DIANE FITZBERGER
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2596 of mapped providers
Assets under administration$2.6B0.0%Market share · rank #2702
Fees received$98,060Median $11,950/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 DIANE FITZBERGER plan look like?
Service mix · median fees per plan
Count of plans where DIANE FITZBERGER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan sponsor); Direct payment from the planCode 35 | 2 | $7,004 | |
Accounting (including auditing)Code 10 | 1 | $16,425 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $67,628 |
Competitor overlap
Percent of DIANE FITZBERGER'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 DIANE FITZBERGER.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DIANE FITZBERGER; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PENSION PLAN OF LOCAL 464ANJ · 226051600-001 | $1.2B | 21,542 | $16,425 | 5y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUNDNJ · 226220288-001 | $562M | 2,904 | $67,628 | 6y | - |
BOARD OF TRUSTEES OF M.M.&P. INDIVIDUAL RETIREMENT ACCOUNT PLANMD · 133021839-001 | $523M | 4,737 | $6,533 | 10y | - |
BOARD OF TRUSTEES OF MASTERS, MATES & PILOTS PENSION PLANMD · 136372630-001 | $328M | 4,220 | $7,474 | 10y | - |
Flag exposure
75.0%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 (16)
Raw Schedule C names collapsed into DIANE FITZBERGER.
- DIANE BOTTA
- DIANE COLON
- DIANE DOTY
- DIANE E PETITTA
- DIANE FERCHLAND
- DIANE FITZBERGER
- DIANE FLORIAN
- DIANE GOODE
- DIANE HANSEN
- DIANE IANNUCCI
- DIANE KLOBUKOWSKI
- DIANE M GOODE
- DIANE OLIVER
- DIANE RODDY
- DIANE ROGERS
- DIANE ROSSO
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 DIANE FITZBERGER'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 DIANE FITZBERGER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent