CLARK, SCHAEFER, HACKETT & CO.
60 known aliases resolved via the canonical alias map
Market position · 2024
Plans served90+3 YoYRank #217 of mapped providers
Assets under administration$26.6B0.0%Market share · rank #505
Fees received$2MMedian $15,197/planSum across Schedule C direct + indirect
Net wins YoY+420 won · 16 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 CLARK, SCHAEFER, HACKETT & CO. plan look like?
Service mix · median fees per plan
Count of plans where CLARK, SCHAEFER, HACKETT & CO. 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 | 71 | $16,250 | |
Direct payment from the plan; Contract AdministratorCode 13 | 7 | $6,220 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Recordkeeping feesCode 15 | 4 | $8,620 | |
Custodial (securities)Code 19 | 2 | $13,500 | |
Other services; Other commissionsCode 49 | 2 | $18,154 | |
Other feesCode 99 | 2 | $9,917 | |
ActuarialCode 11 | 1 | $16,000 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $11,750 |
Competitor overlap
Percent of CLARK, SCHAEFER, HACKETT & CO.'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 CLARK, SCHAEFER, HACKETT & CO..
| Sponsor | From | Assets |
|---|---|---|
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-333 | SERVICES MANAGEMENT CORPORATION | $2.5B |
ANHEUSER-BUSCH, LLC AND THE INT'L BROTHERHOOD OF TEAMSTERSMO · 430161000-037 | THE VANGUARD GROUP, INC. | $505M |
DINSMORE & SHOHL LLPOH · 310263070-003 | MARINER LLC | $472M |
VORYS, SATER, SEYMOUR AND PEASE LLPOH · 314333125-002 | HUNTINGTON NATIONAL BANK | $436M |
CHEMED CORPORATIONOH · 310791746-104 | PLANTE & MORAN, PLLC | $371M |
BILLERUD AMERICAS CORPOH · 753217389-005 | NATIONAL FINANCIAL SERVICES | $336M |
VIBRANTZ CORPORATIONTX · 340217820-007 | SEI INVESTMENTS | $126M |
BURKE, INC.OH · 311271870-001 | STRATEGIC ADVISORS, INC. | $111M |
HAWAIIAN TELCOM COMMUNICATIONS, INC.HI · 161710376-001 | (new plan) | $70M |
ST. XAVIER HIGH SCHOOL, INC.OH · 310537511-002 | MORGAN STANLEY SMITH BARNEY | $59M |
Plans lost in 2024
Appeared last year under CLARK, SCHAEFER, HACKETT & CO.; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $5.4B |
MACYS INCOH · 133324058-012 | MERRILL LYNCH PIERCE FENNER & SMITH | $2.0B |
LENNOX INTERNATIONAL INC.TX · 420991521-042 | STRATEGIC ADVISORS, INC. | $732M |
STOROPACK, INC.OH · 042637050-001 | PENSION CORPORATION OF AMERICA | $38M |
TALBERT HOUSEOH · 310713350-008 | TALBERT HOUSE | $28M |
F.C. INDUSTRIES, INC.OH · 311264992-001 | PENSION CORPORATION OF AMERICA | $17M |
INTERIOR SUPPLY, INC.OH · 311248412-001 | ADP BROKER-DEALER | $16M |
DAVE WHITE CHEVROLET, INC.OH · 340869041-002 | SCHNEIDER DOWNS & CO., INC. | $13M |
THE CHAMPION COMPANY AND ADDITIONAL SUBSCRIBERSOH · 311253370-001 | (new plan) | $6M |
FORTERRA NWWA · 943112461-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MACYS, INC.OH · 133324058-013 | $4.6B | 163,125 | $47,800 | 8y | - |
ANHEUSER-BUSCH COMPANIES, LLCMO · 431162835-059 | $3.6B | 21,016 | $29,500 | 8y | 1 |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-333 | $2.5B | 15,848 | $33,497 | 1y | - |
AMERICAN FINANCIAL GROUP, INC.OH · 311544320-001 | $2.3B | 10,455 | $19,700 | 7y | 1 |
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYOH · 316038516-001 | $1.2B | 8,620 | $79,586 | 10y | - |
UNIVERSITY OF DAYTONOH · 310536715-001 | $667M | 6,345 | $21,250 | 10y | - |
CAPGEMINI AMERICA INCIL · 222575929-006 | $617M | 4,000 | $11,750 | 6y | - |
PREMIER HEALTH PARTNERSOH · 311446699-002 | $571M | 15,445 | $15,500 | 9y | - |
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYOH · 316108920-001 | $533M | 8,817 | $61,262 | 10y | - |
BOT OF BREWERY CONFERENCE/ANHEUSER BUSCH DEFINED BENEFIT PENSION PLANMO · 436026016-001 | $522M | 2,837 | $25,250 | 5y | - |
Flag exposure
81.1%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 (60)
Raw Schedule C names collapsed into CLARK, SCHAEFER, HACKETT & CO..
- CLARCK SHAEFFER HACKETT CPAS & ADVI
- CLARK & BURNETTE WEALTH MANAGEMENT
- CLARK & COMPANY
- CLARK , SCHAEFER HACKETT
- CLARK GRAVE VAULT COMPANY
- CLARK LANZEN SKALLA
- CLARK LANZEN SKALLA INVESTMENT FIRM
- CLARK LANZEN SKALLA INVESTMENTS
- CLARK LAW GROUP
- CLARK NUBER PS91-119
- CLARK NUBER, PD
- CLARK PACIFIC A CALIFORNIA GENERAL
- CLARK SCHAEFER & HACKETT
- CLARK SCHAEFER HACKET
- CLARK SCHAEFER HACKET & CO
- CLARK SCHAEFER HACKET & COMPANY
- CLARK SCHAEFER HACKETT
- CLARK SCHAEFER HACKETT & CO
- CLARK SCHAEFER HACKETT & CO.
- CLARK SCHAEFER HACKETT & COMPANY
- CLARK SCHAEFER HACKETT AND CO
- CLARK SCHAEFER HACKETT CPAS & ADVIS
- CLARK SCHAEFER HACKETT CPAS BUSINES
- CLARK SCHAEFER HACKETT.
- CLARK SCHAEFER, HACKETT & CO
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 CLARK, SCHAEFER, HACKETT & CO.'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 | 1 | 1.11% | 7.76% | -6.65 pp |
| Fidelity bond gap | 1 | 1.11% | 26.94% | -25.83 pp |
| Late contributions | 5 | 5.56% | 1.71% | +3.84 pp |
| Failed to provide benefit | 2 | 2.22% | 0.14% | +2.08 pp |
| Corrective distributions | 15 | 16.67% | 1.76% | +14.91 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 CLARK, SCHAEFER, HACKETT & CO.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).