SENSIBA SAN FILIPPO LLP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+4 YoYRank #1325 of mapped providers
Assets under administration$31.9B0.0%Market share · rank #430
Fees received$254,643Median $16,650/planSum across Schedule C direct + indirect
Net wins YoY+35 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 SENSIBA SAN FILIPPO LLP plan look like?
Service mix · median fees per plan
Count of plans where SENSIBA SAN FILIPPO LLP 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 | 10 | $16,465 | |
Other feesCode 99 | 1 | $17,250 |
Competitor overlap
Percent of SENSIBA SAN FILIPPO 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 SENSIBA SAN FILIPPO LLP.
| Sponsor | From | Assets |
|---|---|---|
UIPATH, INC.NY · 474333187-001 | PENSIONMARK FINANCIAL GROUP LLC | $202M |
ALIBABA.COM U.S. LLCCA · 770536787-001 | PRINCIPAL LIFE INSURANCE COMPANY | $100M |
DATASTAX, INC.CA · 272254206-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $49M |
CALIFORNIA HYDRONICS CORPORATIONCA · 941394204-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $31M |
INFOTRACK US INCCA · 854343705-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $13M |
Plans lost in 2024
Appeared last year under SENSIBA SAN FILIPPO LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE MYERS-BRIGGS COMPANYCA · 941337736-002 | IRELAND SAN FILIPPO, | $29M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ORACLE CORPORATIONCA · 542185193-001 | $31.0B | 101,985 | $82,500 | 10y | 1 |
UIPATH, INC.NY · 474333187-001 | $202M | 1,684 | $37,289 | 1y | 1 |
CONFLUENT, INCCA · 471824387-001 | $172M | 2,178 | $16,280 | 2y | 1 |
CLEARWAY ENERGY GROUP LLCCA · 371820831-001 | $151M | 1,192 | $14,750 | 3y | 1 |
ALPHA & OMEGA SEMICONDUCTOR, INC.CA · 770553536-001 | $105M | 929 | $15,000 | 2y | 1 |
ALIBABA.COM U.S. LLCCA · 770536787-001 | $100M | 691 | $20,000 | 3y | 1 |
DATASTAX, INC.CA · 272254206-001 | $49M | 639 | $7,874 | 1y | - |
CALIFORNIA HYDRONICS CORPORATIONCA · 941394204-001 | $31M | 233 | $17,250 | 4y | - |
INFOTRACK US INCCA · 854343705-001 | $13M | 350 | $9,250 | 1y | 1 |
SOLO W-2, INC.CA · 943280129-002 | $8M | 155 | $16,650 | 2y | 2 |
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 (9)
Raw Schedule C names collapsed into SENSIBA SAN FILIPPO LLP.
- SAN SENSIBA FILIPPO LLP
- SENSIBA
- SENSIBA LLP
- SENSIBA SAN FILIPPO
- SENSIBA SAN FILIPPO LLC
- SENSIBA SAN FILIPPO LLP
- SENSIBA SAN FILIPPO,
- SENSIBA SAN FILLIPO
- SENSIBA SAN FILLIPPO LLP
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 SENSIBA SAN FILIPPO 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 | 1 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 9 | 81.82% | 1.76% | +80.06 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 SENSIBA SAN FILIPPO 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
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).