ARY ROEPCKE MULCHAEY, P.C.
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #1771 of mapped providers
Assets under administration$8.3B0.0%Market share · rank #1370
Fees received$261,022Median $32,829/planSum across Schedule C direct + indirect
Net wins YoY-11 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 ARY ROEPCKE MULCHAEY, P.C. plan look like?
Service mix · median fees per plan
Count of plans where ARY ROEPCKE MULCHAEY, P.C. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 6 | $32,829 |
Competitor overlap
Percent of ARY ROEPCKE MULCHAEY, P.C.'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 ARY ROEPCKE MULCHAEY, P.C..
| Sponsor | From | Assets |
|---|---|---|
HOLOWICKI ENTERPRISES DBA MCDONALDSOH · 311177272-001 | BUDROS, RUHLIN & ROE, INC. | $4M |
Plans lost in 2024
Appeared last year under ARY ROEPCKE MULCHAEY, P.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
CLARK GRAVE VAULT COMPANYOH · 314149350-004 | CLARK, SCHAEFER, HACKETT & CO. | $18M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARDINAL HEALTH, INC.OH · 310958666-055 | $4.8B | 40,800 | $122,010 | 10y | - |
HUNTINGTON BANCSHARES INCORPORATEDOH · 310724920-002 | $2.4B | 25,595 | $54,000 | 8y | 1 |
TWILIO INC.CA · 262574840-001 | $629M | 5,753 | $33,000 | 3y | 1 |
ABERCROMBIE & FITCH CO.OH · 311469076-001 | $488M | 45,073 | $32,657 | 10y | - |
CARDINAL HEALTH, INC.OH · 310958666-062 | $52M | 821 | $10,155 | 7y | - |
HOLOWICKI ENTERPRISES DBA MCDONALDSOH · 311177272-001 | $4M | 601 | $9,200 | 1y | 2 |
Flag exposure
66.7%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 (4)
Raw Schedule C names collapsed into ARY ROEPCKE MULCHAEY, P.C..
- ARY ROEPCKE MUCHAEY P.C.
- ARY ROEPCKE MULCHAEY
- ARY ROEPCKE MULCHAEY PC
- ARY ROEPCKE MULCHAEY, P.C.
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 ARY ROEPCKE MULCHAEY, P.C.'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 | 1 | 16.67% | 26.94% | -10.27 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 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 ARY ROEPCKE MULCHAEY, P.C.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent