PIETZSCH, BONNETT & WOMACK, P.A.
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #2461 of mapped providers
Assets under administration$4.6B0.0%Market share · rank #2047
Fees received$688,161Median $23,312/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 PIETZSCH, BONNETT & WOMACK, P.A. plan look like?
Service mix · median fees per plan
Count of plans where PIETZSCH, BONNETT & WOMACK, P.A. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 3 | $16,052 | |
Other fees; Legal; Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $633,279 |
Competitor overlap
Percent of PIETZSCH, BONNETT & WOMACK, P.A.'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 PIETZSCH, BONNETT & WOMACK, P.A..
| Sponsor | From | Assets |
|---|---|---|
COULTER CADILLAC, INC.AZ · 860081209-003 | CAPFINANCIAL PARTNERS LLC | $14M |
Plans lost in 2024
Appeared last year under PIETZSCH, BONNETT & WOMACK, P.A.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $16,052 | 6y | 1 |
KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC.AZ · 205589597-003 | $1.0B | 36,328 | $633,279 | 10y | 2 |
LATHAM & WATKINS LLPCA · 952018373-046 | $451M | 605 | $30,571 | 5y | - |
COULTER CADILLAC, INC.AZ · 860081209-003 | $14M | 473 | $8,259 | 8y | - |
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 (14)
Raw Schedule C names collapsed into PIETZSCH, BONNETT & WOMACK, P.A..
- PIETZCH BONNETT & WOMACK PA
- PIETZCH, BONNETT & WOMACK
- PIETZCH, BONNETT & WOMACK, P.A.
- PIETZSCH BONNET & WOMACK
- PIETZSCH BONNETT & WOMACK
- PIETZSCH BONNETT & WOMACK PA
- PIETZSCH BONNETT WOMACK PA
- PIETZSCH LAW GROUP, P. A
- PIETZSCH LAW GROUP,PA
- PIETZSCH, BONNETT &
- PIETZSCH, BONNETT & WOMA
- PIETZSCH, BONNETT & WOMACK
- PIETZSCH, BONNETT & WOMACK, P.A.
- PIETZSCH, BONNETT AND WOMACK
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 PIETZSCH, BONNETT & WOMACK, P.A.'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 | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 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 PIETZSCH, BONNETT & WOMACK, P.A.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent