JOSE E. ROSARIO & CO. CPA, PSC
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #3230 of mapped providers
Assets under administration$7M0.0%Market share · rank #10241
Fees received$34,914Median $11,314/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 JOSE E. ROSARIO & CO. CPA, PSC plan look like?
Service mix · median fees per plan
Count of plans where JOSE E. ROSARIO & CO. CPA, PSC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 2 | $12,989 | |
Other feesCode 99 | 1 | $8,936 |
Competitor overlap
Percent of JOSE E. ROSARIO & CO. CPA, PSC'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 JOSE E. ROSARIO & CO. CPA, PSC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under JOSE E. ROSARIO & CO. CPA, PSC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUCK PARTS CENTER, INC.PR · 660557478-001 | (new plan) | $681,508 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PROGRAMA HEAD START IGLESIA BAUTISTA DE QUINTANAPR · 660264067-001 | $5M | 364 | $8,936 | 6y | - |
DESTILERIA SERRALLESPR · 660179709-002 | $2M | 142 | $11,314 | 2y | - |
MENDEZ & CO., INC.PR · 660177198-001 | $210,133 | 16 | $14,664 | 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 (10)
Raw Schedule C names collapsed into JOSE E. ROSARIO & CO. CPA, PSC.
- JOSE ALVERIO
- JOSE ALVERIO MERCADO
- JOSE AMADEO
- JOSE CRUZ ALVERIO
- JOSE E ROSARIO & CO CPA PSC
- JOSE E. ROSARIO & CO. CPA, PSC
- JOSE FIGUEROA, CPA
- JOSE JUAN BORGES
- JOSE MARTINEZ
- JOSE ROMO
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 JOSE E. ROSARIO & CO. CPA, PSC'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 JOSE E. ROSARIO & CO. CPA, PSC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent