.8% |
| WTW | 23 | 8.4% |
| Aon | 11 | 4.0% |
| Fiducient Advisors | 9 | 3.3% |
| Mercer | 8 | 2.9% |
| Morningstar Investment Management | 8 | 2.9% |
| Creative Planning | 7 | 2.5% |
| Milliman | 7 | 2.5% |
| Wilshire Associates | 6 | 2.2% |
| Income Research & Management | 5 | 1.8% |
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).