DIETRICH & ASSOCIATES
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #4797 of mapped providers
Assets under administration$00.0%Market share · rank #11185
Fees received$164,514Median $59,514/planSum across Schedule C direct + indirect
Net wins YoY+02 won · 2 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 DIETRICH & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where DIETRICH & ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $75,000 | |
Consulting (general)Code 16 | 1 | $30,000 | |
Insurance agents and brokers; Insurance brokerage commissions and feesCode 22 | 1 | $59,514 |
Competitor overlap
Percent of DIETRICH & ASSOCIATES'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 DIETRICH & ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
STERLING DRIVE VENTURES, L.P.PA · 232688026-001 | PRINCIPAL LIFE INSURANCE COMPANY | $0 |
NATIONAL MACHINERY LLCOH · 030400206-001 | SMS RETIREMENT | $0 |
Plans lost in 2024
Appeared last year under DIETRICH & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
CHELSEA INDUSTRIES, INC.RI · 042322590-001 | (new plan) | $1M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL MACHINERY LLCOH · 030400206-001 | $0 | 0 | $75,000 | 1y | 1 |
STERLING DRIVE VENTURES, L.P.PA · 232688026-001 | $0 | 0 | $59,514 | 1y | 1 |
MORRIS HOLDINGS LLCMA · 010627727-001 | $0 | 0 | $30,000 | 1y | 1 |
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 (6)
Raw Schedule C names collapsed into DIETRICH & ASSOCIATES.
- DIETRICH
- DIETRICH & ASSOCIATES
- DIETRICH & ASSOCIATES, INC
- DIETRICH & ASSOCIATES, INC.
- DIETRICH ANNUITY
- DIETRICH, CYNTHIA
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 DIETRICH & ASSOCIATES'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 | 3 | 100.00% | 7.76% | +92.24 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 DIETRICH & ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent