ROBIN S. WEINGAST & ASSOCIATES, INC
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-1 YoYRank #1469 of mapped providers
Assets under administration$2.4B0.0%Market share · rank #2886
Fees received$447,883Median $36,249/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 ROBIN S. WEINGAST & ASSOCIATES, INC plan look like?
Service mix · median fees per plan
Count of plans where ROBIN S. WEINGAST & ASSOCIATES, INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract Administrator; Other investment fees and expensesCode 13 | 6 | $10,223 | |
Direct payment from the plan; Employee (plan)Code 30 | 2 | $48,820 | |
Employee (plan sponsor)Code 35 | 1 | $89,943 |
Competitor overlap
Percent of ROBIN S. WEINGAST & ASSOCIATES, INC'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 ROBIN S. WEINGAST & ASSOCIATES, INC.
| Sponsor | From | Assets |
|---|---|---|
PENSACOLA HEALTH PARTNERSKY · 880867677-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under ROBIN S. WEINGAST & ASSOCIATES, INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
WIRELESS EXPERIENCE GROUP, INC.NJ · 454166124-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF GC-NPFIL · 526118568-001 | $1.5B | 26,608 | $89,943 | 10y | - |
BOARD OF TRUSTEES LOCAL 1298 PENSION FUNDNY · 111970385-001 | $479M | 3,227 | $61,390 | 10y | - |
BOARD OF TRUSTEES LOCAL 1298 ANNUITY FUNDNY · 112911064-001 | $282M | 2,968 | $36,249 | 10y | - |
CARERITE CENTERS, LLCNJ · 452505538-003 | $32M | 2,657 | $140,953 | 10y | 1 |
GREENWICH WOODS REHABILITATION, LLCCT · 472351628-001 | $9M | 511 | $45,097 | 8y | - |
EIHAB HUMAN SERVICES, INC.NY · 113376415-001 | $8M | 1,669 | $34,076 | 8y | 2 |
HUMAN CARE SERVICES FOR FAMILIES AND CHILDRENNY · 113338946-002 | $5M | 327 | $14,573 | 9y | 1 |
BERGEN SHIPPERS CORP. DBA BERGEN LOGISTICSNJ · 800556716-001 | $4M | 1,002 | $10,252 | 5y | 1 |
PENSACOLA HEALTH PARTNERSKY · 880867677-001 | $2M | 1,155 | $15,350 | 1y | 1 |
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 (25)
Raw Schedule C names collapsed into ROBIN S. WEINGAST & ASSOCIATES, INC.
- ROBIN B. DONNELLY
- ROBIN DONOVICK
- ROBIN M TOMASULA
- ROBIN M. TOMASULA
- ROBIN MODRZEJEWSKI
- ROBIN ROBINSON
- ROBIN S WEINGAST
- ROBIN S WEINGAST & ASSOCIATES
- ROBIN S WEINGAST & ASSOCIATES INC.
- ROBIN S WEINGAST & ASSOCIATES, INC.
- ROBIN S WEINGAST AND ASSOCIATES
- ROBIN S WEINGAST AND ASSOCIATES INC
- ROBIN S. WEINGAST
- ROBIN S. WEINGAST & ASSOC. INC.
- ROBIN S. WEINGAST & ASSOC., INC
- ROBIN S. WEINGAST & ASSOCIATES
- ROBIN S. WEINGAST & ASSOCIATES INC
- ROBIN S. WEINGAST & ASSOCIATES INC.
- ROBIN S. WEINGAST & ASSOCIATES, INC
- ROBIN S. WEINGAST & ASSOCIATES,INC.
- ROBIN S. WEINGAST * ASSOCIATES, INC
- ROBIN S. WEINGAST, INC
- ROBIN SEXTON
- ROBIN SHERMAN
- ROBIN YOUNGER
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 ROBIN S. WEINGAST & ASSOCIATES, INC'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 | 1 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 5 | 55.56% | 1.71% | +53.84 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 ROBIN S. WEINGAST & ASSOCIATES, INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent