KAREN MEIFERT
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2716 of mapped providers
Assets under administration$11.9B0.0%Market share · rank #1056
Fees received$271,975Median $61,191/planSum across Schedule C direct + indirect
Net wins YoY+02 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 KAREN MEIFERT plan look like?
Service mix · median fees per plan
Count of plans where KAREN MEIFERT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan)Code 30 | 3 | $73,990 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $15,398 | |
Other services; Direct payment from the planCode 49 | 1 | $11,610 |
Competitor overlap
Percent of KAREN MEIFERT'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 KAREN MEIFERT.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUNDIL · 366042061-001 | ANGELICA ANGELO | $1.2B |
SOUTHERN CALIFORNIA PIPE TRADES DEFINEDCA · 954388338-001 | S.C. PIPE TRADES ADMIN. CORP. | $404M |
Plans lost in 2024
Appeared last year under KAREN MEIFERT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
KAREN KANE, INC.CA · 953579007-003 | RANDALL & HURLEY, INC. | $7M |
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 | $122,585 | 2y | - |
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUNDIL · 366042061-001 | $1.2B | 14,856 | $73,990 | 3y | - |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $48,392 | 1y | - |
SOUTHERN CALIFORNIA PIPE TRADES DEFINEDCA · 954388338-001 | $404M | 14,179 | $27,008 | 6y | 1 |
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 (26)
Raw Schedule C names collapsed into KAREN MEIFERT.
- KAREN A. MCKERNAN
- KAREN ALBANESE
- KAREN BRAMMER
- KAREN CHEATHAM
- KAREN COUGHLIN
- KAREN DORAN
- KAREN HAGGERTY
- KAREN HERN
- KAREN KANE INC
- KAREN KING
- KAREN L. MCCLOSKEY
- KAREN LANDI
- KAREN M. OHALLORAN
- KAREN MAIFERT
- KAREN MARTELL
- KAREN MEIFERT
- KAREN MITCHELL
- KAREN NORTON
- KAREN PEET
- KAREN RITTER
- KAREN S. SVENDSEN ESQ.
- KAREN SHINN
- KAREN TURLEY
- KAREN VALENTINE
- KAREN WILLIAMS
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 KAREN MEIFERT'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 | 1 | 25.00% | 1.71% | +23.29 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 KAREN MEIFERT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent