PRAGER METIS CPAS, LLC
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2161 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3436
Fees received$147,845Median $21,882/planSum across Schedule C direct + indirect
Net wins YoY-12 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 PRAGER METIS CPAS, LLC plan look like?
Service mix · median fees per plan
Count of plans where PRAGER METIS CPAS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 5 | $21,882 |
Competitor overlap
Percent of PRAGER METIS CPAS, 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 PRAGER METIS CPAS, LLC.
| Sponsor | From | Assets |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | SAGEPOINT FINANCIAL INC | $651M |
ISRAEL DISCOUNT BANK OF NEW YORKNY · 135596781-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $166M |
Plans lost in 2024
Appeared last year under PRAGER METIS CPAS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
EMERY & WEBB, INC.NY · 141162720-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $13M |
PEREIRA & O'DELL LLCCA · 980557718-001 | WORLD INVESTMENT ADVISORS LLC | $10M |
THE MEDICAL TEAM, INC.VA · 541087014-003 | (new plan) | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | $664M | 3,554 | $54,107 | 7y | - |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $18,375 | 1y | 2 |
ISRAEL DISCOUNT BANK OF NEW YORKNY · 135596781-002 | $166M | 903 | $21,882 | 1y | 2 |
MOUNT SAINT MARY COLLEGENY · 141468399-001 | $96M | 702 | $20,500 | 5y | - |
TEAMSTERS LOCAL 277 PENSION BOARD OF TRUSTEESNY · 136696819-001 | $28M | 1,611 | $32,981 | 7y | - |
Flag exposure
80.0%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 (11)
Raw Schedule C names collapsed into PRAGER METIS CPAS, LLC.
- PRAGER METIS
- PRAGER METIS CPA LLC
- PRAGER METIS CPA'S
- PRAGER METIS CPA'S LLC
- PRAGER METIS CPA'S, LLC
- PRAGER METIS CPA'S, LLC.
- PRAGER METIS CPAS LLC
- PRAGER METIS CPAS, LLC
- PRAGER METIS, CPAS, LLC
- PRAGERMETIS
- PRAGERMETIS CPA 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 PRAGER METIS CPAS, 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 | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 1 | 20.00% | 0.14% | +19.86 pp |
| Corrective distributions | 2 | 40.00% | 1.76% | +38.24 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 PRAGER METIS CPAS, 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