MODERA WEALTH MANAGEMENT LLC
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1760 of mapped providers
Assets under administration$5.6B0.0%Market share · rank #1745
Fees received$254,368Median $18,270/planSum across Schedule C direct + indirect
Net wins YoY+12 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 MODERA WEALTH MANAGEMENT LLC plan look like?
Service mix · median fees per plan
Count of plans where MODERA WEALTH MANAGEMENT LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 6 | $14,295 | |
Investment managementCode 28 | 1 | $102,104 |
Competitor overlap
Percent of MODERA WEALTH MANAGEMENT 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 MODERA WEALTH MANAGEMENT LLC.
| Sponsor | From | Assets |
|---|---|---|
MEDICAL IMAGING OF LEHIGH VALLEY, P.C.PA · 232032300-003 | (new plan) | $72M |
Plans lost in 2024
Appeared last year under MODERA WEALTH MANAGEMENT LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BVH, INC.KS · 471888435-002 | $3.0B | 10,517 | $9,067 | 1y | 1 |
AMERITEAM SERVICES, LLCTN · 472129748-002 | $1.8B | 24,708 | $9,309 | 6y | 2 |
HOK GROUP, INC.MO · 431205826-001 | $362M | 2,550 | $18,270 | 2y | 1 |
UNITED ANESTHESIA SERVICES, P.C.PA · 232856393-002 | $200M | 535 | $10,320 | 4y | 1 |
BOICE-WILLIS CLINIC, P.A.NC · 561025986-003 | $97M | 394 | $73,821 | 2y | - |
MEDICAL IMAGING OF LEHIGH VALLEY, P.C.PA · 232032300-003 | $72M | 150 | $31,477 | 1y | 1 |
ALVIN H. BUTZ, INC.PA · 231613786-002 | $53M | 122 | $102,104 | 2y | - |
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 (2)
Raw Schedule C names collapsed into MODERA WEALTH MANAGEMENT LLC.
- MODERA WEALTH MANAGEMENT
- MODERA WEALTH MANAGEMENT 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 MODERA WEALTH MANAGEMENT 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 | 2 | 28.57% | 1.71% | +26.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 57.14% | 1.76% | +55.38 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 MODERA WEALTH MANAGEMENT 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