REHMANN ROBSON
33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served52+1 YoYRank #347 of mapped providers
Assets under administration$7.2B0.0%Market share · rank #1735
Fees received$1MMedian $22,546/planSum across Schedule C direct + indirect
Net wins YoY+012 won · 12 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 REHMANN ROBSON plan look like?
Service mix · median fees per plan
Count of plans where REHMANN ROBSON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Accounting (including auditing)Code 10 | 26 | $21,668 | |
Other fees; Investment advisory (plan)Code 27 | 9 | $28,000 | |
Other feesCode 99 | 6 | $24,270 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 5 | $9,784 | |
Other fees; Other services; Contract Administrator; Direct payment from the planCode 13 | 3 | $6,196 | |
Other services; Other feesCode 49 | 2 | $20,013 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $12,399 | |
Consulting (general)Code 16 | 1 | $20,085 |
Competitor overlap
Percent of REHMANN ROBSON'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 REHMANN ROBSON.
| Sponsor | From | Assets |
|---|---|---|
DAIKIN COMFORT TECHNOLOGIES MANUFACTURING, L.P.TX · 760423371-001 | STULB & ASSOCIATES, APAC | $635M |
MAGNIT GLOBAL SOLUTIONS, INC.CA · 273835632-001 | BAKER TILLY US, LLP | $484M |
FRANKENMUTH INSURANCE COMPANYMI · 380555290-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $232M |
A. DUDA & SONS, INC.FL · 590700499-003 | THE LAMPO GROUP, INC. | $129M |
TLC ENGINEERING SOLUTIONS, INC.FL · 591228645-002 | (new plan) | $91M |
ADCS CLINICS, LLC, DBA ADVANCED DERMATOLOGY AND COSMETIC SURGERYFL · 593134183-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $65M |
COUNTY NATIONAL BANKMI · 380650660-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $28M |
PERFECTO INDUSTRIES, INC.MI · 311034000-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $20M |
PACIFIC INDUSTRIAL DEVELOPMENTMI · 383088899-001 | (new plan) | $12M |
ADVANCED VEIN THERAPIES, P.L.L.C. DBA MILLER VEINMI · 205146519-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under REHMANN ROBSON; not this year.
| Sponsor | To | Assets |
|---|---|---|
DICKINSON WRIGHT PLLCMI · 381364333-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $274M |
SIGNATURE AVIATION USA, LLCFL · 593096227-002 | CALLAN ASSOCIATES | $243M |
REHMANN LLCMI · 383567911-002 | NATIONWIDE | $185M |
INDEPENDENT BANK CORPORATIONMI · 382032782-003 | PRINCIPAL LIFE INSURANCE COMPANY | $89M |
FABIANO BROTHERS, INC.MI · 381887346-001 | PRINCIPAL LIFE INSURANCE COMPANY | $31M |
NOVARES US LLCMI · 351997449-001 | GREGORY J SCHWARTZ & COMPANY INC | $26M |
WILLIAMS DISTRIBUTING COMPANYMI · 381860494-004 | GLOBAL RETIREMENT PARTNERS LLC | $24M |
SAINT EDWARD'S SCHOOLFL · 591059214-001 | USI CONSULTING GROUP | $22M |
DOUVILLE-JOHNSTON CORPORATIONMI · 381273676-001 | (new plan) | $11M |
ROBERTSON CONSTRUCTION SERVICES, INC.OH · 311502538-001 | (new plan) | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DARDEN RESTAURANTS, INC.FL · 593305930-044 | $1.6B | 210,222 | $25,250 | 1y | - |
DANA LIMITEDOH · 261318190-147 | $896M | 4,711 | $24,270 | 4y | 1 |
SPARTANNASH COMPANYMI · 380593940-002 | $709M | 18,814 | $18,224 | 10y | - |
DAIKIN COMFORT TECHNOLOGIES MANUFACTURING, L.P.TX · 760423371-001 | $635M | 13,048 | $23,019 | 1y | 1 |
MAGNIT GLOBAL SOLUTIONS, INC.CA · 273835632-001 | $484M | 33,950 | $45,250 | 1y | 1 |
ILITCH HOLDINGS, INC.MI · 383357937-002 | $307M | 5,736 | $22,336 | 4y | 2 |
ASAHI KASEI AMERICA, INC.MI · 132698638-001 | $294M | 1,966 | $25,000 | 9y | - |
DANA LIMITEDOH · 261318190-106 | $275M | 8,144 | $24,270 | 4y | 1 |
FRANKENMUTH INSURANCE COMPANYMI · 380555290-001 | $232M | 1,058 | $13,500 | 6y | - |
WEBASTO ROOF SYSTEMS INC.MI · 382035775-002 | $167M | 3,579 | $20,085 | 4y | - |
Flag exposure
76.9%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 (33)
Raw Schedule C names collapsed into REHMANN ROBSON.
- REHMAN GROUP
- REHMAN ROBSON
- REHMAN ROBSON, LLC
- REHMANN
- REHMANN ACCOUNTING, LLC
- REHMANN CAPITAL ADVISORY
- REHMANN CAPITAL ADVISORY GROUP
- REHMANN CAPITAL ADVISORY GROUP LLC
- REHMANN CAPITAL ADVISORY GROUP, LLC
- REHMANN FINANCIAL
- REHMANN FINANCIAL GROUP
- REHMANN FINANCIAL GROUP LLC
- REHMANN FINANCIAL GROUP, LLC
- REHMANN FINANCIAL LLC
- REHMANN FINANCIAL NETWORK, LLC
- REHMANN FINANICAL GROUP
- REHMANN GROUP
- REHMANN INSURANCE GROUP LLC
- REHMANN LLC
- REHMANN LLC DBA REHMANN
- REHMANN LLC DBA REHMANN FINANCIAL
- REHMANN LLC DBA REHMANN FINANCIAL G
- REHMANN LLC DBO REHMANN FIN GROUP
- REHMANN RETIREMENT BUILDERS
- REHMANN ROBSON
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 REHMANN ROBSON'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 | 1 | 1.92% | 7.76% | -5.84 pp |
| Fidelity bond gap | 1 | 1.92% | 26.94% | -25.02 pp |
| Late contributions | 12 | 23.08% | 1.71% | +21.36 pp |
| Failed to provide benefit | 2 | 3.85% | 0.14% | +3.71 pp |
| Corrective distributions | 13 | 25.00% | 1.76% | +23.24 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 REHMANN ROBSON. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).