KATHLEEN RZEPLINSKI
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+2 YoYRank #2193 of mapped providers
Assets under administration$4.7B0.0%Market share · rank #2228
Fees received$256,350Median $39,045/planSum across Schedule C direct + indirect
Net wins YoY+12 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 KATHLEEN RZEPLINSKI plan look like?
Service mix · median fees per plan
Count of plans where KATHLEEN RZEPLINSKI 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 | 5 | $46,450 | |
Investment advisory (plan)Code 27 | 1 | $0 |
Competitor overlap
Percent of KATHLEEN RZEPLINSKI'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 KATHLEEN RZEPLINSKI.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUNDIL · 366042061-001 | ANGELICA ANGELO | $1.2B |
PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLANNY · 133877439-003 | PRUDENTIAL RETIREMENT INSURANCE AND | $961M |
Plans lost in 2024
Appeared last year under KATHLEEN RZEPLINSKI; not this year.
| Sponsor | To | Assets |
|---|---|---|
IRON WORKERS DISTRICT COUNCIL PHILA VICINITY RETIREMENT AND PENSIONNJ · 236529504-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $398M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF AUTOMOBILE MECHANICS' LOCAL NO. 701 PENSION FUNDIL · 366042061-001 | $1.2B | 14,856 | $31,640 | 2y | - |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | $1.0B | 25,701 | $78,594 | 8y | - |
LOCAL 68 ENGINEERS UNION ANNUITY FUND BOARD OF TRUSTEESNJ · 226289939-001 | $971M | 7,033 | $25,014 | 1y | - |
PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLANNY · 133877439-003 | $961M | 5,695 | $74,652 | 1y | 1 |
BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUNDNJ · 226220288-001 | $562M | 2,904 | $46,450 | 6y | - |
CYPRESS HOLDINGS, INC.CA · 942938727-001 | $18M | 169 | $0 | 10y | - |
Flag exposure
83.3%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 (20)
Raw Schedule C names collapsed into KATHLEEN RZEPLINSKI.
- KATHLEEN A STOVE
- KATHLEEN A STOVEL
- KATHLEEN BARRY
- KATHLEEN BRADLEY
- KATHLEEN C. GRIMM
- KATHLEEN CLEVENGER
- KATHLEEN DELGADO
- KATHLEEN DOMROES
- KATHLEEN IANDIORIO
- KATHLEEN KYREAKAKIS
- KATHLEEN MILLS
- KATHLEEN MOORE
- KATHLEEN MYERS
- KATHLEEN NOLAN
- KATHLEEN RICHARDSON
- KATHLEEN ROWE
- KATHLEEN RZEPLINSKI
- KATHLEEN SCARPA
- KATHLEEN SWAN
- KATHLEEN SWEENEY MECK
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 KATHLEEN RZEPLINSKI'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 | 16.67% | 1.71% | +14.95 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 KATHLEEN RZEPLINSKI. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent