SOMERSET CPAS
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-6 YoYRank #10792 of mapped providers
Assets under administration$3M0.0%Market share · rank #10966
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY-60 won · 6 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 SOMERSET CPAS plan look like?
Service mix · median fees per plan
Count of plans where SOMERSET CPAS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 1 | $0 |
Competitor overlap
Percent of SOMERSET CPAS'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 SOMERSET CPAS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SOMERSET CPAS; not this year.
| Sponsor | To | Assets |
|---|---|---|
MCBRIDE CLINIC, INC.OK · 730714291-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $106M |
THE NATIONAL BANK OF INDIANAPOLIS CORPORATIONIN · 351887991-001 | EPIC RETIREMENT PLAN SERVICES | $85M |
METALEX MANUFACTURING, INC.OH · 311122107-001 | CBIZ RETIREMENT PLAN SERVICES | $42M |
PALMER TRUCKS, INC.IN · 351112033-001 | CBIZ RETIREMENT PLAN SERVICES | $34M |
WALKER INFORMATION, INC.IN · 351108109-002 | PROCOURSE FIDUCIARY ADVISORS, LLC | $27M |
SLAVIC MUTUAL FUND MANAGEMENT CORP.FL · 592749576-001 | (new plan) | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PRIMERA ENGINEERS, LTDIL · 363520747-002 | $3M | 404 | $0 | 4y | - |
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 SOMERSET CPAS.
- SOMERSET CPA
- SOMERSET CPA'S
- SOMERSET CPA'S P.C.
- SOMERSET CPAS
- SOMERSET CPAS AND ADVISORS
- SOMERSET CPAS P.C.
- SOMERSET CPAS PC
- SOMERSET CPAS, P.C.
- SOMERSET CPAS, PC
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 SOMERSET CPAS'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 | 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 SOMERSET CPAS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent