PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. ARMANINO LLP
All providers

ARMANINO LLP

15 known aliases resolved via the canonical alias map

Market position · 2024

Plans served106-7 YoYRank #185 of mapped providers
Assets under administration$25.8B0.0%Market share · rank #508
Fees received$2MMedian $19,373/planSum across Schedule C direct + indirect
Net wins YoY-625 won · 31 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 ARMANINO LLP plan look like?
Service mix · median fees per plan
Count of plans where ARMANINO LLP ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Direct payment from the plan; Accounting (including auditing)Code 10
90$19,983
Direct payment from the plan; Contract AdministratorCode 13
5$10,744
Other fees; Consulting (general)Code 16
5$10,832
Consulting (pension); Participant loan processingCode 17
2$10,147
Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension)Code 15
1$25,435
Recordkeeping fees; Direct payment from the plan; Custodial (other than securities)Code 18
1$13,773
Direct payment from the plan; Consulting feesCode 50
1$20,580
Other feesCode 99
1$12,075
Competitor overlap
Percent of ARMANINO 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 ARMANINO LLP.
SponsorFromAssets
KEURIG DR PEPPER INC.TX · 980517725-010
FIDELITY INVESTMENTS INSTITUTIONAL$1.9B
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002
WEALTH MANAGEMENT SYSTEMS INC$1.7B
RGA REINSURANCE COMPANYMO · 431235868-001
FIDELITY INVESTMENTS INSTITUTIONAL$670M
COMPUCOM SYSTEMS, INC.SC · 382363156-002
RESOURCES INVESTMENT ADVISORS LLC$392M
RGA REINSURANCE COMPANYMO · 431235868-002
FIDELITY INVESTMENTS INSTITUTIONAL$196M
TEXAS ASSOCIATION OF SCHOOL BOARDS, INC.TX · 742275519-002
MAXWELL LOCKE & RITTER LLP$119M
POLY PREP COUNTRY DAY SCHOOLNY · 111630821-001
TIAA$103M
INVENSENSE, INC.CA · 010789977-001
STRATEGIC ADVISORS, INC.$99M
THE GUND COMPANY, INC.MO · 431091426-003
(new plan)$56M
GUTHY - RENKER VENTURES, LLCCA · 262549633-001
PRINCIPAL LIFE INSURANCE COMPANY$53M
Plans lost in 2024
Appeared last year under ARMANINO LLP; not this year.
SponsorToAssets
EASTMAN CHEMICAL COMPANYTN · 621539359-002
FIDELITY INVESTMENTS INSTITUTIONAL$3.4B
VEEVA SYSTEMS INC.CA · 208235463-001
FIDELITY INVESTMENTS INSTITUTIONAL$351M
T.Y. LIN INTERNATIONAL GROUP, LTDCA · 943277448-004
GRASSI & CO$334M
BRAND SHARE 401K SAVINGS & PROFIT SHARING PLANGA · 133909681-001
PNC BANK, N.A.$323M
SCHNUCK MARKETS, INC.MO · 430726776-004
FIDELITY INVESTMENTS INSTITUTIONAL$141M
PRIMED MANAGEMENT CONSULTING SERVICES, INC.CA · 680193329-001
PRINCIPAL LIFE INSURANCE COMPANY$132M
SCHNUCK MARKETS, INC.MO · 430726776-002
FIDELITY INVESTMENTS INSTITUTIONAL$131M
MORAN FOODS, LLCMO · 431283296-018
VOYA RETIREMENT INSURANCE & ANNUITY$117M
HEFFERNAN INSURANCE BROKERSCA · 942506099-001
QDRO CONSULTANTS COMPANY, LLC$110M
SAFRAN SEATS USA LLCTX · 522336242-003
CALVETTI FERGUSON$75M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
CENTENE CORPORATIONMO · 391864073-001
$4.7B67,132$29,4004y2
CHARTER COMMUNICATIONS, INC.NC · 841496755-001
$2.3B34,730$38,8502y-
GRAYBAR ELECTRIC COMPANY, INC.MO · 130794380-001
$2.0B11,961$14,0704y2
KEURIG DR PEPPER INC.TX · 980517725-010
$1.9B26,131$42,8501y3
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002
$1.7B10,619$20,0161y1
OLIN CORPORATIONMO · 131872319-032
$1.4B9,055$48,8253y-
PROTIVITI INCCA · 043661951-001
$814M6,496$25,14810y1
RGA REINSURANCE COMPANYMO · 431235868-001
$670M2,652$18,6381y2
NIDEC MOTOR CORPORATIONMO · 273330722-001
$650M6,019$20,4753y2
ROBERT HALF INC.CA · 941648752-002
$598M7,634$25,14810y1
Flag exposure
86.8%Market: 89.2%
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 (15)
Raw Schedule C names collapsed into ARMANINO LLP.
  • ARAMINO LLP
  • ARMAMINO LLP
  • ARMANINO
  • ARMANINO ADVISORY LLC
  • ARMANINO LLC
  • ARMANINO LLP
  • ARMANINO LP
  • ARMANINO MCKENNA LLP
  • ARMANINO, LLP
  • ARMANINO, LLP - TX
  • ARMANINO, LLP-TX
  • ARMANIXO LLP
  • ARMANNO LLP
  • ARMININO LLP
  • ARMINO LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 ARMANINO LLP's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated32.83%7.76%-4.93 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions3533.02%1.71%+31.31 pp
Failed to provide benefit87.55%0.14%+7.41 pp
Corrective distributions3432.08%1.76%+30.32 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with ARMANINO LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica