FIDUCIENT ADVISORS LLC
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served377+37 YoYRank #74 of mapped providers
Assets under administration$134.3B0.1%Market share · rank #109
Fees received$18MMedian $41,250/planSum across Schedule C direct + indirect
Net wins YoY+3581 won · 46 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 FIDUCIENT ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where FIDUCIENT ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 200 | $40,919 | |
Other fees; Investment managementCode 28 | 65 | $39,731 | |
Other fees; Investment advisory (plan); Consulting (general)Code 16 | 56 | $47,019 | |
Other feesCode 99 | 20 | $33,125 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 11 | $35,100 | |
Direct payment from the plan; Investment management fees paid directly by plan; Consulting (pension); Investment advisory (plan)Code 17 | 5 | $47,100 | |
Trustee (individual)Code 20 | 4 | $29,650 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $33,750 |
Competitor overlap
Percent of FIDUCIENT ADVISORS 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 FIDUCIENT ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
ENDEAVOR HEALTHIL · 874520691-001 | AMERICAN FUNDS | $2.3B |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $2.1B |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-001 | T ROWE PRICE RPS INC | $1.8B |
EVONIK CORPORATIONNJ · 630673043-002 | DIMEO SCHNEIDER & ASSOCIATES LLC | $1.5B |
ROPES & GRAY LLPMA · 042233412-007 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.4B |
KING & SPALDING LLPGA · 580520153-001 | AVIDIAN WEALTH SOLUTIONS LLC | $1.3B |
CIRCANA, LLCIL · 362947987-001 | PARK AVENUE SECURITIES LLC | $892M |
VENABLE LLPMD · 520517250-003 | CHARLES SCHWAB & CO., INC. | $766M |
LEGRAND HOLDING, INC.CT · 980065554-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $722M |
NOBLIS, INC.VA · 541781521-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $533M |
Plans lost in 2024
Appeared last year under FIDUCIENT ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-007 | UBS FINANCIAL SERVICES INC | $1.5B |
FOLEY & LARDNER LLPWI · 390473800-007 | DIMEO SCHNEIDER & ASSOCIATES LLC | $1.3B |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-005 | UBS FINANCIAL SERVICES INC | $1.0B |
CLEVELAND-CLIFFS STEEL CORPORATIONOH · 311267098-005 | UBS FINANCIAL SERVICES INC | $732M |
CLEVELAND-CLIFFS STEEL CORPORATIONOH · 311267098-007 | UBS FINANCIAL SERVICES INC | $536M |
SWARTHMORE COLLEGEPA · 231352683-001 | MMA SECURITIES LLC | $425M |
NATIONAL LIFE INSURANCE COMPANYVT · 030144090-004 | PRINCIPAL LIFE INSURANCE COMPANY | $298M |
CLEVELAND-CLIFFS INC.OH · 341464672-010 | UBS FINANCIAL SERVICES INC | $255M |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | DIMEO SCHNEIDER & ASSOCIATES LLC | $229M |
U.S. SILICA COMPANYTX · 230958670-029 | DIMEO SCHNEIDER & ASSOCIATES LLC | $193M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRINET HR III, INC.CA · 481304650-334 | $8.7B | 238,170 | $59,538 | 4y | 2 |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-002 | $4.5B | 20,290 | $142,500 | 2y | - |
ANHEUSER-BUSCH COMPANIES, LLCMO · 431162835-059 | $3.6B | 21,016 | $100,016 | 4y | 1 |
TRINET HR IV, LLCCA · 133867443-333 | $3.0B | 42,129 | $59,538 | 3y | 1 |
HARTFORD HEALTHCARE CORPORATIONCT · 222672834-003 | $2.9B | 36,053 | $77,003 | 2y | - |
NOVO NORDISK INC.NJ · 061061602-001 | $2.5B | 11,320 | $48,656 | 3y | 2 |
ENDEAVOR HEALTHIL · 874520691-001 | $2.3B | 33,877 | $7,500 | 1y | 1 |
UNITED RENTALS (NORTH AMERICA), INC.CT · 860933835-001 | $2.3B | 27,666 | $49,429 | 4y | 1 |
ESSENTIA HEALTHMN · 200360007-002 | $2.2B | 20,507 | $137,720 | 4y | 1 |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | $2.1B | 15,353 | $72,500 | 1y | 1 |
Flag exposure
79.0%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 (11)
Raw Schedule C names collapsed into FIDUCIENT ADVISORS LLC.
- FIDUCIENT
- FIDUCIENT ADVISOR LLC
- FIDUCIENT ADVISORS
- FIDUCIENT ADVISORS (FORMERLY DIMEO)
- FIDUCIENT ADVISORS LLC
- FIDUCIENT ADVISORS LLC,
- FIDUCIENT ADVISORS, LLC
- FIDUCIENT ADVISORS, LLC.
- FIDUCIENT INVESTMENT ADVISORS
- FIDUCIENT INVESTMENT ADVISORS, LLC
- FIDUCIENT/DIMEO
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 FIDUCIENT ADVISORS 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 | 17 | 4.51% | 7.76% | -3.25 pp |
| Fidelity bond gap | 2 | 0.53% | 26.94% | -26.41 pp |
| Late contributions | 60 | 15.92% | 1.71% | +14.20 pp |
| Failed to provide benefit | 12 | 3.18% | 0.14% | +3.04 pp |
| Corrective distributions | 89 | 23.61% | 1.76% | +21.85 pp |
| Loss discovered | 1 | 0.27% | 0.00% | +0.26 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FIDUCIENT ADVISORS LLC. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).