PLANTE & MORAN, PLLC
82 known aliases resolved via the canonical alias map
Market position · 2024
Plans served259-1 YoYRank #96 of mapped providers
Assets under administration$140.4B0.2%Market share · rank #98
Fees received$8MMedian $20,946/planSum across Schedule C direct + indirect
Net wins YoY+677 won · 71 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 PLANTE & MORAN, PLLC plan look like?
Service mix · median fees per plan
Count of plans where PLANTE & MORAN, PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (individual); Accounting (including auditing)Code 10 | 228 | $21,500 | |
Consulting fees; Consulting (general)Code 16 | 9 | $17,500 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting fees; Consulting (pension)Code 15 | 6 | $15,875 | |
Other feesCode 99 | 6 | $21,500 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $17,500 | |
Other servicesCode 49 | 2 | $26,500 | |
ActuarialCode 11 | 1 | $9,521 | |
Plan AdministratorCode 14 | 1 | $42,500 |
Competitor overlap
Percent of PLANTE & MORAN, 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 PLANTE & MORAN, PLLC.
| Sponsor | From | Assets |
|---|---|---|
EXCELLUS HEALTH PLAN, INC.NY · 150329043-001 | LEGAL & GENERAL INVESTMENT | $747M |
TK ELEVATOR CORPORATIONGA · 621211267-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $668M |
GE HEALTHCARE TECHNOLOGIES INC.IL · 882515116-004 | PRINCIPAL LIFE INSURANCE COMPANY | $659M |
PROHEALTH CARE, INC.WI · 391486873-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $635M |
MERITOR, INC.IN · 383354643-336 | VANTAGE CONSULTING GROUP, INC. | $546M |
KONE INC.IL · 362357423-004 | STRATEGIC ADVISORS, INC. | $467M |
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.FL · 592015694-001 | PIMCO FUNDS | $463M |
TRINITY HEALTH CORPORATIONMI · 351443425-014 | FID INV INST OPS CO | $403M |
MINERALS TECHNOLOGIES INC.NY · 251190717-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $361M |
DYKEMA GOSSETT PLLCMI · 381446628-002 | MERCER | $346M |
Plans lost in 2024
Appeared last year under PLANTE & MORAN, PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | FALCON STRATEGIC PARTNERS IV | $14.3B |
ROCK HOLDINGS, INC.MI · 510415135-005 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.9B |
BUILDERS FIRSTSOURCE, INC.MA · 522084569-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.6B |
PROMEDICA HEALTH SYSTEM, INC.OH · 341517671-002 | PROMEDICA HEALTH SYSTEM, INC. | $1.2B |
US FOODS, INC.IL · 363642294-012 | (new plan) | $761M |
MYMICHIGAN HEALTHMI · 382459948-003 | M HOLDING SECURITIES, INC. | $665M |
VHS OF MICHIGANMI · 272396331-002 | LOOMIS SAYLES | $611M |
BEACON HEALTH SYSTEM, INC.IN · 453864076-003 | TRANSAMERICA RETIREMENT SOLUTIONS | $603M |
FREUDENBERG NORTH AMERICA LIMITED PARTNERSHIPMI · 020383413-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $572M |
FRESENIUS KABI USA, LLCIL · 300431740-001 | M HOLDING SECURITIES, INC. | $500M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ELI LILLY AND COMPANYIN · 350470950-002 | $13.1B | 31,411 | $29,437 | 10y | - |
ELI LILLY AND COMPANYIN · 350470950-001 | $11.8B | 49,943 | $30,125 | 10y | - |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $138,420 | 3y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $13,825 | 3y | 1 |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $79,021 | 9y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $80,750 | 3y | - |
NORTHWESTERN UNIVERSITYIL · 362167817-001 | $4.4B | 25,018 | $43,376 | 8y | 1 |
HEALTH CARE SERVICE CORPORATIONTX · 361236610-005 | $3.9B | 46,212 | $8,000 | 2y | 1 |
DTE ENERGY CORPORATE SERVICES, LLCMI · 205898509-001 | $3.7B | 13,899 | $30,600 | 6y | - |
CUMMINS INC.IN · 350257090-001 | $3.2B | 44,593 | $6,800 | 5y | - |
Flag exposure
88.8%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 (82)
Raw Schedule C names collapsed into PLANTE & MORAN, PLLC.
- P&M HOLDING GROUP DBA PLANTE MORAN
- PLANT & MORAN
- PLANT & MORAN PLLC
- PLANT & MORAN, PLLC
- PLANT MORAN
- PLANT MORAN CPAS
- PLANT MORAN FIN ADVISORS
- PLANT MORAN FINANCIAL
- PLANT MORAN FINANCIAL ADVISORS
- PLANT MORAN PLLC
- PLANT MORAN, PLLC
- PLANTE & MORAN
- PLANTE & MORAN , PLLC
- PLANTE & MORAN FINANCIAL
- PLANTE & MORAN FINANCIAL ADVISORS
- PLANTE & MORAN FINANCIAL ADVISORS L
- PLANTE & MORAN HOLDING GROUP LLP
- PLANTE & MORAN HOLDING GROUP, LLC
- PLANTE & MORAN HOLDING GROUP, LLP
- PLANTE & MORAN HOLDING GROUP, PLLC
- PLANTE & MORAN HOLDINGS GROUP, LLP
- PLANTE & MORAN LLC
- PLANTE & MORAN LLP
- PLANTE & MORAN PLC
- PLANTE & MORAN PLLA
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 PLANTE & MORAN, 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 | 2 | 0.77% | 7.76% | -6.99 pp |
| Fidelity bond gap | 4 | 1.54% | 26.94% | -25.40 pp |
| Late contributions | 31 | 11.97% | 1.71% | +10.26 pp |
| Failed to provide benefit | 17 | 6.56% | 0.14% | +6.42 pp |
| Corrective distributions | 64 | 24.71% | 1.76% | +22.95 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 PLANTE & MORAN, PLLC. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 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).