TRONCONI SEGARRA & ASSOCIATES
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-3 YoYRank #1055 of mapped providers
Assets under administration$1.5B0.0%Market share · rank #3632
Fees received$236,084Median $16,083/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 TRONCONI SEGARRA & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where TRONCONI SEGARRA & ASSOCIATES 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 | 13 | $17,050 | |
Other fees; LegalCode 29 | 1 | $9,000 |
Competitor overlap
Percent of TRONCONI SEGARRA & ASSOCIATES'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 TRONCONI SEGARRA & ASSOCIATES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under TRONCONI SEGARRA & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
DELAWARE NORTH COMPANIES, INCORPORATEDNY · 160994528-004 | JOHN HANCOCK LIFE INSURANCE COMPANY | $313M |
DELAWARE NORTH COMPANIES, INCORPORATEDNY · 160994528-007 | JOHN HANCOCK LIFE INSURANCE COMPANY | $52M |
WHEELING ISLAND GAMING, INC.NY · 161333214-009 | JOHN HANCOCK LIFE INSURANCE COMPANY | $26M |
CURRIER PLASTICS, INC.NY · 161190840-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COBHAM BENEFITS HOLDING, LLCDE · 994364674-001 | $762M | 3,828 | $32,800 | 1y | - |
U.A. PLUMBERS & STEAMFITTERS LOCAL 22 PENSION FUNDNY · 160920434-001 | $289M | 1,968 | $26,125 | 8y | - |
DAEMEN UNIVERSITYNY · 160759798-001 | $103M | 672 | $9,450 | 1y | - |
U.A. PLUMBERS AND STEAMFITTERS LOCAL NO. 22 ANNUITY FUNDNY · 770596978-001 | $102M | 1,160 | $15,116 | 8y | - |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLANNY · 166051585-001 | $64M | 799 | $19,830 | 9y | - |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 ANNUITY FUNDNY · 161592883-001 | $38M | 460 | $11,830 | 9y | - |
GLAZIERS & GLASSWORKERS LOCAL 660 INDIVIDUAL ACCOUNT PLANNY · 160921100-002 | $30M | 457 | $17,050 | 10y | - |
TRUSTEES OF BRICKLAYERS & ALLIED CRAFT WORKERS LO 3 NY NIAGARA FALLS-BNY · 160849723-001 | $27M | 667 | $21,718 | 4y | - |
IRR SUPPLY CENTERS, INC.NY · 160908961-001 | $26M | 393 | $9,000 | 3y | - |
BOSTON PROFESSIONAL HOCKEY ASSOCIATION, INC.NY · 041106880-004 | $22M | 295 | $6,500 | 7y | - |
Flag exposure
85.7%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 (11)
Raw Schedule C names collapsed into TRONCONI SEGARRA & ASSOCIATES.
- TRACONI SEGARRA & ASSOCIATES
- TRONCONI & SEGARRA
- TRONCONI SEGARRA & ASSCOCIATES
- TRONCONI SEGARRA & ASSOCIATES
- TRONCONI SEGARRA & ASSOCIATES LLP
- TRONCONI SEGARRA & ASSOCIATES, LLP
- TRONCONI SEGARRA & ASSOICATES LLP
- TRONCONI SEGARRA AND ASSOCIATES LLP
- TRONCONI, SEGARRA & ASSOCIATES LLP
- TRONCONI, SEGARRA & ASSOCIATES, LLP
- TRONCONI,SEGARRA & ASSOCIATES 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 TRONCONI SEGARRA & ASSOCIATES'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 | 1 | 7.14% | 1.71% | +5.43 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 TRONCONI SEGARRA & ASSOCIATES. 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).