FOX ROTHSCHILD LLP
attorney5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+2 YoYRank #1353 of mapped providers
Assets under administration$5.2B0.0%Market share · rank #1901
Fees received$653,667Median $21,121/planSum across Schedule C direct + indirect
Net wins YoY+47 won · 3 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 FOX ROTHSCHILD LLP plan look like?
Service mix · median fees per plan
Count of plans where FOX ROTHSCHILD LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 9 | $27,241 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $5,500 |
Competitor overlap
Percent of FOX ROTHSCHILD LLP'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 FOX ROTHSCHILD LLP.
| Sponsor | From | Assets |
|---|---|---|
ANDERSEN CORPORATIONMN · 410123208-002 | Fulton Breakefield Broenniman | $1.5B |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | Gilbert & Sackman | $1.4B |
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001 | Goldman Sachs Asset Management | $152M |
IBEW LOCAL NO. 229 ANNUITY FUNDVA · 251624277-003 | John Hancock | $51M |
ECIGROUPPA · 251677700-004 | Conrad M. Siegel Inc. | $6M |
SIMKINS INDUSTRIES, INC.FL · 060469480-001 | Cherry Bekaert | $2M |
Plans lost in 2024
Appeared last year under FOX ROTHSCHILD LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ANDERSEN CORPORATIONMN · 410123208-001 | Principal | $833M |
THE ALLIANCE, INC.MN · 410963427-001 | Empower | $71M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ANDERSEN CORPORATIONMN · 410123208-002 | $1.5B | 18,373 | $5,500 | 6y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $261,431 | 1y | - |
TRUSTEES OF IBEW LOCAL UNION NO. 126 RETIREMENT PLANPA · 232156093-001 | $1.1B | 6,762 | $36,655 | 3y | 1 |
BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PLPA · 231990722-001 | $624M | 4,626 | $27,241 | 10y | - |
PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUSTIA · 426086687-001 | $331M | 2,198 | $242,951 | 5y | - |
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001 | $152M | 849 | $13,647 | 2y | - |
IBEW LOCAL NO. 143 PENSION PLANPA · 902804302-001 | $80M | 994 | $5,696 | 1y | - |
IBEW LOCAL NO. 229 PENSION FUNDVA · 236399737-001 | $45M | 500 | $5,546 | 5y | - |
BOARD OF TRUSTEES OF SHEET METAL WORKERS LOCAL UNION NO. 263 RETIREMENIA · 426498549-001 | $42M | 576 | $15,000 | 3y | - |
ECIGROUPPA · 251677700-004 | $6M | 271 | $40,000 | 1y | - |
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 (5)
Raw Schedule C names collapsed into FOX ROTHSCHILD LLP.
- FOX ROTHCHILDS LLP
- FOX ROTHSCHILD
- FOX ROTHSCHILD LLP
- FOX ROTHSCHILD, LLP
- FOX ROTHSCHILD, 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 FOX ROTHSCHILD LLP'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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 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 FOX ROTHSCHILD LLP. 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 FOX ROTHSCHILD LLP'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 |
|---|---|---|
| ASB Capital Management | 2 | 20.0% |
| Frank M. Vaccaro & Associates | 2 | 20.0% |
| Hamilton Lane | 2 | 20.0% |
| National Real Estate Advisors | 2 | 20.0% |
| NB Alternatives Advisers LLC | 2 | 20.0% |
| PFM Advisors | 2 | 20.0% |
| American Realty Advisors | 1 | 10.0% |
| Asset Consulting Group | 1 | 10.0% |
| B&T Capital Management Inc | 1 | 10.0% |
| Barings International Investment Ltd | 1 | 10.0% |