GJC CPA'S & ADVISORS
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22+1 YoYRank #711 of mapped providers
Assets under administration$10.3B0.0%Market share · rank #1135
Fees received$395,202Median $18,700/planSum across Schedule C direct + indirect
Net wins YoY+16 won · 5 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 GJC CPA'S & ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where GJC CPA'S & ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (plan); Accounting (including auditing)Code 10 | 22 | $18,700 |
Competitor overlap
Percent of GJC CPA'S & ADVISORS'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 GJC CPA'S & ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
FRANKLIN ELECTRIC COMPANYIN · 350827455-007 | BDO USA, LLP | $258M |
MAGNA INTERNATIONAL OF AMERICA, INC. · 980095901-005 | VOYA RETIREMENT INSURANCE & ANNUITY | $151M |
HEADWATER COMPANIES, LLCIN · 200319914-001 | PRINCIPAL LIFE INSURANCE COMPANY | $61M |
GREDE WISCONSIN SUBSIDIARIES, LLCMI · 391535863-003 | PRINCIPAL LIFE INSURANCE COMPANY | $10M |
CAMDEN CASTING CENTER INCMI · 620899399-014 | PRINCIPAL LIFE INSURANCE COMPANY | $4M |
GREDE WISCONSIN SUBSIDIARIES LLCMI · 391535863-001 | PRINCIPAL LIFE INSURANCE COMPANY | $3M |
Plans lost in 2024
Appeared last year under GJC CPA'S & ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $914M |
BLUE CROSS BLUE SHIELD OF MICHIGANMI · 382069753-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $669M |
VISTEON CORPORATIONMI · 383519512-002 | FINANCIAL ENGINES | $554M |
GREDEMI · 271652192-004 | KESTRA INVESTMENT SERVICES LLC | $114M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HENRY FORD HEALTH SYSTEMMI · 381357020-005 | $1.8B | 18,638 | $20,400 | 3y | - |
WILLIAM BEAUMONT HOSPITALMI · 381459362-001 | $1.4B | 16,076 | $31,650 | 3y | - |
HENRY FORD HEALTH SYSTEMMI · 381357020-014 | $1.4B | 16,675 | $19,400 | 3y | - |
AUTO CLUB INSURANCE ASSOCIATIONMI · 380477270-335 | $1.2B | 12,814 | $22,250 | 3y | 1 |
HENRY FORD HEALTH SYSTEMMI · 381357020-016 | $932M | 41,205 | $18,400 | 3y | 1 |
AMERICAN AXLE & MANUFACTURING, INC.MI · 383138388-005 | $707M | 2,732 | $16,350 | 3y | - |
AUTO CLUB INSURANCE ASSOCIATIONMI · 380477270-333 | $493M | 3,483 | $29,217 | 3y | - |
YANFENG INTERNATIONAL AUTOMOTIVE TECHNOLOGY US I LLCMI · 320447985-001 | $433M | 7,034 | $19,950 | 2y | - |
OWENS CORNINGOH · 432109021-001 | $337M | 6,192 | $25,150 | 2y | - |
OAKWOOD HEALTHCARE, INC.MI · 381405141-003 | $282M | 4,758 | $18,450 | 3y | - |
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 GJC CPA'S & ADVISORS.
- GJC
- GJC CPA & ADVISORS
- GJC CPA'S & ADVIOSRS
- GJC CPA'S & ADVISORS
- GJC CPA'S ADVISORS
- GJC CPAS & ADVISORS
- GJC CPAS ADVISORS
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 GJC CPA'S & ADVISORS'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 | 3 | 13.64% | 1.71% | +11.92 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 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 GJC CPA'S & ADVISORS. 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).