CLARKE LANZEN SKALLA INVESTMENT FIR
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1Rank #6877 of mapped providers
Assets under administration$41M0.0%Market share · rank #8498
Fees received$39,515Median $39,515/planSum across Schedule C direct + indirect
Net wins YoY+00 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 CLARKE LANZEN SKALLA INVESTMENT FIR plan look like?
Service mix · median fees per plan
Count of plans where CLARKE LANZEN SKALLA INVESTMENT FIR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 1 | $39,515 |
Competitor overlap
Percent of CLARKE LANZEN SKALLA INVESTMENT FIR'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 CLARKE LANZEN SKALLA INVESTMENT FIR.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CLARKE LANZEN SKALLA INVESTMENT FIR; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RICHARD A. ALAIMO ASSOCIATESNJ · 221824833-001 | $41M | 142 | $39,515 | 2y | - |
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 (19)
Raw Schedule C names collapsed into CLARKE LANZEN SKALLA INVESTMENT FIR.
- CLARKE INS AGENCY INC
- CLARKE LANZA SKALLA INVESTMENT FIRM
- CLARKE LANZAN SKALLA INVEST
- CLARKE LANZAN SKALLA INVST FIRM LLC
- CLARKE LANZEN SKALLA
- CLARKE LANZEN SKALLA INV FIRM
- CLARKE LANZEN SKALLA INV FIRM LLC
- CLARKE LANZEN SKALLA INV. FIRM LLC
- CLARKE LANZEN SKALLA INVEST FIRM
- CLARKE LANZEN SKALLA INVESTEMENT
- CLARKE LANZEN SKALLA INVESTMENT
- CLARKE LANZEN SKALLA INVESTMENT FIR
- CLARKE LANZEN SKALLA INVESTMENTFIRM
- CLARKE LANZEN SKALLA INVESTMENTS
- CLARKE LANZEN SKALLA INVST FIRM
- CLARKE LANZEN SKALLA INVST FIRM, LL
- CLARKE LANZEN SKALLA INVSTMNTS FIRM
- CLARKE LANZEN SKALLS INVESTENT FIRM
- CLARKE SCHAEFER HACKETT
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 CLARKE LANZEN SKALLA INVESTMENT FIR'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 | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 CLARKE LANZEN SKALLA INVESTMENT FIR. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent