ASPIRIANT LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+2 YoYRank #1755 of mapped providers
Assets under administration$8.0B0.0%Market share · rank #1401
Fees received$175,567Median $20,379/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 ASPIRIANT LLC plan look like?
Service mix · median fees per plan
Count of plans where ASPIRIANT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 6 | $22,095 | |
Consulting (general)Code 16 | 1 | $19,941 |
Competitor overlap
Percent of ASPIRIANT LLC'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 ASPIRIANT LLC.
| Sponsor | From | Assets |
|---|---|---|
CACI INTERNATIONAL, INC.VA · 541345888-002 | GRANT THORNTON LLP | $3.9B |
PROVIDENCE ANESTHESIOLOGY ASSOCIATES P.A.NC · 561748928-001 | FISHER INVESTMENTS | $124M |
Plans lost in 2024
Appeared last year under ASPIRIANT LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CACI INTERNATIONAL, INC.VA · 541345888-002 | $3.9B | 33,177 | $9,544 | 1y | - |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | $1.6B | 3,061 | $23,811 | 6y | 2 |
WILSON SONSINI GOODRICH & ROSATI, PCCA · 942451946-002 | $1.0B | 3,146 | $48,138 | 7y | - |
SCRIPPS CLINIC MEDICAL GROUP, INC.CA · 952885574-003 | $962M | 1,320 | $20,379 | 9y | 2 |
GORDON REES SCULLY MANSUKHANI, LLPCA · 941617026-001 | $450M | 3,394 | $36,070 | 7y | 2 |
PROVIDENCE ANESTHESIOLOGY ASSOCIATES P.A.NC · 561748928-001 | $124M | 348 | $17,684 | 1y | - |
RUDOLPH FOODS COMPANY, INC.OH · 341563471-001 | $41M | 942 | $19,941 | 9y | 1 |
Flag exposure
100.0%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 (3)
Raw Schedule C names collapsed into ASPIRIANT LLC.
- ASPIRIANT
- ASPIRIANT LLC
- ASPIRIANT, LLC
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 ASPIRIANT LLC'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 | 4 | 57.14% | 1.71% | +55.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 42.86% | 1.76% | +41.10 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 ASPIRIANT LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent