METZ & ASSOCIATES PLLC
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13+3 YoYRank #1067 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3477
Fees received$146,155Median $10,750/planSum across Schedule C direct + indirect
Net wins YoY+36 won · 3 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 METZ & ASSOCIATES PLLC plan look like?
Service mix · median fees per plan
Count of plans where METZ & ASSOCIATES PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Other feesCode 10 | 10 | $10,750 | |
Other feesCode 99 | 2 | $9,067 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 15 | 1 | $21,500 |
Competitor overlap
Percent of METZ & ASSOCIATES PLLC'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 METZ & ASSOCIATES PLLC.
| Sponsor | From | Assets |
|---|---|---|
EMPOWER HR, LLCAZ · 391962784-333 | TOMASEK LAW OFFICE LLC | $115M |
TAKARA BIO, USA, INC.CA · 770035190-002 | ECONOMIC GROUP PENSION SERVICES | $67M |
MOTOR-SERVICES HUGO STAMP, INC.FL · 592347143-001 | DAVID ROMANO | $67M |
NAMMO INCORPORATEDAZ · 541959359-001 | KATZABOSCH | $60M |
NURSE-FAMILY PARTNERSHIPCO · 200234163-001 | THE ASCENT GROUP, LLC | $18M |
TASTES ON THE FLY SAN FRANCISCO, LLCCA · 271859310-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $0 |
Plans lost in 2024
Appeared last year under METZ & ASSOCIATES PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
KOVACH ENCLOSURE SYSTEMS, LLCAZ · 842978354-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $12M |
LAS VEGAS METRO CHAMBER OF COMMERCENV · 843381590-333 | NATIONAL BENEFIT SERVICES, LLC | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VENSURE EMPLOYER SERVICES, INC.AZ · 371508469-001 | $982M | 42,571 | $18,500 | 5y | 2 |
EMPOWER HR, LLCAZ · 391962784-333 | $115M | 9,928 | $17,750 | 1y | 2 |
VM CONSOLIDATED, INC.AZ · 263302690-001 | $96M | 1,615 | $10,000 | 3y | 1 |
TAKARA BIO, USA, INC.CA · 770035190-002 | $67M | 409 | $10,750 | 1y | - |
MOTOR-SERVICES HUGO STAMP, INC.FL · 592347143-001 | $67M | 631 | $11,000 | 1y | 2 |
THE PETERSON COMPANIESVA · 541160244-001 | $62M | 257 | $7,750 | 2y | 1 |
NAMMO INCORPORATEDAZ · 541959359-001 | $60M | 944 | $6,000 | 1y | - |
AXTRIA INCNJ · 271142668-002 | $50M | 886 | $5,375 | 2y | 1 |
NEUROLOGICAL ASSOCIATES OF TUCSON, P.C.AZ · 860187416-003 | $27M | 146 | $10,750 | 4y | 2 |
NURSE-FAMILY PARTNERSHIPCO · 200234163-001 | $18M | 182 | $21,500 | 1y | - |
Flag exposure
84.6%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 (11)
Raw Schedule C names collapsed into METZ & ASSOCIATES PLLC.
- METZ & ASSOCIATES
- METZ & ASSOCIATES PLCC
- METZ & ASSOCIATES PLLC
- METZ & ASSOCIATES, PLLC
- METZ & ASSOCIATES,P LLC
- METZ AND ASSOCIATES
- METZ AND ASSOCIATES PLLC
- METZ ASSOCIATES PLLC
- METZ CPA
- METZ CPA LLC
- METZ CPA, PC
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 METZ & ASSOCIATES PLLC'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 | 7.69% | 7.76% | -0.07 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 46.15% | 1.71% | +44.44 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 53.85% | 1.76% | +52.09 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 METZ & ASSOCIATES PLLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent