Polsinelli PC
attorney7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17+4 YoYRank #1032 of mapped providers
Assets under administration$18.7B0.0%Market share · rank #721
Fees received$444,997Median $18,078/planSum across Schedule C direct + indirect
Net wins YoY+46 won · 2 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 Polsinelli PC plan look like?
Service mix · median fees per plan
Count of plans where Polsinelli PC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Other feesCode 29 | 14 | $17,814 | |
Direct payment from the plan; Consulting feesCode 50 | 2 | $17,318 | |
Accounting (including auditing)Code 10 | 1 | $18,827 |
Competitor overlap
Percent of Polsinelli PC'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 Polsinelli PC.
| Sponsor | From | Assets |
|---|---|---|
BMW OF NORTH AMERICA, LLCNJ · 222139469-002 | Fidelity Investments | $2.3B |
ADT LLCFL · 454343781-002 | Fidelity Investments | $1.3B |
BMW OF NORTH AMERICA LLCNJ · 222139469-004 | Aon | $693M |
THE HUMANE SOCIETY OF THE UNITED STATESDC · 530225390-002 | Fidelity Investments | $77M |
SOUTH JERSEY INDUSTRIES, INC.NJ · 221901645-005 | Greystone Consulting Group | $75M |
VAN HORN AUTOMOTIVE GROUP, INC.WI · 464704899-002 | PFG Advisors LLC | $51M |
Plans lost in 2024
Appeared last year under Polsinelli PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATURAL RESOURCES DEFENSE COUNCIL, INC.NY · 132654926-001 | Fiducient Advisors | $208M |
CHI ST. LUKE'S HEALTHTX · 760536232-001 | (new plan) | $68M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COMMONSPIRIT HEALTHKY · 470617373-002 | $8.8B | 127,392 | $37,760 | 10y | 1 |
COMMONSPIRIT HEALTHKY · 470617373-010 | $2.9B | 44,266 | $13,161 | 3y | 1 |
BMW OF NORTH AMERICA, LLCNJ · 222139469-002 | $2.3B | 14,552 | $17,550 | 1y | 2 |
ADT LLCFL · 454343781-002 | $1.3B | 26,304 | $40,121 | 1y | 2 |
VERTIV GROUP CORPORATIONOH · 813496944-001 | $1.1B | 6,105 | $96,741 | 2y | 1 |
BMW OF NORTH AMERICA LLCNJ · 222139469-004 | $693M | 3,217 | $16,169 | 1y | - |
APPLIED RESEARCH ASSOCIATES, INC.NM · 850276434-003 | $606M | 2,360 | $8,226 | 2y | - |
CENTRAL GARDEN & PET COMPANYCA · 680275553-001 | $435M | 6,076 | $18,827 | 2y | 2 |
E.D. & F. MAN HOLDINGS, INC.LA · 134101062-002 | $117M | 787 | $24,240 | 7y | 1 |
THE HUMANE SOCIETY OF THE UNITED STATESDC · 530225390-002 | $77M | 764 | $8,961 | 3y | - |
Flag exposure
94.1%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 (7)
Raw Schedule C names collapsed into Polsinelli PC.
- POLSINELLI
- POLSINELLI LAW FIRM
- POLSINELLI PC
- POLSINELLI SCHUGHART PC
- POLSINELLI SHUGHART
- POLSINELLI, SAMANTHA
- POSINELLI
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 Polsinelli PC'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 | 2 | 11.76% | 7.76% | +4.00 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 5.88% | 1.71% | +4.17 pp |
| Failed to provide benefit | 2 | 11.76% | 0.14% | +11.63 pp |
| Corrective distributions | 7 | 41.18% | 1.76% | +39.42 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 Polsinelli PC. 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 Polsinelli PC'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 | 3 | 17.6% |
| Prairie Capital Advisors | 3 | 17.6% |
| Transition Finance Strategies LLC | 3 | 17.6% |
| Mercer | 2 | 11.8% |
| QDRO CONSULTANTS COMPANY, LLC | 2 | 11.8% |
| Strategic Advisers | 2 | 11.8% |
| Cetera Investment Advisers LLC | 1 | 5.9% |
| Greystone Consulting Group | 1 | 5.9% |
| NFP | 1 | 5.9% |
| OneDigital | 1 | 5.9% |