ROMEO WIGGINS & COMPANY, LLP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-2 YoYRank #2552 of mapped providers
Assets under administration$2.4B0.0%Market share · rank #2819
Fees received$71,655Median $10,075/planSum across Schedule C direct + indirect
Net wins YoY-21 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 ROMEO WIGGINS & COMPANY, LLP plan look like?
Service mix · median fees per plan
Count of plans where ROMEO WIGGINS & COMPANY, LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 4 | $10,075 |
Competitor overlap
Percent of ROMEO WIGGINS & COMPANY, LLP'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 ROMEO WIGGINS & COMPANY, LLP.
| Sponsor | From | Assets |
|---|---|---|
NETSERTIVE, INC.NC · 273004203-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $9M |
Plans lost in 2024
Appeared last year under ROMEO WIGGINS & COMPANY, LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSAL SERVICES OF AMERICA, L.P.PA · 611790568-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $592M |
GFL ENVIRONMENTAL HOLDINGS (US), INC.NC · 384015039-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $264M |
INSIGHTSOFTWARE, LLCNC · 561944603-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $60M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BUILDERS FIRSTSOURCE, INC.MA · 522084569-001 | $1.7B | 37,618 | $43,330 | 3y | 1 |
WOLFSPEED, INC.NC · 561572719-001 | $505M | 5,792 | $11,200 | 4y | 1 |
GREGORY POOLE EQUIPMENT COMPANYNC · 560487311-001 | $167M | 1,783 | $8,175 | 7y | 1 |
NETSERTIVE, INC.NC · 273004203-001 | $9M | 147 | $8,950 | 1y | - |
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 (8)
Raw Schedule C names collapsed into ROMEO WIGGINS & COMPANY, LLP.
- ROMEO WIGGINS & COMPANY LLP
- ROMEO WIGGINS & COMPANY, LLP
- ROMEO WIGGINS AND CO
- ROMEO, WIGGINS & COMPANY L.L.P.
- ROMEO, WIGGINS & COMPANY, L.L.P.
- ROMEO, WIGGINS & COMPANY, LLP
- ROMEO, WIGGINS, & COMPANY, LLP
- ROMEO. WIGGINS, & COMPANY, L.L.C.
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 ROMEO WIGGINS & COMPANY, LLP'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 75.00% | 1.76% | +73.24 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 ROMEO WIGGINS & COMPANY, LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent