KRUGGEL, LAWTON & COMPANY, LLC
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+4 YoYRank #778 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3869
Fees received$269,025Median $12,000/planSum across Schedule C direct + indirect
Net wins YoY+48 won · 4 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 KRUGGEL, LAWTON & COMPANY, LLC plan look like?
Service mix · median fees per plan
Count of plans where KRUGGEL, LAWTON & COMPANY, LLC 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 | 16 | $13,500 | |
Other feesCode 99 | 3 | $9,525 |
Competitor overlap
Percent of KRUGGEL, LAWTON & COMPANY, LLC'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 KRUGGEL, LAWTON & COMPANY, LLC.
| Sponsor | From | Assets |
|---|---|---|
GIBSON INSURANCE AGENCY, INC.IN · 351116724-002 | COMMONWEALTH FINANCIAL NETWORK | $38M |
PROGRESSIVEHEALTH REHABILITATION, INCIN · 351907348-001 | GLOBAL RETIREMENT PARTNERS LLC | $35M |
DALTON CORPORATION, WARSAW MANUFACTURING FACILITYIN · 350259770-002 | PEOPLES UNITED BANK | $30M |
HERITAGE FINANCIAL GROUP, INC.IN · 351517239-001 | LAKE CITY BANK | $21M |
OAK VIEW GROUP LLCCO · 371786932-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $11M |
CULVER TOOL & ENGINEERING, LLCIN · 351753639-001 | COMMONWEALTH FINANCIAL NETWORK | $8M |
CURTIS PRODUCTS, INC.IN · 351040300-002 | 1ST SOURCE BANK | $3M |
DALTON CORPORATIONIN · 350259770-004 | STRATEGIES WEALTH ADVISORS | $0 |
Plans lost in 2024
Appeared last year under KRUGGEL, LAWTON & COMPANY, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
LANDIS&GYR TECHNOLOGY, INC.GA · 201399908-008 | CAMBRIDGE INVESTMENT RESEARCH | $199M |
AS AMERICA, INC.NJ · 260887443-003 | AON CONSULTING | $35M |
LANDIS+GYR TECHNOLOGY, INC.GA · 201399908-006 | CAMBRIDGE INVESTMENT RESEARCH | $13M |
LANDIS+GYR TECHNOLOGY, INC.GA · 201399908-010 | CAMBRIDGE INVESTMENT RESEARCH | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ZIMMER BIOMET HOLDINGS, INC.IN · 134151777-003 | $386M | 1,641 | $17,000 | 5y | - |
ZIMVIE US CORP LLC.FL · 990769465-001 | $178M | 1,207 | $28,000 | 2y | 1 |
OAK VIEW GROUP, LLCPA · 371786932-002 | $176M | 50,766 | $39,000 | 2y | 1 |
AS AMERICA, INC.NJ · 260887443-001 | $172M | 2,384 | $23,000 | 10y | 2 |
GIBSON INSURANCE AGENCY, INC.IN · 351116724-002 | $38M | 247 | $5,000 | 1y | - |
PROGRESSIVEHEALTH REHABILITATION, INCIN · 351907348-001 | $35M | 943 | $5,000 | 1y | 1 |
DALTON CORPORATION, WARSAW MANUFACTURING FACILITYIN · 350259770-002 | $30M | 420 | $15,300 | 1y | - |
GIBSON INSURANCE AGENCY, INC.IN · 351116724-003 | $25M | 191 | $15,000 | 3y | - |
ZIMMER BIOMET HOLDINGS, INC.IN · 134151777-004 | $22M | 340 | $17,000 | 4y | - |
HERITAGE FINANCIAL GROUP, INC.IN · 351517239-001 | $21M | 119 | $9,525 | 2y | 1 |
Flag exposure
89.5%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 (17)
Raw Schedule C names collapsed into KRUGGEL, LAWTON & COMPANY, LLC.
- KRUGGEL LAWTON
- KRUGGEL LAWTON & CO
- KRUGGEL LAWTON & CO., LLC
- KRUGGEL LAWTON & COMPANY
- KRUGGEL LAWTON & COMPANY LLC
- KRUGGEL LAWTON & COMPANY, LLC
- KRUGGEL LAWTON AND COMP
- KRUGGEL LAWTON CPA
- KRUGGEL LAWTON CPAS
- KRUGGEL, LAWTON & CO LLC
- KRUGGEL, LAWTON & COMPANY
- KRUGGEL, LAWTON & COMPANY LLC
- KRUGGEL, LAWTON & COMPANY, LLC
- KRUGGEL, LAWTON & COMPANY,LLC
- KRUGGEL, LAWTON AND CO. LLC
- KRUGGEL, LAWTON AND COMPANY
- KRUGGEL, LAWTON AND COMPANY, LLC
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 KRUGGEL, LAWTON & COMPANY, LLC'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 | 2 | 10.53% | 7.76% | +2.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 10.53% | 1.71% | +8.81 pp |
| Failed to provide benefit | 2 | 10.53% | 0.14% | +10.39 pp |
| Corrective distributions | 3 | 15.79% | 1.76% | +14.03 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 KRUGGEL, LAWTON & COMPANY, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).