FISHER & PHILLIPS
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #2260 of mapped providers
Assets under administration$4.8B0.0%Market share · rank #1995
Fees received$385,150Median $63,589/planSum across Schedule C direct + indirect
Net wins YoY-20 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 FISHER & PHILLIPS plan look like?
Service mix · median fees per plan
Count of plans where FISHER & PHILLIPS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 4 | $71,812 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $63,589 |
Competitor overlap
Percent of FISHER & PHILLIPS'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 FISHER & PHILLIPS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FISHER & PHILLIPS; not this year.
| Sponsor | To | Assets |
|---|---|---|
ASSOCIATED GENERAL CONTRACTORS OF GEORGIA, INC.GA · 580144470-003 | AMERITAS LIFE INSURANCE CORP | $193M |
9W HALO OPCO L.P. D/B/A ANGELICAIL · 371861595-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $226,339 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEWELL OPERATING COMPANYGA · 361953130-012 | $1.8B | 19,821 | $6,292 | 5y | 1 |
TRIUMPH AEROSTRUCTURES, LLCPA · 510347963-101 | $1.2B | 7,420 | $171,646 | 9y | - |
LSI CORPORATIONPA · 942712976-003 | $922M | 5,181 | $132,183 | 2y | - |
NEWELL OPERATING COMPANYGA · 361953130-001 | $635M | 11,348 | $63,589 | 5y | - |
ALPHASTAFF GROUP, INC.FL · 650314170-333 | $252M | 8,302 | $11,440 | 3y | 1 |
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 (8)
Raw Schedule C names collapsed into FISHER & PHILLIPS.
- FISHER & PHILLIPS
- FISHER & PHILLIPS LLC
- FISHER & PHILLIPS LLP
- FISHER & PHILLIPS, LLC
- FISHER & PHILLIPS, LLP
- FISHER AND PHILLIPS LLP
- FISHER PHILLIPS
- FISHER PHILLIPS 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 FISHER & PHILLIPS'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 | 2 | 40.00% | 1.76% | +38.24 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 FISHER & PHILLIPS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent