INSERO & CO. CPAS, LLP
41 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37-1 YoYRank #448 of mapped providers
Assets under administration$25.1B0.0%Market share · rank #523
Fees received$1MMedian $26,050/planSum across Schedule C direct + indirect
Net wins YoY-14 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 INSERO & CO. CPAS, LLP plan look like?
Service mix · median fees per plan
Count of plans where INSERO & CO. CPAS, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 34 | $26,025 | |
Consulting (general)Code 16 | 2 | $33,125 | |
Consulting fees; Recordkeeping fees; Direct payment from the plan; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $12,700 |
Competitor overlap
Percent of INSERO & CO. CPAS, 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 INSERO & CO. CPAS, LLP.
| Sponsor | From | Assets |
|---|---|---|
HERBALIFE INTERNATIONAL OF AMERICA, INC.CA · 953954565-001 | MARCUM LLP | $417M |
GETTYSBURG COLLEGEPA · 231352641-003 | TIAA | $100M |
MONROE MEDI-TRANS, INC.NY · 161043764-001 | EPIC RETIREMENT PLAN SERVICES | $3M |
YOUTH CONSULTATION SERVICENJ · 221487560-003 | (new plan) | $0 |
Plans lost in 2024
Appeared last year under INSERO & CO. CPAS, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SAINT JOSEPH'S UNIVERSITYPA · 231352674-001 | TIAA | $511M |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | RBC WEALTH MANAGEMENT | $384M |
IBEW LOCAL 241NY · 166118689-002 | BLITMAN & KING | $30M |
BOARD OF TRUSTEES OF I.B.E.W. LOCAL 241 PENSION PLANNY · 166118689-001 | SOLXSYS ADMINISTRATIVE SOLUTIONS | $23M |
PREMIUM MORTGAGE CORPORATIONNY · 161566654-001 | STIFEL NICOLAUS & CO INC | $13M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CORNING INCORPORATEDNY · 160393470-002 | $4.1B | 16,330 | $35,000 | 2y | 1 |
EASTMAN KODAK COMPANYNY · 160417150-001 | $3.1B | 33,088 | $52,200 | 9y | - |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-002 | $2.9B | 15,127 | $37,275 | 2y | - |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-001 | $2.4B | 20,329 | $39,125 | 4y | - |
EASTMAN KODAK COMPANYNY · 160417150-002 | $2.1B | 7,352 | $54,425 | 9y | - |
DOVER CORPORATIONIL · 530257888-030 | $1.9B | 18,306 | $48,500 | 6y | - |
ROCHESTER INSTITUTE OF TECHNOLOGYNY · 160743140-001 | $1.5B | 8,365 | $27,125 | 3y | - |
BAUSCH & LOMB AMERICAS INC.NJ · 854359919-001 | $811M | 5,862 | $28,225 | 2y | 1 |
BAUSCH HEALTH COMPANIES INC.NJ · 980448205-001 | $691M | 4,437 | $32,600 | 5y | 1 |
ALSTOM TRANSPORT HOLDING US INC.PA · 203999346-009 | $666M | 5,990 | $59,625 | 3y | 2 |
Flag exposure
78.4%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 (41)
Raw Schedule C names collapsed into INSERO & CO. CPAS, LLP.
- INESERO & CO. CPAS
- INSERO
- INSERO & CO
- INSERO & CO CPA'S LLP
- INSERO & CO CPA'S, P.C.
- INSERO & CO CPAS LLP
- INSERO & CO CPAS, LLC
- INSERO & CO CPAS, LLP
- INSERO & CO CPAS, P.C.
- INSERO & CO.
- INSERO & CO. CPA'S LLP
- INSERO & CO. CPA'S, LLP
- INSERO & CO. CPA'S, LLP.
- INSERO & CO. CPAS
- INSERO & CO. CPAS LLP
- INSERO & CO. CPAS, LLP
- INSERO & CO., CPA'S, LLP
- INSERO & CO., CPAS, LLP
- INSERO & COMPANY
- INSERO & COMPANY CPA'S LLP
- INSERO & COMPANY CPA, PC
- INSERO & COMPANY CPAS
- INSERO & COMPANY CPAS PC
- INSERO & COMPANY CPAS,
- INSERO & COMPANY CPAS, 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 INSERO & CO. CPAS, 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 | 1 | 2.70% | 7.76% | -5.06 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 16.22% | 1.71% | +14.50 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 9 | 24.32% | 1.76% | +22.57 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 INSERO & CO. CPAS, LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).