THE WAGNER LAW GROUP
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15-2 YoYRank #939 of mapped providers
Assets under administration$3.8B0.0%Market share · rank #2219
Fees received$599,090Median $37,560/planSum across Schedule C direct + indirect
Net wins YoY-26 won · 8 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 THE WAGNER LAW GROUP plan look like?
Service mix · median fees per plan
Count of plans where THE WAGNER LAW GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 13 | $40,000 | |
Actuarial; Direct payment from the planCode 11 | 1 | $12,650 | |
Other feesCode 99 | 1 | $2,575 |
Competitor overlap
Percent of THE WAGNER LAW GROUP'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 THE WAGNER LAW GROUP.
| Sponsor | From | Assets |
|---|---|---|
CENTRAL NATIONAL GOTTESMAN INC.NY · 130425246-001 | MOSES & SINGER LLP | $124M |
AMPEX CORPORATIONCT · 133667696-009 | PINNACLE ASSOCIATES LTD | $109M |
KEYSTONE POWDERED METAL COMPANYPA · 251635401-008 | GREAT-WEST LIFE & ANNUITY INSURANCE | $9M |
OSBORN & BARR COMMUNICATIONS, INC.MO · 431480127-002 | PRINCIPAL LIFE INSURANCE COMPANY | $3M |
SABIN METAL CORPORATIONNY · 111736129-001 | USI CONSULTING GROUP | $513,060 |
KEYSTONE POWDERED METAL COMPANYPA · 251635401-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $0 |
Plans lost in 2024
Appeared last year under THE WAGNER LAW GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | RSM US LLP | $7.5B |
DANIEL J. EDELMAN HOLDINGS, INC.IL · 800830746-002 | THE VANGUARD GROUP, INC. | $474M |
MERCURY SYSTEMS, INC.MA · 042741391-001 | RPW SOLUTIONS LLC | $440M |
COGNEX CORPORATIONMA · 042713778-001 | THE VANGUARD GROUP, INC. | $227M |
GETRONICS US OPERATIONS, INC.FL · 651192994-005 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | $109M |
MIDWEST AIR TRAFFIC CONTROL SERVICE, INC.KS · 480872931-001 | MIDWEST ATC SERVICE, INC. | $54M |
RICHARDSON OILSEED PRODUCTS (US) LIMITEDTN · 454646114-006 | STANDARD RETIREMENT SERVICES | $7M |
METROPOLITAN FAMILY SERVICESIL · 362167940-003 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TATA AMERICA INTERNATIONAL CORPORATIONNJ · 132805758-001 | $2.4B | 60,401 | $19,200 | 5y | 1 |
WARNER MUSIC GROUPNY · 133565869-001 | $446M | 3,271 | $29,911 | 6y | 2 |
SUMITOMO ELECTRIC U.S.A HOLDINGS, INC.NY · 561646307-001 | $246M | 2,484 | $40,000 | 10y | 2 |
BOARD OF TRUSTEES, BRICK MASONS' PENSION TRUSTCA · 956093333-001 | $154M | 1,949 | $98,323 | 4y | - |
QINETIQ INC.VA · 541642759-001 | $128M | 1,956 | $65,076 | 2y | 1 |
QINETIQ INC.VA · 541642759-003 | $128M | 1,956 | $65,076 | 4y | 1 |
CENTRAL NATIONAL GOTTESMAN INC.NY · 130425246-001 | $124M | 828 | $37,560 | 1y | - |
AMPEX CORPORATIONCT · 133667696-009 | $109M | 1,238 | $79,892 | 1y | - |
UNION ROOFERS SUPPLEMENTAL ANNUITY TRUST FUNDCA · 953070101-001 | $48M | 5,782 | $11,354 | 2y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA BRICKLAYERSCA · 956835541-002 | $39M | 2,389 | $72,669 | 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 (6)
Raw Schedule C names collapsed into THE WAGNER LAW GROUP.
- THE WAGNER LAW GROUP
- THE WAGNER LAW GROUP.
- THE WAGNOR LAW GROUP
- WAGNER
- WAGNER LAW
- WAGNER LAW GROUP
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 THE WAGNER LAW GROUP'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 | 6.67% | 7.76% | -1.10 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 13.33% | 1.71% | +11.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 33.33% | 1.76% | +31.57 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 THE WAGNER LAW GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent