KREISCHER MILLER
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served47+7 YoYRank #356 of mapped providers
Assets under administration$15.3B0.0%Market share · rank #871
Fees received$1MMedian $18,505/planSum across Schedule C direct + indirect
Net wins YoY+918 won · 9 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 KREISCHER MILLER plan look like?
Service mix · median fees per plan
Count of plans where KREISCHER MILLER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 41 | $18,505 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 3 | $17,490 | |
Other feesCode 99 | 2 | $20,350 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $18,575 |
Competitor overlap
Percent of KREISCHER 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 KREISCHER MILLER.
| Sponsor | From | Assets |
|---|---|---|
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | SEGALL BRYANT & HAMILL | $712M |
EPAM SYSTEMS, INCPA · 223536104-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $454M |
TRINSEO, LLCPA · 800512509-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $152M |
WORTH & COMPANY, INC.PA · 232251312-002 | PENN CAPITAL MANAGEMENT | $81M |
AMERICAN MANUFACTURING CORPORATIONPA · 232191584-004 | NEWPORT GROUP, INC. | $77M |
FGF LLCIN · 351134102-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $73M |
TRINSEO, LLCPA · 853517505-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $49M |
SABRE SYSTEMS, LLCPA · 232548886-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $49M |
TRUSTEES OF THE ST. JOHNSBURY ACADEMYVT · 030181215-002 | TIAA | $42M |
MONELL CHEMICAL SENSES CENTERPA · 232020897-002 | TIAA | $41M |
Plans lost in 2024
Appeared last year under KREISCHER MILLER; not this year.
| Sponsor | To | Assets |
|---|---|---|
ICON CLINICAL RESEARCH, LLCPA · 232689156-001 | (new plan) | $1.4B |
WISS & COMPANY, LLPNJ · 221732349-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $48M |
AIRLINE HYDRAULICS CORPORATIONPA · 231426202-001 | PRINCIPAL LIFE INSURANCE COMPANY | $38M |
AMERICAN READING COMPANYPA · 232965253-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $16M |
OFFICE BASICS, INC.PA · 232474862-001 | KATHMERE CAPITAL MANAGEMENT | $12M |
MANNINGTON MILLS, INC.NJ · 210506420-011 | THE BANK OF NEW YORK MELLON | $4M |
THE GRAHAM COMPANYPA · 231570876-003 | (new plan) | $265 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $182,450 | 10y | - |
ARKEMA INC.PA · 230960890-013 | $1.2B | 4,382 | $38,382 | 9y | - |
SMITHS GROUP SERVICES CORPORATIONDC · 223015350-002 | $1.0B | 9,037 | $55,021 | 10y | 3 |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | $712M | 2,572 | $110,981 | 7y | - |
SOLENIS, LLCDE · 465612095-001 | $631M | 4,213 | $36,021 | 5y | 3 |
EPAM SYSTEMS, INCPA · 223536104-001 | $454M | 4,581 | $25,025 | 1y | 1 |
ASPLUNDH TREE EXPERT, LLCPA · 231277550-001 | $343M | 3,064 | $17,500 | 4y | - |
BERKADIA COMMERCIAL MORTGAGE LLCPA · 270812934-001 | $334M | 1,948 | $17,717 | 10y | - |
ASPLUNDH TREE EXPERT, LLCPA · 231277550-003 | $323M | 23,914 | $18,000 | 4y | 1 |
CLEMENS FAMILY CORPORATIONPA · 752990486-001 | $260M | 6,138 | $24,394 | 6y | 1 |
Flag exposure
87.2%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 (18)
Raw Schedule C names collapsed into KREISCHER MILLER.
- J L KREISCHER PC ET AL PTRS
- J L KREISCHER PC ET AL PTRS DBA
- J L KREISCHER PC ET AL PTRS DBA KRE
- J.L. KREISCHER PC ET AL PTRS
- J.L. KREISCHER, P.C.
- J.L. KREISCHER, PC ET AL PARTNERS
- J.L. KREISCHER, PC ET AL PTRS
- J.L. KREISCHER,PC ET AL PTRS
- J.L.KREISCHER, PC ET AL PTRS
- KREISCHER MILER
- KREISCHER MILLER
- KREISCHER MILLER CARROLL ENGINEERIN
- KREISCHER MILLER CO
- KREISCHER MILLER LLP
- KREISCHER, MILLER & CO.
- KREISCHER, PAUL E.
- KREISHER MILLER
- KRIESCHER MILLER
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 KREISCHER 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 2.13% | 26.94% | -24.81 pp |
| Late contributions | 11 | 23.40% | 1.71% | +21.69 pp |
| Failed to provide benefit | 2 | 4.26% | 0.14% | +4.12 pp |
| Corrective distributions | 12 | 25.53% | 1.76% | +23.77 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 KREISCHER 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).