Prime Buchholz & Associates
advisor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+2 YoYRank #1608 of mapped providers
Assets under administration$1.4B0.0%Market share · rank #3393
Fees received$864,290Median $90,184/planSum across Schedule C direct + indirect
Net wins YoY+22 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 Prime Buchholz & Associates plan look like?
Service mix · median fees per plan
Count of plans where Prime Buchholz & Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 5 | $41,326 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 2 | $92,170 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $27,516 | |
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 1 | $107,183 | |
Consulting feesCode 70 | 1 | $159,392 |
Competitor overlap
Percent of Prime Buchholz & Associates'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 Prime Buchholz & Associates.
| Sponsor | From | Assets |
|---|---|---|
STURDY MEMORIAL HOSPITAL INCMA · 042768252-001 | Wasatch Advisors | $410M |
STURDY MEMORIAL HOSPITAL, INC.MA · 042768252-002 | Financial Engines Advisors LLC | $218M |
Plans lost in 2024
Appeared last year under Prime Buchholz & Associates; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STURDY MEMORIAL HOSPITAL INCMA · 042768252-001 | $410M | 2,962 | $159,392 | 1y | - |
STURDY MEMORIAL HOSPITAL, INC.MA · 042768252-002 | $218M | 2,869 | $31,986 | 1y | 1 |
SAMFORD UNIVERSITYAL · 630312914-004 | $170M | 921 | $27,516 | 10y | - |
BRYN MAWR MEDICAL SPECIALISTS ASSOCIATIONPA · 231714249-002 | $140M | 601 | $175,938 | 10y | 1 |
ST. LUKES-ROOSEVELT HOSPITAL CENTERNY · 132997301-001 | $140M | 2,483 | $107,183 | 10y | - |
NEW YORK EYE AND EAR INFIRMARYNY · 135562304-001 | $125M | 1,368 | $107,769 | 5y | - |
BERKLEE COLLEGE OF MUSIC, INC.MA · 042300472-001 | $104M | 706 | $103,796 | 10y | - |
CONMED CORPORATIONFL · 160977505-004 | $66M | 2,209 | $76,571 | 10y | - |
OLEAN GENERAL HOSPITALNY · 160743102-003 | $25M | 710 | $41,326 | 8y | - |
OLEAN GENERAL HOSPITALNY · 160743102-001 | $20M | 809 | $32,813 | 10y | - |
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 (27)
Raw Schedule C names collapsed into Prime Buchholz & Associates.
- GREAT WEST LIFE & ANNUNITY INSU
- GREAT WEST LIFE & ANNUNITY INSUR
- GREAT-WEST LIFE & ANNUNITY INSUR CO
- PRIME BOCHHOLZ & ASSOCIATES
- PRIME BUCHHOLTZ
- PRIME BUCHHOLTZ AND ASSOCIATES INC
- PRIME BUCHHOLZ
- PRIME BUCHHOLZ & ASSCOIATES, INC.
- PRIME BUCHHOLZ & ASSOC.
- PRIME BUCHHOLZ & ASSOCIATES
- PRIME BUCHHOLZ & ASSOCIATES, INC
- PRIME BUCHHOLZ & ASSOCIATES, INC.
- PRIME BUCHHOLZ LLC
- PRIME BUCHHOLZ, LLC
- PRIME BUCHOLZ
- PRIME BUCHOLZ & ASSOCIATES
- PRIME BUCKHOLZ & ASSOCIATES
- PRIME, BUCHHOLZ & ACCOCIATES, INC.
- PRIME, BUCHHOLZ & ASSOC
- PRIME, BUCHHOLZ & ASSOCIATES
- PRIME, BUCHHOLZ & ASSOCIATES, INC
- PRIME, BUCHHOLZ & ASSOCIATES, INC.
- PRIME, BUCHHOLZ AND ASSOCIATES, INC
- PRIME, BUCHOLTZ & ASSOCIATES
- PRIME, BUCHOLZ & ASSOCIATES
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 Prime Buchholz & Associates'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 | 2 | 20.00% | 1.76% | +18.24 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 Prime Buchholz & Associates. 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 Prime Buchholz & Associates'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 |
|---|---|---|
| WISS & COMPANY LLP | 2 | 20.0% |
| Caron & Bletzer, PLLC | 1 | 10.0% |
| Crowe | 1 | 10.0% |
| Insero & Co. | 1 | 10.0% |