Pietzsch Bonnett & Womack PA
auditor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #4049 of mapped providers
Assets under administration$3.5B0.0%Market share · rank #2268
Fees received$54,882Median $16,052/planSum across Schedule C direct + indirect
Net wins YoY+11 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 Pietzsch Bonnett & Womack PA plan look like?
Service mix · median fees per plan
Count of plans where Pietzsch Bonnett & Womack PA ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 3 | $16,052 |
Competitor overlap
Percent of Pietzsch Bonnett & Womack PA'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 Pietzsch Bonnett & Womack PA.
| Sponsor | From | Assets |
|---|---|---|
COULTER CADILLAC, INC.AZ · 860081209-003 | Empower | $14M |
Plans lost in 2024
Appeared last year under Pietzsch Bonnett & Womack PA; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $16,052 | 6y | 1 |
LATHAM & WATKINS LLPCA · 952018373-046 | $451M | 605 | $30,571 | 5y | - |
COULTER CADILLAC, INC.AZ · 860081209-003 | $14M | 473 | $8,259 | 8y | - |
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 (12)
Raw Schedule C names collapsed into Pietzsch Bonnett & Womack PA.
- PIETZCH BONNETT & WOMACK PA
- PIETZCH, BONNETT & WOMACK
- PIETZCH, BONNETT & WOMACK, P.A.
- PIETZSCH BONNET & WOMACK
- PIETZSCH BONNETT & WOMACK
- PIETZSCH BONNETT & WOMACK PA
- PIETZSCH BONNETT WOMACK PA
- PIETZSCH, BONNETT &
- PIETZSCH, BONNETT & WOMA
- PIETZSCH, BONNETT & WOMACK
- PIETZSCH, BONNETT & WOMACK, P.A.
- PIETZSCH, BONNETT AND WOMACK
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 Pietzsch Bonnett & Womack PA'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 | 1 | 33.33% | 1.76% | +31.57 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 Pietzsch Bonnett & Womack PA. 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 Pietzsch Bonnett & Womack PA'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 |
|---|---|---|
| Brinker Capital Holdings, Inc. | 1 | 33.3% |
| Capital Management Services Inc. | 1 | 33.3% |
| Cerity Partners | 1 | 33.3% |
| City National Rochdale, LLC | 1 | 33.3% |
| Corient Private Wealth LLC | 1 | 33.3% |
| Creative Planning | 1 | 33.3% |
| Fayez Sarofim & Co | 1 | 33.3% |
| Fischer Investment Strategies | 1 | 33.3% |
| Hemington Wealth Management LLC | 1 | 33.3% |
| High Tower Advisors | 1 | 33.3% |