FIONDELLA, MILONE & LASARACINA LLP
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+1 YoYRank #1227 of mapped providers
Assets under administration$11.1B0.0%Market share · rank #1084
Fees received$352,046Median $36,400/planSum across Schedule C direct + indirect
Net wins YoY+13 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 FIONDELLA, MILONE & LASARACINA LLP plan look like?
Service mix · median fees per plan
Count of plans where FIONDELLA, MILONE & LASARACINA LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 9 | $36,400 | |
ActuarialCode 11 | 1 | $41,164 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Consulting fees; Consulting (pension); Direct payment from the planCode 15 | 1 | $10,500 |
Competitor overlap
Percent of FIONDELLA, MILONE & LASARACINA LLP'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 FIONDELLA, MILONE & LASARACINA LLP.
| Sponsor | From | Assets |
|---|---|---|
MTD PRODUCTS INCOH · 061650267-302 | UBS FINANCIAL SERVICES INC | $101M |
CIDRA HOLDINGS LLCCT · 262180983-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $37M |
Plans lost in 2024
Appeared last year under FIONDELLA, MILONE & LASARACINA LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SPARC GROUP LLCNJ · 813795831-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $294M |
SPINAL GROUP, INC.MA · 043440041-001 | ADP BROKER-DEALER | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-006 | $5.8B | 17,796 | $41,250 | 10y | - |
EVERSOURCE ENERGY SERVICE COMPANYCT · 060810627-005 | $4.0B | 14,558 | $56,119 | 10y | - |
BLACK & DECKER (U.S.) INC.MD · 521127357-013 | $718M | 12,751 | $50,786 | 10y | - |
BARNES GROUP INC.CT · 060247840-002 | $295M | 3,058 | $38,939 | 10y | - |
STANLEY BLACK & DECKER, INC.CT · 060548860-002 | $112M | 3,321 | $41,164 | 10y | - |
MTD PRODUCTS INCOH · 061650267-302 | $101M | 1,632 | $36,400 | 1y | - |
THULE INC.CT · 133053238-001 | $46M | 430 | $14,000 | 10y | 2 |
CIDRA HOLDINGS LLCCT · 262180983-001 | $37M | 188 | $14,750 | 1y | - |
HARC, INC.CT · 060710289-003 | $11M | 442 | $10,500 | 2y | - |
BARNES GROUP INC.CT · 060247840-022 | $5M | 196 | $21,504 | 9y | - |
Flag exposure
81.8%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 (15)
Raw Schedule C names collapsed into FIONDELLA, MILONE & LASARACINA LLP.
- FIONDELLA MILONE & LASAR
- FIONDELLA MILONE & LASARACINA LLP
- FIONDELLA MILONE & LASARACINA, LLP
- FIONDELLA MILONE AND LASRACINA
- FIONDELLA, M & L, LLP
- FIONDELLA, MILONE
- FIONDELLA, MILONE & LACARACINA
- FIONDELLA, MILONE & LASA
- FIONDELLA, MILONE & LASARACINA
- FIONDELLA, MILONE & LASARACINA LLP
- FIONDELLA, MILONE & LASARACINA, LL
- FIONDELLA, MILONE & LASARACINA, LLP
- FIONDELLA, MILONE, & LASARACINA LL
- FIONDELLA, MILONE, & LASARCINA LLP
- FIONDELLA,MILONE & LASARACINA LLP
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 FIONDELLA, MILONE & LASARACINA LLP'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 | 1 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 1 | 9.09% | 26.94% | -17.85 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 | 1 | 9.09% | 1.76% | +7.33 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 FIONDELLA, MILONE & LASARACINA LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent