FORVIS, LLP
56 known aliases resolved via the canonical alias map
Market position · 2024
Plans served433+32 YoYRank #64 of mapped providers
Assets under administration$136.8B0.1%Market share · rank #105
Fees received$11MMedian $20,212/planSum across Schedule C direct + indirect
Net wins YoY+26127 won · 101 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 FORVIS, LLP plan look like?
Service mix · median fees per plan
Count of plans where FORVIS, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Accounting (including auditing); Direct payment from the planCode 10 | 366 | $19,662 | |
Other feesCode 99 | 18 | $17,325 | |
Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general); Direct payment from the plan; Participant communication; Contract AdministratorCode 13 | 10 | $22,169 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 9 | $17,140 | |
Investment management; Direct payment from the plan; Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 7 | $60,250 | |
Consulting (general)Code 16 | 5 | $9,584 | |
Investment advisory (plan)Code 27 | 4 | $37,338 | |
Named fiduciary; Consulting (pension); Investment advisory (plan); Investment management fees paid directly by plan; Direct payment from the planCode 17 | 3 | $43,100 |
Competitor overlap
Percent of FORVIS, 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 FORVIS, LLP.
| Sponsor | From | Assets |
|---|---|---|
RSM US, LLPIA · 420714325-001 | BKD, LLP | $3.4B |
REPUBLIC SERVICES, INC.AZ · 650716904-003 | THE VANGUARD GROUP, INC. | $2.7B |
TOYOTA INDUSTRIES NORTH AMERICA, INC.IN · 954842543-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.4B |
RENTOKIL NORTH AMERICA, INC.PA · 231568350-005 | CARON & BLETZER, PLLC | $1.3B |
OTSUKA AMERICA PHARMACEUTICAL INC.NJ · 521630683-001 | ROCATON INVESTMENT ADVISORS, LLC | $1.1B |
FORVIS, LLPMO · 440160260-017 | FIDELITY INVESTMENTS INSTITUTIONAL | $784M |
FORVIS, LLPMO · 440160260-018 | (new plan) | $732M |
WOODMAN'S FOOD MARKET, INC.WI · 390887447-003 | ALLIANCE PENSION CONSULTANTS, LLC | $700M |
ROPER ST. FRANCIS HEALTHCARESC · 570831165-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $664M |
NEWELL OPERATING COMPANYGA · 361953130-001 | BKD, LLP | $635M |
Plans lost in 2024
Appeared last year under FORVIS, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | GLOBAL VIEW CAPITAL MANAGEMENT | $6.0B |
JACOBS TECHNOLOGY, INC.TX · 620510412-003 | THE VANGUARD GROUP, INC. | $2.1B |
CARILION CLINICVA · 541190771-001 | TROUTMAN SANDERS LLP | $1.3B |
ADECCO, INC.FL · 752370177-006 | MMA SECURITIES LLC | $800M |
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-002 | HIGHLAND CONSULTING ASSOCIATES | $787M |
SUSQUEHANNA INTERNATIONAL GROUP, LLPPA · 232795207-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $748M |
PARKVIEW HEALTH SYSTEM, INC.IN · 351972384-004 | HIGHLAND CONSULTING ASSOCIATES | $672M |
R1 RCM HOLDCO INC.UT · 020698101-001 | STRATEGIC ADVISORS, INC. | $486M |
MURPHY OIL CORPORATIONTX · 710361522-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $370M |
MAVERICK TUBE CORPORATIONTX · 431455766-008 | BKD, LLP | $301M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WASHINGTON UNIVERSITY IN ST. LOUISMO · 430653611-001 | $7.5B | 40,001 | $27,400 | 3y | - |
TAKEDA PHARMACEUTICAL U.S.A., INC.MA · 134013710-001 | $6.2B | 39,061 | $62,505 | 3y | - |
CHUBB INA HOLDINGS INC. (FORMERLY ACE INA HOLDINGS INC.)PA · 952371728-105 | $5.0B | 22,078 | $49,920 | 10y | 1 |
BAYLOR SCOTT & WHITE HOLDINGSTX · 463130985-002 | $4.7B | 58,503 | $84,525 | 3y | 2 |
CHUBB INA HOLDINGS INC.PA · 132595722-003 | $3.7B | 13,753 | $59,800 | 8y | - |
HITACHI AMERICA, LTD.NY · 131896069-002 | $3.6B | 25,702 | $31,683 | 2y | 2 |
IQVIA INC.NC · 061506026-004 | $3.6B | 33,208 | $27,221 | 3y | 1 |
RSM US, LLPIA · 420714325-001 | $3.4B | 21,754 | $36,488 | 2y | 1 |
NATIONAL TELECOMMUNICATIONS COOPERATIVE ASSOCIATIONVA · 520741336-334 | $3.4B | 30,106 | $34,382 | 2y | 2 |
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $30,818 | 4y | 1 |
Flag exposure
83.4%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 (56)
Raw Schedule C names collapsed into FORVIS, LLP.
- FORVIS
- FORVIS - BKD LLP
- FORVIS /BKD
- FORVIS AUDIT
- FORVIS LLC
- FORVIS LLP
- FORVIS MARZARS
- FORVIS MAZARS
- FORVIS MAZARS LLC
- FORVIS MAZARS LLP
- FORVIS MAZARS LP
- FORVIS MAZARS WEALTH ADVISORS
- FORVIS MAZARS WEALTH ADVISORS LLC
- FORVIS MAZARS WEALTH ADVISORS, LLC
- FORVIS MAZARS, LLC
- FORVIS MAZARS, LLP
- FORVIS MAZARS, LLP.
- FORVIS MAZARS,LLP
- FORVIS MAZARS,LLP(FORMERLY BKD LLP)
- FORVIS MAZARZ, LLP
- FORVIS PRIVATE CLIENT
- FORVIS WEALTH ADVISORS
- FORVIS WEALTH ADVISORS LLC
- FORVIS WEALTH ADVISORS, LLC
- FORVIS WEALTH ADVISORY, LLC
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 FORVIS, 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 | 18 | 4.16% | 7.76% | -3.61 pp |
| Fidelity bond gap | 2 | 0.46% | 26.94% | -26.48 pp |
| Late contributions | 67 | 15.47% | 1.71% | +13.76 pp |
| Failed to provide benefit | 26 | 6.00% | 0.14% | +5.87 pp |
| Corrective distributions | 126 | 29.10% | 1.76% | +27.34 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 FORVIS, LLP. 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).