BRADY MARTZ & ASSOCIATES
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-6 YoYRank #868 of mapped providers
Assets under administration$5.9B0.0%Market share · rank #1690
Fees received$367,375Median $10,850/planSum across Schedule C direct + indirect
Net wins YoY-51 won · 6 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 BRADY MARTZ & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where BRADY MARTZ & ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 12 | $10,850 | |
Other services; Employee (plan)Code 30 | 2 | $110,596 | |
Direct payment from the planCode 50 | 2 | $9,750 |
Competitor overlap
Percent of BRADY MARTZ & 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 BRADY MARTZ & ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
MINNKOTA POWER COOPERATIVE, INC.ND · 450166406-003 | CHARLES SCHWAB & CO., INC. | $75M |
Plans lost in 2024
Appeared last year under BRADY MARTZ & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
ST. ALEXIUS MEDICAL CENTERND · 450226711-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $165M |
ALTRU HEALTH SYSTEMND · 450310462-001 | LEGAL & GENERAL INVESTMENT | $92M |
CROW WING COOPERATIVE POWER & LIGHT COMPANYMN · 410208552-011 | FIDELITY INVESTMENTS INSTITUTIONAL | $33M |
DAKOTA EYE INSTITUTE, PCND · 450413089-002 | MORGAN STANLEY SMITH BARNEY | $29M |
BLUE ROCK PRODUCTS CO.MT · 810297219-001 | FIRST STATE BANK & TRUST | $12M |
ECHELON GROUP, LLC, DBA OPOC.USOH · 880772314-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $195,773 | 2y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | $644M | 25,947 | $25,418 | 2y | - |
BUTLER MACHINERY COMPANYND · 450113700-004 | $231M | 1,295 | $11,000 | 10y | 1 |
CONSTRUCTION EMPLOYEES GROUP PROFITND · 456029203-001 | $123M | 2,605 | $23,700 | 5y | 2 |
MINNKOTA POWER COOPERATIVE, INC.ND · 450166406-002 | $90M | 401 | $5,357 | 7y | - |
MINNKOTA POWER COOPERATIVE, INC.ND · 450166406-003 | $75M | 483 | $6,400 | 4y | 1 |
VALLEY SENIOR LIVINGND · 450448164-002 | $34M | 647 | $11,400 | 6y | - |
LANGLAS & ASSOCIATES, INC.MT · 421037529-001 | $18M | 208 | $11,250 | 6y | - |
LEECH LAKE BAND OF OJIBWEMN · 411710892-003 | $17M | 1,507 | $20,650 | 2y | - |
AGRARIA INSURANCE COMPANYND · 450214096-003 | $14M | 148 | $3,227 | 4y | - |
Flag exposure
75.0%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 (21)
Raw Schedule C names collapsed into BRADY MARTZ & ASSOCIATES.
- BRADY MARTZ
- BRADY MARTZ & ASSOCIATED PC
- BRADY MARTZ & ASSOCIATES
- BRADY MARTZ & ASSOCIATES OC
- BRADY MARTZ & ASSOCIATES PC
- BRADY MARTZ & ASSOCIATES, P.C.
- BRADY MARTZ & ASSOCIATES, PC
- BRADY MARTZ AND ASSOCIATES
- BRADY MARTZ AND ASSOCIATES P.C.
- BRADY MARTZ AND ASSOCIATES PC
- BRADY MARTZ ASSOCIATES
- BRADY MARTZ, INC
- BRADY NELSON
- BRADY T WESTPHAL
- BRADY WARE & SCHOENFELD INC DBA BRA
- BRADY WARE & SCHONFIELD
- BRADY WARE AND SCHOENFEILD
- BRADY, MARTZ & ASSOCIATES
- BRADY, MARTZ & ASSOCIATES, P.C.
- BRADY, MARTZ AND ASSOCIATES, PC
- BRADY, MARTZ AND ASSOCIATES, PC CPA
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 BRADY MARTZ & 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 | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 18.75% | 1.76% | +16.99 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 BRADY MARTZ & 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
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).