Patricia Repteski
other4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2805 of mapped providers
Assets under administration$11.9B0.0%Market share · rank #1051
Fees received$1MMedian $245,429/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Patricia Repteski plan look like?
Service mix · median fees per plan
Count of plans where Patricia Repteski ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan Administrator; Participant communication; Employee (plan sponsor); Other servicesCode 14 | 3 | $459,105 | |
Employee (plan); Recordkeeping feesCode 30 | 2 | $32,218 |
Competitor overlap
Percent of Patricia Repteski'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 Patricia Repteski.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Patricia Repteski; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL MILLS, INC.MN · 410274440-002 | $5.0B | 24,384 | $599,469 | 10y | - |
GENERAL MILLS, INC.MN · 410274440-006 | $3.7B | 22,179 | $459,105 | 7y | - |
GENERAL MILLS, INC.MN · 410274440-001 | $1.5B | 16,513 | $245,429 | 9y | - |
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEPA · 236405239-001 | $1.1B | 7,393 | $33,218 | 8y | - |
INTERNATIONAL UNION OF OPERATING ENG. JT ANNUITY FD OF EASTERN PENNSYLPA · 232352166-002 | $562M | 11,768 | $31,218 | 6y | - |
Flag exposure
80.0%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 (4)
Raw Schedule C names collapsed into Patricia Repteski.
- GENERAL MILLS, INC
- GENERAL MILLS, INC.
- PATRICIA REPETSKI
- PATRICIA REPTESKI
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 Patricia Repteski'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 | 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 Patricia Repteski. 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 Patricia Repteski'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 |
|---|---|---|
| Aon | 2 | 40.0% |
| Investment Performance Services LLC | 2 | 40.0% |
| American Realty Advisors | 1 | 20.0% |
| Benedetti Gucer & Associates | 1 | 20.0% |
| Chartwell Investment Partners | 1 | 20.0% |
| Dana Investment Advisors | 1 | 20.0% |
| Florida Retirement Consultants | 1 | 20.0% |
| Foundry Partners LLC | 1 | 20.0% |
| Great Lakes Advisors | 1 | 20.0% |
| Hardman Johnston Global Advisors | 1 | 20.0% |