DIMEO SCHNEIDER & ASSOCIATES LLC
66 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26-7 YoYRank #556 of mapped providers
Assets under administration$7.2B0.0%Market share · rank #1330
Fees received$885,584Median $21,357/planSum across Schedule C direct + indirect
Net wins YoY-412 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 DIMEO SCHNEIDER & ASSOCIATES LLC plan look like?
Service mix · median fees per plan
Count of plans where DIMEO SCHNEIDER & ASSOCIATES LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other feesCode 27 | 13 | $19,572 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 4 | $28,047 | |
Other fees; Consulting (general)Code 16 | 4 | $11,326 | |
Other fees; Consulting (pension); Investment advisory (plan)Code 17 | 2 | $72,900 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $39,384 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 1 | $37,500 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $10,823 |
Competitor overlap
Percent of DIMEO SCHNEIDER & ASSOCIATES LLC'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 DIMEO SCHNEIDER & ASSOCIATES LLC.
| Sponsor | From | Assets |
|---|---|---|
FOLEY & LARDNER LLPWI · 390473800-007 | FIDUCIENT ADVISORS LLC | $1.5B |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | FIDUCIENT ADVISORS LLC | $261M |
TRUE VALUE COMPANYIL · 362099896-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $223M |
U.S. SILICA COMPANYTX · 230958670-029 | FIDUCIENT ADVISORS LLC | $215M |
NIXON PEABODY LLPNY · 160764720-025 | FIDUCIENT ADVISORS LLC | $204M |
NEW ENGLAND INSTITUTE OF TECHNOLOGYRI · 050312747-001 | FIDUCIARY INVESTMENT ADVISORS | $80M |
FXI, INC.PA · 270283137-001 | FIDUCIENT ADVISORS LLC | $78M |
BOWDITCH & DEWEY, LLPMA · 042297674-001 | FIDUCIENT ADVISORS LLC | $70M |
THE ARTHUR G. RUSSELL COMPANY, INC.CT · 060996719-002 | FIDUCENT ADVISORS | $30M |
LEGRAND HOLDING, INC.CT · 980065554-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $29M |
Plans lost in 2024
Appeared last year under DIMEO SCHNEIDER & ASSOCIATES LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
NOVO NORDISK INC.NJ · 061061602-001 | CHARLES SCHWAB & CO., INC. | $2.3B |
EVONIK CORPORATIONNJ · 630673043-002 | FIDUCIENT ADVISORS LLC | $1.4B |
ALSTOM TRANSPORT HOLDING US INC.PA · 203999346-009 | VERRILL DANA LLP | $674M |
BOARD OF TRUSTEES, INTERNATIONAL ASSOCIATION PENSION PLANIL · 526128563-002 | FIDUCIENT ADVISORS LLC | $383M |
OVERHEAD DOOR CORPORATIONTX · 350564120-022 | FIDUCIENT ADVISORS LLC | $258M |
BROWN RUDNICK LLPMA · 043108175-003 | FIDUCIENT ADVISORS LLC | $128M |
ROEHM AMERICA LLCNJ · 320252469-001 | FIDUCIENT ADVISORS LLC | $112M |
MCLANE MIDDLETON, PROFESSIONAL ASSOCIATIONNH · 020325043-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $75M |
OUP USANY · 986001062-003 | FID INV INST OPS CO | $70M |
SEYFARTH SHAW LLPIL · 362152202-008 | CHARLES SCHWAB & CO., INC. | $60M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NC TRANSACTION, INC.NY · 461138762-001 | $3.7B | 14,148 | $168,299 | 5y | 1 |
LEGRAND HOLDING, INC.CT · 980065554-001 | $722M | 6,145 | $17,261 | 4y | - |
MAGNIT GLOBAL SOLUTIONS, INC.CA · 273835632-001 | $484M | 33,950 | $102,050 | 3y | 1 |
DISTRIBUTION SOLUTIONS GROUP, INCIL · 362229304-001 | $305M | 3,866 | $23,142 | 8y | 2 |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | $261M | 7,002 | $65,000 | 7y | 3 |
ECLINICALWORKS, LLCMA · 043461392-001 | $241M | 1,825 | $48,380 | 4y | - |
ARXADA, LLCNJ · 135665861-005 | $225M | 1,264 | $7,400 | 2y | - |
TRUE VALUE COMPANYIL · 362099896-001 | $223M | 2,878 | $45,101 | 1y | 2 |
U.S. SILICA COMPANYTX · 230958670-029 | $215M | 2,593 | $19,572 | 2y | 1 |
NIXON PEABODY LLPNY · 160764720-025 | $204M | 830 | $18,442 | 5y | 1 |
Flag exposure
80.8%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 (66)
Raw Schedule C names collapsed into DIMEO SCHNEIDER & ASSOCIATES LLC.
- CDERMOTT WILL & EMERY
- CLOSED DLR-FIDUCIARY INVESTMENT
- DEMEO SCHNEIDER & ASSOCIATES
- DI MEO SCHNEIDER & ASSOCIATES LLC
- DI MEO, SCHNEIDER, & ASSOCIATES
- DIEMEO SCHNEIDER & ASSOCIATES LLC
- DIMEI SCHNEIDER & ASSOCIATES
- DIMEO SCHEIDER & ASSOC
- DIMEO SCHEIDER & ASSOCIATES
- DIMEO SCHEIDER & ASSOCIATES LLC
- DIMEO SCHNEIDER
- DIMEO SCHNEIDER & ACCOCIATES, LLC
- DIMEO SCHNEIDER & AMP ASSOCIATES
- DIMEO SCHNEIDER & AS
- DIMEO SCHNEIDER & ASS LLC
- DIMEO SCHNEIDER & ASSOC., L.L.C.
- DIMEO SCHNEIDER & ASSOCI
- DIMEO SCHNEIDER & ASSOCIAT
- DIMEO SCHNEIDER & ASSOCIATE
- DIMEO SCHNEIDER & ASSOCIATED LLC
- DIMEO SCHNEIDER & ASSOCIATES
- DIMEO SCHNEIDER & ASSOCIATES CO
- DIMEO SCHNEIDER & ASSOCIATES INC
- DIMEO SCHNEIDER & ASSOCIATES L
- DIMEO SCHNEIDER & ASSOCIATES L.L.C.
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 DIMEO SCHNEIDER & ASSOCIATES LLC'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 | 2 | 7.69% | 7.76% | -0.07 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 7.69% | 1.71% | +5.98 pp |
| Failed to provide benefit | 3 | 11.54% | 0.14% | +11.40 pp |
| Corrective distributions | 10 | 38.46% | 1.76% | +36.70 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 DIMEO SCHNEIDER & ASSOCIATES LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent