JAMES A. REICHERT
106 known aliases resolved via the canonical alias map
Market position · 2024
Plans served42-5 YoYRank #382 of mapped providers
Assets under administration$37.6B0.1%Market share · rank #347
Fees received$2MMedian $23,239/planSum across Schedule C direct + indirect
Net wins YoY-210 won · 12 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 JAMES A. REICHERT plan look like?
Service mix · median fees per plan
Count of plans where JAMES A. REICHERT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Employee (plan)Code 30 | 14 | $67,694 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 8 | $9,106 | |
Accounting (including auditing); Direct payment from the planCode 10 | 5 | $11,000 | |
Trustee (individual); Direct payment from the planCode 20 | 5 | $12,238 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $65,432 | |
Investment management; Investment advisory (participants)Code 26 | 2 | $71,837 | |
Investment advisory (plan)Code 27 | 2 | $19,670 | |
Plan Administrator; Employee (plan)Code 14 | 1 | $43,382 |
Competitor overlap
Percent of JAMES A. REICHERT'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 JAMES A. REICHERT.
| Sponsor | From | Assets |
|---|---|---|
MCKINSEY & COMPANY, INC.NY · 131826332-001 | HOGAN LOVELLS US LLP | $9.8B |
MCKINSEY & COMPANY, INC.NY · 131826332-015 | PENSION BENEFIT INFORMATION | $2.2B |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | WESTERN ASSET MANAGEMENT COMPANY | $2.1B |
BOARD OF TRUSTEES OF CERAMIC TILE AND TERRAZZO LOCAL 67 B.A.C ANNUITYIL · 363707316-001 | CENTRAL PRINTERS & GRAPHICS | $172M |
BOARD OF TRUSTEES OF LOCAL 1034 PENSION FUNDNY · 136594795-001 | SHARON HUANG | $113M |
NORTHPOINT DEVELOPMENT, LLCMO · 454405321-001 | CETERA ADVISOR NETWORKS LLC | $70M |
JAC PRODUCTS, INC.MI · 381888757-003 | CREATIVE PLANNING LLC | $54M |
JOINT BOARD OF TRUSTEES OF ROOFERS UNION LOCAL NO. 70 PENSION PLANMI · 382754697-001 | ASHER KELLY | $48M |
HEBRON SAVINGS BANKMD · 520348540-001 | NATIONWIDE | $11M |
PREMIUM GUARD, INC.TN · 113139622-002 | BURLEIGH CONSULTING GROUP | $6M |
Plans lost in 2024
Appeared last year under JAMES A. REICHERT; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | WITHUMSMITH+BROWN, PC | $2.0B |
BOARD OF TRUSTEES STEAMFITTERS' INDUSTRY SUPPLEMENTAL RETIREMENTNY · 133917806-001 | WILLIAM J. TURNBULL | $636M |
BOARD OF TRUSTEES, WESTERN GLAZIERS RETIREMENT PLANWA · 916050587-001 | WASHINGTON CAPITAL MANAGEMENT, INC. | $336M |
FC COMPASSUS, LLCTN · 472468370-001 | MURFEE JAMES T | $141M |
JAMES R. VANNOY & SONS CONSTRUCTION COMPANY, INC.NC · 560964185-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $21M |
KBI SERVICES, INC.NY · 824301730-001 | PENSIONMARK FINANCIAL GROUP LLC | $16M |
JAMES W. FOWLER CO.OR · 930677813-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $16M |
GULF WINDS INTERNATIONAL, INC.TX · 760497105-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $11M |
TODAYTIX, INC.NY · 465249854-002 | PENSIONMARK FINANCIAL GROUP LLC | $10M |
NYSMITH SCHOOL FOR THE GIFTED, IVA · 541261897-001 | CETERA ADVISOR NETWORKS LLC | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MCKINSEY & COMPANY, INC.NY · 131826332-001 | $9.8B | 35,298 | $12,238 | 1y | 1 |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $92,359 | 10y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $195,439 | 9y | - |
MCKINSEY & COMPANY, INC.NY · 131826332-015 | $2.2B | 29,024 | $9,762 | 1y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $13,957 | 2y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-001 | $1.5B | 25,602 | $75,579 | 10y | - |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | $1.3B | 29,668 | $38,504 | 9y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 PENSION FUNDMA · 046013863-001 | $1.3B | 7,096 | $33,061 | 5y | - |
METAL TRADES BRANCH LOCAL 638 PENSION FUNDNY · 132541630-001 | $1.0B | 6,271 | $70,174 | 10y | - |
CENTRAL PENNSYLVANIA TEAMSTERS PENSION FUND, TRUSTEESPA · 236262789-009 | $806M | 8,238 | $50,386 | 10y | - |
Flag exposure
88.1%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 (106)
Raw Schedule C names collapsed into JAMES A. REICHERT.
- F JAMES GINNANE
- JAMES A. REICHERT
- JAMES AID
- JAMES ALLEN BERWICK
- JAMES ANDERSON, CPA
- JAMES BARNES
- JAMES BLAU
- JAMES BOGART
- JAMES BRIEN WALL
- JAMES C. WHITE
- JAMES CACHE CARR
- JAMES CAGLE
- JAMES CARLSON
- JAMES CARR
- JAMES CHARLES MATTHEW
- JAMES CHARLES MATTHEWS
- JAMES COKER
- JAMES CONDON
- JAMES CORNELL
- JAMES CUMMINGS
- JAMES D JENNINGS CPA, INC.
- JAMES D NAIDA PC
- JAMES D. COLLIER & CO
- JAMES DAILIEY
- JAMES DRISCOLL AND BRIAN LAHR
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 JAMES A. REICHERT'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 | 5 | 11.90% | 1.71% | +10.19 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 4.76% | 1.76% | +3.00 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 JAMES A. REICHERT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent