KATZ, SAPPER & MILLER
32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served33+3 YoYRank #498 of mapped providers
Assets under administration$6.1B0.0%Market share · rank #1647
Fees received$625,145Median $16,800/planSum across Schedule C direct + indirect
Net wins YoY+314 won · 11 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 KATZ, SAPPER & MILLER plan look like?
Service mix · median fees per plan
Count of plans where KATZ, SAPPER & MILLER 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 | 27 | $16,500 | |
Other feesCode 99 | 2 | $23,025 | |
Contract AdministratorCode 13 | 1 | $22,500 | |
Consulting (general)Code 16 | 1 | $7,750 | |
Direct payment from the planCode 50 | 1 | $15,000 | |
Consulting feesCode 70 | 1 | $8,875 |
Competitor overlap
Percent of KATZ, SAPPER & MILLER'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 KATZ, SAPPER & MILLER.
| Sponsor | From | Assets |
|---|---|---|
US LBM, LLCGA · 883219071-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $620M |
FREUDENBERG HOUSEHOLD PRODUCTS LPIL · 364199332-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $345M |
REAL CHEMISTRY, INC.CA · 262729056-002 | AON CONSULTING | $223M |
MERIDIAN BIOSCIENCE, INC.OH · 310888197-001 | CASSADY SCHILLER & ASSOCIATES, INC. | $90M |
NELSON WORLDWIDE, LLCPA · 232085599-002 | GRANT THORNTON LLP | $80M |
WHITE LODGING SERVICES CORPORATIONIN · 351656847-001 | CROWE LLP | $74M |
MARIAN, INC.IN · 900715685-001 | SHEPHERD FINANCIAL INVESTMENT ADVIS | $49M |
ISG ENTERPRISES, LLCAL · 842843926-003 | REGIONS BANK | $38M |
JASPER RUBBER PRODUCTS, INC.IN · 350856473-001 | (new plan) | $17M |
PASSAGEWAYS, INC.IN · 822007390-001 | PRINCIPAL LIFE INSURANCE COMPANY | $11M |
Plans lost in 2024
Appeared last year under KATZ, SAPPER & MILLER; not this year.
| Sponsor | To | Assets |
|---|---|---|
HILLENBRAND, INC.IN · 261342272-007 | FIDELITY INVESTMENTS INSTITUTIONAL | $512M |
VARSITY BRANDS, LLCTX · 222890400-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $393M |
COMMUNITY HEALTH NETWORK, INC.IN · 350983617-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $161M |
BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS PENSION PLANIN · 351792964-001 | PILE CPAS | $89M |
OUTSIDE INTERACTIVE, INC.CO · 842875265-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $19M |
IRWIN R. ROSE & COMPANY, LLCIN · 270950641-002 | STRATEGIC ADVISORS, INC. | $14M |
MICROMETL CORPORATIONIN · 364243029-002 | PRINCIPAL LIFE INSURANCE COMPANY | $14M |
INNOVATIVERX US HOLDINGS, INC D/IN · 990382485-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COMMUNITY HEALTH NETWORK, INC.IN · 350983617-004 | $1.6B | 20,469 | $23,550 | 7y | 1 |
VEOLIA NORTH AMERICA, LLCMA · 262756568-001 | $1.0B | 9,791 | $31,801 | 8y | - |
US LBM, LLCGA · 883219071-001 | $620M | 17,809 | $59,652 | 1y | 1 |
ICE MILLER LLPIN · 350874357-003 | $371M | 916 | $16,800 | 8y | 1 |
FREUDENBERG HOUSEHOLD PRODUCTS LPIL · 364199332-002 | $345M | 3,757 | $22,500 | 1y | 2 |
SCHWARZ PARTNERS LPIN · 351970447-002 | $282M | 6,320 | $21,000 | 8y | 2 |
HILL-ROM HOLDINGS, INC.IN · 351160484-201 | $230M | 2,727 | $28,566 | 10y | - |
REAL CHEMISTRY, INC.CA · 262729056-002 | $223M | 2,799 | $7,750 | 1y | 1 |
BATESVILLE SERVICES LLCIN · 350166166-006 | $210M | 1,916 | $42,500 | 2y | 1 |
JAMES G. DAVIS CONSTRUCTION CORPORATIONMD · 540799423-001 | $199M | 715 | $17,000 | 6y | - |
Flag exposure
87.9%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 (32)
Raw Schedule C names collapsed into KATZ, SAPPER & MILLER.
- KATZ SAPPER & MILLER
- KATZ SAPPER & MILLER LLP
- KATZ SAPPER & MILLER, LLP
- KATZ SAPPER AND MILLER
- KATZ SAPPER AND MILLER LLP
- KATZ SAPPER MILLER
- KATZ SAPPER MILLER LLP
- KATZ TELLER BRANT & HILD A
- KATZ, ABOSCH, WINDESHEIM, GERSHMAN
- KATZ, ABOSCH, WINDESHEIM, GERSHMAN,
- KATZ, SAPPER & MILLER
- KATZ, SAPPER & MILLER LLP
- KATZ, SAPPER & MILLER, LLP
- KATZ, SAPPER & MILLER,LLP
- KATZ, SAPPER AND MILLER
- KATZ, SAPPER AND MILLER, LLP
- KATZ, SAPPER MILLER
- KATZ, SAPPER, & MILLER
- KATZ, SAPPER, & MILLER, LLP
- KATZ, SAPPER, MILLER
- KATZ, SUPPER & MILLER, LLP
- KATZ,SAPPER & MILLER
- KSM BUSINESS SERVICE, INC.
- KSM BUSINESS SERVICES
- KSM BUSINESS SERVICES INC
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 KATZ, SAPPER & MILLER'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 | 3.03% | 7.76% | -4.73 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 13 | 39.39% | 1.76% | +37.64 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 KATZ, SAPPER & MILLER. 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).