FRIEDMAN & ANSPACH
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13Rank #1084 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2543
Fees received$2MMedian $99,323/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 FRIEDMAN & ANSPACH plan look like?
Service mix · median fees per plan
Count of plans where FRIEDMAN & ANSPACH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 13 | $99,323 |
Competitor overlap
Percent of FRIEDMAN & ANSPACH'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 FRIEDMAN & ANSPACH.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FRIEDMAN & ANSPACH; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THEATRICAL TEAMSTERS LOCAL 817 PENSION FUNDNY · 112610489-001 | $753M | 1,736 | $39,693 | 10y | - |
BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STOREAL · 630708442-001 | $619M | 20,129 | $325,999 | 10y | - |
TRUSTEES LOCAL 338 RETIREMENT FUNDNY · 136533678-001 | $607M | 17,068 | $297,504 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 553 PENSION FUNDNY · 136637826-001 | $253M | 1,891 | $366,693 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 584 PENSION TRUST FUNDNY · 516123679-001 | $209M | 1,912 | $214,769 | 10y | - |
BOARD OF TRUSTEES LOCAL 807 LABOR- MANAGEMENT PENSION FUNDNY · 516099111-002 | $110M | 3,243 | $99,323 | 4y | - |
BOARD OF TRUSTEES LOCAL 854 PENSION BENEFIT FUND IBTNY · 112159181-001 | $80M | 2,011 | $592,452 | 9y | - |
BOARD OF TRUSTEES LOCAL 807 PROFIT SHARING PLANNY · 112532544-001 | $67M | 1,927 | $31,246 | 4y | - |
BOARD OF TRUSTEES OF UNION MUTUAL FUND PENSION PLANNY · 226073058-001 | $64M | 5,177 | $116,096 | 10y | - |
BOARD OF TRUSTEES LOCAL 338 ANNUITY FUNDNY · 271596066-001 | $61M | 13,890 | $28,456 | 10y | - |
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 (7)
Raw Schedule C names collapsed into FRIEDMAN & ANSPACH.
- FRIEDMAN & ANSPACH
- FRIEDMAN & ASPACH
- FRIEDMAN AND ANSPACH
- FRIEDMAN FLEISCHER LOWE PTNR III
- FRIEDMAN LLP
- FRIEDMAN, LLP
- FRIEDMAN,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 FRIEDMAN & ANSPACH'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 | 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 FRIEDMAN & ANSPACH. 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).