LEWIS RICE LLC
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-4 YoYRank #3232 of mapped providers
Assets under administration$63M0.0%Market share · rank #7972
Fees received$44,124Median $10,500/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 LEWIS RICE LLC plan look like?
Service mix · median fees per plan
Count of plans where LEWIS RICE 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 | 2 | $19,350 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $5,424 |
Competitor overlap
Percent of LEWIS RICE 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 LEWIS RICE LLC.
| Sponsor | From | Assets |
|---|---|---|
JAMES RIVER AIR CONDITIONING COMPANYVA · 540835022-001 | BENEFIT FIDUCIARY GROUP LLC | $15M |
Plans lost in 2024
Appeared last year under LEWIS RICE LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
ATH HOLDING COMPANY LLCIN · 113713086-002 | GALLAGHER FIDUCIARY ADVISORS, LLC | $1.3B |
GRAYBAR ELECTRIC COMPANY, INC.MO · 130794380-002 | AON CONSULTING | $550M |
ATH HOLDING COMPANY LLCIN · 113713086-004 | GALLAGHER FIDUCIARY ADVISORS, LLC | $515M |
STUPP BROS., INC.MO · 430542490-003 | FIRST BANK | $10M |
YOUNG AUTOMOTIVE GROUP, INC.MI · 204709840-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PROVIDERS STAFFING, INC.MI · 383209826-001 | $34M | 388 | $28,200 | 2y | - |
JAMES RIVER AIR CONDITIONING COMPANYVA · 540835022-001 | $15M | 197 | $5,424 | 1y | - |
MOODY DUNBAR, INC.TN · 620629133-001 | $14M | 199 | $10,500 | 3y | - |
Flag exposure
100.0%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 (10)
Raw Schedule C names collapsed into LEWIS RICE LLC.
- LEWIS & ASSOCIATES PC
- LEWIS & KNOPF, CPAS
- LEWIS BRISBOIS BIGAARD & SMITH
- LEWIS RICE
- LEWIS RICE FINGERSH LC
- LEWIS RICE LLC
- LEWIS RICE, LLC
- LEWIS WEALTH PARTNERS
- LEWIS, CHRISTOPHER A.
- LEWIS, JIN
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 LEWIS RICE 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 | 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 LEWIS RICE 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