NORTON ROSE FULBRIGHT
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-4 YoYRank #754 of mapped providers
Assets under administration$23.0B0.0%Market share · rank #572
Fees received$831,481Median $15,753/planSum across Schedule C direct + indirect
Net wins YoY-32 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 NORTON ROSE FULBRIGHT plan look like?
Service mix · median fees per plan
Count of plans where NORTON ROSE FULBRIGHT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 8 | $18,460 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 6 | $5,882 | |
Direct payment from the planCode 50 | 2 | $27,329 | |
Accounting (including auditing); Direct payment from the planCode 10 | 1 | $33,000 | |
Contract AdministratorCode 13 | 1 | $22,722 | |
Other services; Other feesCode 49 | 1 | $54,496 |
Competitor overlap
Percent of NORTON ROSE FULBRIGHT'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 NORTON ROSE FULBRIGHT.
| Sponsor | From | Assets |
|---|---|---|
FCA US LLCMI · 270187394-007 | WILLIS TOWERS WATSON US LLC | $643M |
ARIZONA AUTISM UNITED, INC.AZ · 161738730-001 | MUTUAL OF AMERICA INVESTMENT CORP | $4M |
Plans lost in 2024
Appeared last year under NORTON ROSE FULBRIGHT; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | PROLOAN BOND FUND, LLC | $3.3B |
CEMEX, INC.TX · 720296500-001 | FULBRIGHT & JAWORSKI | $858M |
MORIA DEVELOPMENT DBA PEOPLES MORTGAGEAZ · 860431588-001 | LINCOLN NATIONAL CORPORATION | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FCA US LLCMI · 270187394-005 | $10.3B | 98,708 | $223,392 | 9y | - |
FCA US LLCMI · 270187394-004 | $3.7B | 11,869 | $33,004 | 10y | - |
NORTON HEALTHCARE, INC.KY · 611028725-002 | $2.3B | 26,534 | $54,496 | 10y | 3 |
BAYLOR COLLEGE OF MEDICINETX · 741613878-008 | $2.2B | 21,532 | $15,753 | 8y | 1 |
BAYLOR COLLEGE OF MEDICINETX · 741613878-009 | $2.0B | 15,776 | $38,905 | 6y | - |
KIRBY CORPORATIONTX · 741884980-004 | $850M | 6,601 | $6,142 | 6y | - |
FCA US LLCMI · 270187394-007 | $643M | 7,337 | $14,044 | 8y | - |
SASOL (USA) CORPORATIONTX · 462043151-002 | $418M | 1,905 | $11,008 | 8y | - |
DNOW L.P.TX · 740989800-004 | $203M | 2,421 | $22,875 | 5y | 1 |
NORTON HEALTHCARE, INC.KY · 611028725-001 | $169M | 4,519 | $33,000 | 2y | - |
Flag exposure
78.9%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 (21)
Raw Schedule C names collapsed into NORTON ROSE FULBRIGHT.
- NORTON FINANCIAL SERVICES
- NORTON FINANCIAL SERVICES, INC
- NORTON FINANCIAL SERVICES, INC.
- NORTON HEALTHCARE INC
- NORTON HEALTHCARE INC.
- NORTON JAMES RETIREMENT SERVICES
- NORTON JAMES RETIREMENT SVCS
- NORTON RETIREMENT SERVICES
- NORTON RETIREMENT SERVICES INC.
- NORTON RETIREMENT SERVICES, INC.
- NORTON RETIREMENT SERVICES,INC.
- NORTON ROSE FULBRIGHT
- NORTON ROSE FULBRIGHT L.L.P.
- NORTON ROSE FULBRIGHT LLP
- NORTON ROSE FULBRIGHT US
- NORTON ROSE FULBRIGHT US LLC
- NORTON ROSE FULBRIGHT US LLP
- NORTON ROSE FULLBRIGHT US LLP
- NORTON ROSE FULRIGHT US LLP
- NORTON STAFFING INC.
- NORTON,ROSE,FULBRIGHT (NRF)
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 NORTON ROSE FULBRIGHT'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 | 6 | 31.58% | 1.71% | +29.87 pp |
| Failed to provide benefit | 1 | 5.26% | 0.14% | +5.12 pp |
| Corrective distributions | 4 | 21.05% | 1.76% | +19.29 pp |
| Loss discovered | 1 | 5.26% | 0.00% | +5.26 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NORTON ROSE FULBRIGHT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent