CARON & BLETZER, PLLC
32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served214+16 YoYRank #107 of mapped providers
Assets under administration$42.8B0.1%Market share · rank #352
Fees received$3MMedian $12,920/planSum across Schedule C direct + indirect
Net wins YoY+1659 won · 43 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 CARON & BLETZER, PLLC plan look like?
Service mix · median fees per plan
Count of plans where CARON & BLETZER, PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 185 | $12,920 | |
Other feesCode 99 | 18 | $13,600 | |
LegalCode 29 | 3 | $19,800 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 2 | $2,625 | |
Consulting (general); LegalCode 16 | 2 | $20,858 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $7,000 | |
Investment advisory (plan)Code 27 | 1 | $500 | |
Investment management; Direct payment from the planCode 28 | 1 | $17,350 |
Competitor overlap
Percent of CARON & BLETZER, PLLC'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 CARON & BLETZER, PLLC.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL MEDICAL CARE, INC.MA · 042835488-002 | TEAL, BECKER & CHIARAMONTE CPAS PC | $4.4B |
THE S2 HR GROUP, LLCFL · 452441552-001 | SLAVIC INTEGRATED ADMINISTRATION | $1.0B |
DANA-FARBER CANCER INSTITUTE, INC.MA · 042263040-004 | STRATEGIC ADVISORS, INC. | $870M |
BABSON COLLEGEMA · 042103544-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $478M |
DATADOG, INC.NY · 272825503-001 | FORVIS, LLP | $301M |
TMK GLOBAL HOLDINGS, LLCMA · 320240384-002 | CITRIN COOPERMAN | $245M |
STURDY MEMORIAL HOSPITAL, INC.MA · 042768252-002 | FINANCIAL ENGINES | $218M |
COMPASS, INC.NY · 300751604-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $172M |
WINN MANAGEMENT GROUP LLCMA · 042582550-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $158M |
CSC SERVICEWORKS, INC.NY · 530188589-001 | GLOBAL RETIREMENT PARTNERS LLC | $133M |
Plans lost in 2024
Appeared last year under CARON & BLETZER, PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
VERTEX PHARMACEUTICALS INCORPORATEDMA · 043039129-001 | CAPFINANCIAL PARTNERS LLC | $1.1B |
RENTOKIL NORTH AMERICA, INC.PA · 231568350-005 | USI CONSULTING GROUP | $633M |
JENSEN HUGHES, INC.MD · 521199515-001 | T ROWE PRICE RPS INC | $228M |
STANDEX INTERNATIONAL CORPORATIONNH · 310596149-050 | STRATEGIC ADVISORS, INC. | $106M |
CONSTANT CONTACT, INC.MA · 043285398-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $99M |
CARDONE INDUSTRIES, INC.OH · 233000982-003 | BOBER MARKEY FEDOROVICH & COMPANY | $96M |
UFP TECHNOLOGIES, INC.MA · 042314970-001 | MINUTEMAN PRESS | $52M |
HITCHINER MANUFACTURING CO., INC.NH · 020212349-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $52M |
CARDONE INDUSTRIES, INC.PA · 233000982-002 | MIDWEST INSTITUTIONAL TRUST COMPANY | $50M |
ASTRODYNE CORPORATIONNJ · 043145157-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $42M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL MEDICAL CARE, INC.MA · 042835488-002 | $4.4B | 71,611 | $12,000 | 1y | 3 |
NTT DATA AMERICAS, INC.TX · 042437166-003 | $2.7B | 22,449 | $34,500 | 9y | 2 |
CGI TECHNOLOGIES AND SOLUTIONS, INC.VA · 540856778-001 | $2.4B | 18,843 | $52,770 | 6y | 1 |
BERTELSMANN, INC.NY · 952949493-004 | $2.0B | 14,913 | $21,255 | 10y | 3 |
CSI USA INC.IL · 320671474-001 | $1.6B | 18,022 | $36,000 | 1y | 1 |
SOUTHCOAST HOSPITALS GROUP, INC.MA · 222592333-001 | $1.1B | 10,174 | $20,500 | 6y | 2 |
THE S2 HR GROUP, LLCFL · 452441552-001 | $1.0B | 40,710 | $17,500 | 1y | 1 |
DANA-FARBER CANCER INSTITUTE, INC.MA · 042263040-003 | $930M | 10,251 | $25,025 | 10y | - |
CAPE COD HEALTHCARE, INC.MA · 222600704-003 | $929M | 6,696 | $14,535 | 10y | 1 |
DANA-FARBER CANCER INSTITUTE, INC.MA · 042263040-004 | $870M | 13,499 | $18,525 | 9y | - |
Flag exposure
82.7%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 (32)
Raw Schedule C names collapsed into CARON & BLETZER, PLLC.
- CARON & BELTZER
- CARON & BELTZER PLLC
- CARON & BELTZER, PLLC
- CARON & BELTZER. PLLC
- CARON & BLENTZER, PLLC
- CARON & BLETER, PLLC
- CARON & BLETZER
- CARON & BLETZER LLC
- CARON & BLETZER PLLC
- CARON & BLETZER PLLC.
- CARON & BLETZER TS, PLLC
- CARON & BLETZER, PLC
- CARON & BLETZER, PLCC
- CARON & BLETZER, PLLC
- CARON & BLETZER, PPLC
- CARON & BLETZER,PLLC
- CARON & BLETZR, PLLC
- CARON & BLEYZER PLLC
- CARON & BLEZTER, PLLC
- CARON AND BELTZER PLLC
- CARON AND BLETZER
- CARON AND BLETZER PLLC
- CARON AND BLETZER PPLC
- CARON AND BLETZER, PLLC
- CARON BIETZER, PLLC
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 CARON & BLETZER, PLLC'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 | 5 | 2.34% | 7.76% | -5.43 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 70 | 32.71% | 1.71% | +31.00 pp |
| Failed to provide benefit | 9 | 4.21% | 0.14% | +4.07 pp |
| Corrective distributions | 73 | 34.11% | 1.76% | +32.35 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 CARON & BLETZER, PLLC. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).