ERIC J. FERNANDEZ & CO.
27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-3 YoYRank #1086 of mapped providers
Assets under administration$10.6B0.0%Market share · rank #1101
Fees received$409,203Median $25,036/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 ERIC J. FERNANDEZ & CO. plan look like?
Service mix · median fees per plan
Count of plans where ERIC J. FERNANDEZ & CO. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 5 | $26,071 | |
Employee (plan); Direct payment from the planCode 30 | 3 | $75,689 | |
Legal; Direct payment from the planCode 29 | 2 | $23,925 | |
Plan AdministratorCode 14 | 1 | $41 | |
Trustee (individual); Direct payment from the planCode 20 | 1 | $20,490 |
Competitor overlap
Percent of ERIC J. FERNANDEZ & CO.'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 ERIC J. FERNANDEZ & CO..
| Sponsor | From | Assets |
|---|---|---|
PHILLY TRANSPORTATION, LLCPA · 861166955-001 | PTS ASSET MGMT SEC REG INVEST ADV | $3M |
Plans lost in 2024
Appeared last year under ERIC J. FERNANDEZ & CO.; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | VERUS | $622M |
BOARD OF TRUSTEES OF MASTERS, MATES & PILOTS PENSION PLANMD · 136372630-001 | MARINER LLC | $332M |
ODIN, FELDMAN & PITTLEMAN, P.C.VA · 540911409-002 | CAPFINANCIAL PARTNERS LLC | $41M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $66,268 | 2y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $75,689 | 2y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $20,490 | 10y | - |
BOARD OF TRUSTEES, 701 PENSION FUNDIL · 366455509-001 | $528M | 2,779 | $10,950 | 10y | - |
TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUNDIL · 363306560-002 | $489M | 1,254 | $29,875 | 10y | - |
TRUSTEES OF IBEW LOCAL NO. 117 PENSION FUNDIL · 366474808-001 | $253M | 917 | $30,376 | 10y | - |
BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSIONMI · 362882653-001 | $172M | 1,088 | $26,071 | 10y | - |
TRUSTEES OF MIAMI IRONWORKERS LOCAL #272 PENSION TRUST FUNDFL · 596486074-015 | $86M | 1,344 | $23,849 | 9y | - |
PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEESPA · 232774706-001 | $73M | 2,102 | $81,964 | 8y | - |
LOCAL 1964 ILA RETIREMENT FUNDNJ · 226244648-001 | $47M | 1,732 | $24,000 | 4y | - |
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 (27)
Raw Schedule C names collapsed into ERIC J. FERNANDEZ & CO..
- ERIC A HEUSER
- ERIC A METZMAN
- ERIC BAEZ RODRIGUEZ
- ERIC BROOKS
- ERIC COHEN & ASSOCIATES PC
- ERIC COHEN & ASSOCIATES PC DBA TA E
- ERIC COHEN & ASSOCIATES PC DBA TIA
- ERIC FAUST
- ERIC FIELDS
- ERIC FONTENOT
- ERIC HEUSER
- ERIC J. FERNANDEZ & CO
- ERIC J. FERNANDEZ & CO.
- ERIC J. FERNANDEZ & CO. CPA'S
- ERIC JONES
- ERIC M HARRIS, ESQ. P.C.
- ERIC M. P. TANG INC. DBA PORTFOLIO
- ERIC M.P TANG INC.
- ERIC MCCOLLUM
- ERIC OLEAN
- ERIC SCHECKLER
- ERIC SORENSON
- ERIC TEN BROECK LLC
- ERIC WEISS
- ERIC ZAMBO
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 ERIC J. FERNANDEZ & CO.'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 ERIC J. FERNANDEZ & CO.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent