SPENCER FANE LLP
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26+5 YoYRank #575 of mapped providers
Assets under administration$6.1B0.0%Market share · rank #1717
Fees received$800,763Median $20,071/planSum across Schedule C direct + indirect
Net wins YoY+78 won · 1 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 SPENCER FANE LLP plan look like?
Service mix · median fees per plan
Count of plans where SPENCER FANE LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 23 | $19,955 | |
Consulting (general)Code 16 | 1 | $14,248 | |
Employee (plan); Direct payment from the planCode 30 | 1 | $59,678 | |
Other fees; Direct payment from the planCode 50 | 1 | $20,186 |
Competitor overlap
Percent of SPENCER FANE 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 SPENCER FANE LLP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLANAZ · 860434707-002 | JENNINGS, STROUSS & SALMON, PLC | $404M |
BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLANAZ · 866025734-001 | CAPFINANCIAL PARTNERS LLC | $384M |
BLUE CROSS AND BLUE SHIELD OF KANSAS CITYMO · 431257251-001 | MERCER | $166M |
HAWKEYE INSURANCE ASSOCIATIONIA · 421438152-001 | MILLIMAN, INC. | $115M |
TRUSTEES - COLORADO IRON WORKERS INDIVIDUAL ACCOUNT TRUST FUNDCO · 841230960-001 | INVESCO | $18M |
BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 394 DCAZ · 516031325-002 | SOUTHWEST SERVICE ADMINISTRATORS | $15M |
CLEMENTS FOODS COMPANYOK · 730613986-001 | HOGANTAYLOR LLP | $9M |
BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOC 394 PENSION TRUST FUNDAZ · 516031325-001 | JENNINGS, STROUSS & SALMON, PLC | $1M |
Plans lost in 2024
Appeared last year under SPENCER FANE LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE ROCKY MOUNTAIN UFCW PENSION PLAN C/O ZENITH AMERICAN SCO · 846045986-001 | $1.3B | 68,000 | $28,400 | 9y | - |
EVERGY, INC.MO · 822733395-001 | $1.2B | 6,847 | $12,810 | 7y | - |
BOARD OF TRUSTEES ARIZONA PIPE TRADES DC PENSION PLANAZ · 860434707-002 | $461M | 9,484 | $66,584 | 2y | 1 |
BOARD OF TRUSTEES ARIZONA PIPE TRADES PENSION PLANAZ · 866025734-001 | $419M | 5,112 | $66,680 | 2y | - |
AG PROCESSING INCNE · 420615016-020 | $379M | 2,968 | $10,526 | 1y | - |
TRUSTEES OF GRINNELL COLLEGEIA · 420680387-001 | $374M | 2,034 | $20,186 | 5y | - |
OPERATING ENGINEERS LOCAL 428 ANNUITY TRUST FUNDAZ · 866025732-002 | $313M | 8,185 | $32,358 | 2y | - |
UTAH SHEET METAL PENSION TRUSTUT · 876156446-001 | $249M | 1,602 | $30,628 | 5y | - |
MFA INCORPORATEDMO · 430415080-006 | $230M | 2,899 | $38,976 | 2y | - |
EVERGY, INC.MO · 822733395-002 | $201M | 2,090 | $47,367 | 5y | - |
Flag exposure
96.2%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 (12)
Raw Schedule C names collapsed into SPENCER FANE LLP.
- SPENCER A. RYGAS
- SPENCER FANE
- SPENCER FANE BRITT & BROWNE
- SPENCER FANE BRITT & BROWNE LLP
- SPENCER FANE BRITT & BROWNE, LLP
- SPENCER FANE BRITT BROWNE LLP
- SPENCER FANE LLC
- SPENCER FANE LLP
- SPENCER FANE, LLP
- SPENCER MATUSKY
- SPENCER RANKIN
- SPENCERFANE 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 SPENCER FANE 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 | 3.85% | 7.76% | -3.92 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 15.38% | 1.71% | +13.67 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 SPENCER FANE 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