LUTZ & COMPANY, PC
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served36+3 YoYRank #460 of mapped providers
Assets under administration$24.7B0.0%Market share · rank #545
Fees received$943,155Median $24,300/planSum across Schedule C direct + indirect
Net wins YoY+37 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 LUTZ & COMPANY, PC plan look like?
Service mix · median fees per plan
Count of plans where LUTZ & COMPANY, PC 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); Other feesCode 10 | 31 | $24,000 | |
Investment advisory (participants)Code 26 | 2 | $24,239 | |
Other feesCode 99 | 2 | $34,510 | |
Investment advisory (plan)Code 27 | 1 | $48,995 |
Competitor overlap
Percent of LUTZ & COMPANY, PC'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 LUTZ & COMPANY, PC.
| Sponsor | From | Assets |
|---|---|---|
IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIESIA · 420331840-004 | ERNST & YOUNG LLP | $498M |
FBL FINANCIAL GROUP, INC.IA · 421411715-001 | ERNST & YOUNG LLP | $254M |
FATHER FLANAGAN'S BOYS' HOMENE · 470376606-001 | BNYM WALTER SC INTL SMA | $57M |
IOWA FARM BUREAU FEDERATIONIA · 420331840-005 | ERNST & YOUNG LLP | $50M |
KANDJI, INC.FL · 831829857-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $20M |
PERFECTION LEARNING CORPORATIONIA · 420895541-001 | AMERICAN FUNDS | $18M |
DRAKE-WILLIAMS STEEL, INC.NE · 470145871-002 | CETERA ADVISOR NETWORKS LLC | $17M |
Plans lost in 2024
Appeared last year under LUTZ & COMPANY, PC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSAL SERVICES OF AMERICA, L.P.PA · 611790568-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $592M |
10 ROADS EXPRESSIA · 611947439-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $62M |
BOYD JONES CONSTRUCTION CO.NE · 470482284-001 | ASCENSUS LLC | $13M |
MULHALLS NURSERY, INC.NE · 470659380-001 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $15,195 | 4y | 1 |
BERKSHIRE HATHAWAY CREDIT CORPORATIONNE · 470679606-002 | $5.2B | 33,094 | $62,500 | 2y | - |
PETER KIEWIT SONS, INC.NE · 911842817-333 | $2.8B | 30,916 | $53,500 | 3y | 1 |
CONAGRA BRANDS, INC.IL · 470248710-014 | $1.7B | 28,863 | $40,000 | 6y | - |
NEBRASKA MEDICINENE · 911858433-004 | $919M | 12,307 | $25,000 | 3y | - |
NEBRASKA MEDICINENE · 911858433-002 | $751M | 12,081 | $25,000 | 3y | 1 |
NEBRASKA METHODIST HEALTH SYSTEM, INC.NE · 470639839-004 | $706M | 9,591 | $30,500 | 2y | - |
CREIGHTON UNIVERSITYNE · 470376583-002 | $684M | 4,746 | $29,530 | 2y | - |
IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIESIA · 420331840-004 | $498M | 2,934 | $27,500 | 1y | - |
TENASKA, INCNE · 470701708-001 | $390M | 1,000 | $15,000 | 9y | - |
Flag exposure
77.8%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 (22)
Raw Schedule C names collapsed into LUTZ & COMPANY, PC.
- LUTZ
- LUTZ & CO
- LUTZ & CO CPA
- LUTZ & COMPANY
- LUTZ & COMPANY PC
- LUTZ & COMPANY, P.C
- LUTZ & COMPANY, P.C.
- LUTZ & COMPANY, PC
- LUTZ ACCOUNTING
- LUTZ AND CARR CPA LLP
- LUTZ AND CO
- LUTZ AND CO PC
- LUTZ AND COMPANY
- LUTZ AND COMPANY P.C.
- LUTZ AND COMPANY PC
- LUTZ AND COMPANY, P.C.
- LUTZ AND COMPANY, PC
- LUTZ CO
- LUTZ FINANCIAL SERVICES
- LUTZ FINANCIAL SERVICES LLC
- LUTZ FINANCIAL SERVICES, LLC
- LUTZ&COMPANY
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 LUTZ & COMPANY, PC'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 | 2.78% | 7.76% | -4.98 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 22.22% | 1.76% | +20.46 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 LUTZ & COMPANY, PC. 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).