CHAS P SMITH & ASSOCIATES PA CPAS
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3136 of mapped providers
Assets under administration$2.0B0.0%Market share · rank #3073
Fees received$116,218Median $38,381/planSum across Schedule C direct + indirect
Net wins YoY+11 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 CHAS P SMITH & ASSOCIATES PA CPAS plan look like?
Service mix · median fees per plan
Count of plans where CHAS P SMITH & ASSOCIATES PA CPAS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $55,576 | |
Consulting (general)Code 16 | 1 | $5,067 |
Competitor overlap
Percent of CHAS P SMITH & ASSOCIATES PA CPAS'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 CHAS P SMITH & ASSOCIATES PA CPAS.
| Sponsor | From | Assets |
|---|---|---|
HOLLAND & KNIGHT LLPFL · 590663819-001 | FLORIDA ATLANTIC S.C | $2.0B |
Plans lost in 2024
Appeared last year under CHAS P SMITH & ASSOCIATES PA CPAS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HOLLAND & KNIGHT LLPFL · 590663819-001 | $2.0B | 5,258 | $5,067 | 9y | 2 |
PEACE RIVER CENTER FOR PERSONAL DEVELOPMENT, INC.FL · 590818924-004 | $16M | 565 | $72,770 | 8y | - |
SOUTHEASTERN CONSTRUCTION & MAINTENANCE, INC.FL · 591381065-002 | $9M | 283 | $38,381 | 2y | 1 |
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 (6)
Raw Schedule C names collapsed into CHAS P SMITH & ASSOCIATES PA CPAS.
- CHAS P SMITH & ASSOCIATES PA CPAS
- CHAS P SMITH ASSOC
- CHAS P SMITH&ASSOCIATES PA CPAS
- CHAS P. SMITH & ASSOCIATES
- CHAS P. SMITH ASSOC
- CHAS R. SMITH ASSOC
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 CHAS P SMITH & ASSOCIATES PA CPAS'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 33.33% | 0.14% | +33.19 pp |
| Corrective distributions | 2 | 66.67% | 1.76% | +64.91 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 CHAS P SMITH & ASSOCIATES PA CPAS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent