DANIEL A. WINTERS & COMPANY, CPAS
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+1 YoYRank #1362 of mapped providers
Assets under administration$23.5B0.0%Market share · rank #584
Fees received$881,929Median $44,819/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 DANIEL A. WINTERS & COMPANY, CPAS plan look like?
Service mix · median fees per plan
Count of plans where DANIEL A. WINTERS & COMPANY, CPAS 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 | 10 | $44,819 |
Competitor overlap
Percent of DANIEL A. WINTERS & COMPANY, 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 DANIEL A. WINTERS & COMPANY, CPAS.
| Sponsor | From | Assets |
|---|---|---|
BD OF TEES OF NECA LU NO 313 IBEW DEFERRED INCOME PLANPA · 510285774-002 | THE VANGUARD GROUP, INC. | $226M |
Plans lost in 2024
Appeared last year under DANIEL A. WINTERS & COMPANY, 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 |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $323,307 | 10y | 1 |
BD OF TRUSTEES OF THE ELEV CONSTU ANNUITY AND 401K RET PLANPA · 522125995-001 | $7.3B | 37,105 | $104,537 | 10y | 1 |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $221,129 | 10y | 1 |
BD OF TEES OF STEAMFITTERS LU NO 420 SRPPA · 232495379-002 | $728M | 8,006 | $65,319 | 10y | - |
BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLANPA · 232004424-001 | $644M | 5,303 | $99,820 | 10y | - |
BD TEES PLUMBERS LU 690 PEN FUNDPA · 236405018-001 | $284M | 1,673 | $24,318 | 10y | - |
BD OF TEES OF NECA LU NO 313 IBEW PENSION PLANPA · 516025969-001 | $234M | 1,460 | $12,887 | 9y | - |
BD OF TEES OF NECA LU NO 313 IBEW DEFERRED INCOME PLANPA · 510285774-002 | $226M | 1,432 | $14,079 | 7y | - |
BD OF TEES OF PLUMBERS LU NO 690 SRPPA · 232487320-003 | $156M | 1,800 | $7,802 | 10y | - |
BD OF TEES OF PLUMBERS LU 690 METAL TRADES PEN PLANPA · 236442844-001 | $20M | 300 | $8,731 | 6y | - |
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 (5)
Raw Schedule C names collapsed into DANIEL A. WINTERS & COMPANY, CPAS.
- DANIEL A. WINTERS
- DANIEL A. WINTERS & CO
- DANIEL A. WINTERS & COMPANY
- DANIEL A. WINTERS & COMPANY, CPA'S
- DANIEL A. WINTERS & COMPANY, CPAS
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 DANIEL A. WINTERS & COMPANY, 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 | 2 | 20.00% | 1.71% | +18.29 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 | 1 | 10.00% | 0.00% | +10.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DANIEL A. WINTERS & COMPANY, 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