KROLL HEINEMAN PTASIEWICZ & PARSONS
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-1 YoYRank #1475 of mapped providers
Assets under administration$9.5B0.0%Market share · rank #1220
Fees received$777,703Median $34,001/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 KROLL HEINEMAN PTASIEWICZ & PARSONS plan look like?
Service mix · median fees per plan
Count of plans where KROLL HEINEMAN PTASIEWICZ & PARSONS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 9 | $34,001 |
Competitor overlap
Percent of KROLL HEINEMAN PTASIEWICZ & PARSONS'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 KROLL HEINEMAN PTASIEWICZ & PARSONS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under KROLL HEINEMAN PTASIEWICZ & PARSONS; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF TEAMSTERS LOCAL NO. 469 ANNUITY FUND TRUSTNJ · 222980666-001 | INDEPENDENT FINANCIAL PARTNERS | $40M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $467,724 | 6y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $27,064 | 10y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 641 PENSION FUNDNJ · 226220288-001 | $562M | 2,904 | $60,000 | 10y | - |
BD OF TRUSTEES NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUNDNJ · 226077693-001 | $546M | 7,137 | $89,056 | 10y | - |
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456NJ · 222180156-001 | $356M | 2,170 | $17,094 | 10y | - |
IBEW JOINT PENSION FUND LOCAL 456NJ · 226238995-001 | $302M | 1,470 | $34,001 | 10y | - |
BD OF TRUSTEES NJ BUILDING LABORERS STATEWIDE ANNUITY FUNDNJ · 222450453-001 | $248M | 7,536 | $15,000 | 10y | - |
TRUSTEES OF TEAMSTERS LOCAL NO. 469 PENSION FUNDNJ · 226172237-001 | $164M | 1,401 | $7,764 | 4y | - |
BOARD OF TRUSTEES LOCAL 734 PENSION FUNDNJ · 226174132-002 | $55M | 2,038 | $60,000 | 9y | - |
Flag exposure
88.9%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 (15)
Raw Schedule C names collapsed into KROLL HEINEMAN PTASIEWICZ & PARSONS.
- KROLL & HEINEMAN
- KROLL CYBER SECURITY
- KROLL HEINEMAN
- KROLL HEINEMAN CARTON
- KROLL HEINEMAN CARTON LLC
- KROLL HEINEMAN CARTON, LLC
- KROLL HEINEMAN LLC
- KROLL HEINEMAN PTASIEWICZ & PARSON
- KROLL HEINEMAN PTASIEWICZ & PARSONS
- KROLL HEINEMAN PTASIEWICZ PARSONS
- KROLL, HEINEMAN & CARTON
- KROLL, HEINEMAN, & CARTON
- KROLL, HEINEMAN, CARTON, LLC
- KROLL, HEINEMAN, PTASIEWICZ & PARSO
- KROLL, HEINEMAN, PTASIEWICZ&PARSONS
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 KROLL HEINEMAN PTASIEWICZ & PARSONS'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 KROLL HEINEMAN PTASIEWICZ & PARSONS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent