PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. BUTZEL LONG
All providers

BUTZEL LONG

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3Rank #2760 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2578
Fees received$30,718Median $8,355/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 BUTZEL LONG plan look like?
Service mix · median fees per plan
Count of plans where BUTZEL LONG ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Legal; Direct payment from the planCode 29
3$8,355
Competitor overlap
Percent of BUTZEL LONG'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 BUTZEL LONG.
SponsorFromAssets
MOTT CHILDREN'S HEALTH CENTERMI · 381878678-001
SAGEPOINT FINANCIAL INC$33M
Plans lost in 2024
Appeared last year under BUTZEL LONG; not this year.
SponsorToAssets
GENERAL WIRE SPRING COMPANYPA · 251646143-002
PNC BANK, N.A.$10M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
L'OREAL USA, INC.NJ · 221539735-003
$2.0B13,365$8,3558y1
LOREAL USA, INC.NJ · 221539735-002
$833M11,634$14,2009y-
MOTT CHILDREN'S HEALTH CENTERMI · 381878678-001
$33M289$8,1631y-
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 (8)
Raw Schedule C names collapsed into BUTZEL LONG.
  • BUTZEL & LONG
  • BUTZEL LAW FIRM
  • BUTZEL LONG
  • BUTZEL LONG ATTORNEYS AND COUNSELOR
  • BUTZEL LONG LEGAL FEES
  • BUTZEL LONG PC
  • BUTZEL LONG, A PROFESSIONAL CORP
  • BUTZEL LONG, A PROFESSIONAL CORPORA
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 BUTZEL LONG'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 terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions133.33%1.71%+31.62 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 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 BUTZEL LONG. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
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