FISCHER DORWART, P.C.
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26-5 YoYRank #600 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2193
Fees received$511,638Median $17,503/planSum across Schedule C direct + indirect
Net wins YoY-51 won · 6 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 FISCHER DORWART, P.C. plan look like?
Service mix · median fees per plan
Count of plans where FISCHER DORWART, P.C. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 26 | $17,503 |
Competitor overlap
Percent of FISCHER DORWART, P.C.'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 FISCHER DORWART, P.C..
| Sponsor | From | Assets |
|---|---|---|
CDI CORPORATIONTX · 231341909-004 | QDRO CONSULTANTS COMPANY, LLC | $239M |
Plans lost in 2024
Appeared last year under FISCHER DORWART, P.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001 | BUCKINGHAM STRATEGIC PARTNERS | $2.7B |
DAY & ZIMMERMANN GROUP, INC.PA · 233024522-015 | FIDELITY INVESTMENTS INSTITUTIONAL | $12M |
HEALTHCARE ADMINISTRATIVE PARTNERS, LLCPA · 043402562-001 | LPL FINANCIAL | $6M |
FLORIDA PRITIKIN CENTER, LLCFL · 200038118-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE DAY & ZIMMERMANN GROUP, INC.PA · 233024522-013 | $487M | 5,462 | $16,664 | 9y | 1 |
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSIONNJ · 236529504-001 | $443M | 4,783 | $41,650 | 9y | - |
COMMUNICATIONS TEST DESIGN, INC.PA · 232015935-001 | $409M | 10,421 | $19,500 | 6y | - |
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEESNJ · 226243387-001 | $398M | 3,371 | $40,078 | 10y | - |
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEESNJ · 516135653-001 | $395M | 4,481 | $39,373 | 10y | - |
PLUMBERS AND PIPEFITTERS LOCAL 520 PENSION PLANMI · 236489357-001 | $301M | 2,138 | $16,500 | 8y | - |
CDI CORPORATIONTX · 231341909-004 | $239M | 2,735 | $42,300 | 7y | - |
PLUMBERS AND PIPEFITTERS ANNUITY FUND LOCAL NO. 520MI · 236489357-003 | $220M | 1,712 | $18,000 | 8y | - |
PMTA/ILA - DEFINED CONTRIBUTION PENSION PLANPA · 236534704-002 | $150M | 1,183 | $8,500 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS LOCAL 401 ANNUITY FUNDPA · 232191989-001 | $140M | 1,866 | $20,005 | 10y | - |
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 (16)
Raw Schedule C names collapsed into FISCHER DORWART, P.C..
- FISCHER CONNANE & ASSOCIATES LTD
- FISCHER CUNNANE
- FISCHER CUNNANE & ASSOC. LTD
- FISCHER CUNNANE & ASSOCIATES
- FISCHER CUNNANE & ASSOCIATES LTD
- FISCHER CUNNANE & ASSOCIATES, LTD
- FISCHER CUNNANE 7 ASSOCIATES, LTD
- FISCHER CUNNANE AND ASSOCIATES
- FISCHER CUNNANE AND ASSOCIATES LTD
- FISCHER CUNNANE CPAS
- FISCHER DORWART PC
- FISCHER DORWART, P.C.
- FISCHER DORWART, PC
- FISCHER FRANCIS TREES & WATTS
- FISCHER INVESTEMNTS
- FISCHER, LEE
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 FISCHER DORWART, P.C.'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 | 1 | 3.85% | 1.71% | +2.13 pp |
| Failed to provide benefit | 1 | 3.85% | 0.14% | +3.71 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 FISCHER DORWART, P.C.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).