HEATHER ROMERI
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-1 YoYRank #1765 of mapped providers
Assets under administration$21.4B0.0%Market share · rank #608
Fees received$508,553Median $52,575/planSum across Schedule C direct + indirect
Net wins YoY-11 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 HEATHER ROMERI plan look like?
Service mix · median fees per plan
Count of plans where HEATHER ROMERI ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 6 | $60,048 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $17,550 |
Competitor overlap
Percent of HEATHER ROMERI'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 HEATHER ROMERI.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | ASB CAPITAL MANAGEMENT | $1.0B |
Plans lost in 2024
Appeared last year under HEATHER ROMERI; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | LIMBACH FACILITY SERVICES LLC | $4.7B |
FOUR SEASONS HEATING, INC.CO · 841044979-001 | OSAIC WEALTH INC | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $190,380 | 9y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $110,415 | 3y | - |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | $1.0B | 25,701 | $52,575 | 1y | - |
TRUSTEES OF SUBURBAN TEAMSTERS OF NORTHERN ILLINOIS PENSION FUNDIL · 366155778-001 | $922M | 10,032 | $67,520 | 3y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $44,946 | 10y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042647320-001 | $614M | 9,989 | $25,167 | 10y | - |
U.A. LOCAL NO. 343 PENSION TRUSTCA · 946092775-001 | $160M | 583 | $17,550 | 9y | - |
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 (14)
Raw Schedule C names collapsed into HEATHER ROMERI.
- HEATHER A HENDERSON
- HEATHER ADAMS
- HEATHER CLANTON
- HEATHER D SAMPLES
- HEATHER FERULLO
- HEATHER HATCH
- HEATHER HUGHES
- HEATHER LECLERC
- HEATHER MONTALBANO
- HEATHER MOONEYHAM
- HEATHER PACHECO
- HEATHER PEHANICK
- HEATHER ROMERI
- HEATHER SAMPLES
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 HEATHER ROMERI'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 HEATHER ROMERI. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent