UNITED FORMS FINISHING
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-5 YoYRank #11015 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2473
Fees received$161,239Median $161,239/planSum across Schedule C direct + indirect
Net wins YoY-50 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 UNITED FORMS FINISHING plan look like?
Service mix · median fees per plan
Count of plans where UNITED FORMS FINISHING ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Copying and duplicating; Direct payment from the planCode 36 | 1 | $161,239 |
Competitor overlap
Percent of UNITED FORMS FINISHING'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 UNITED FORMS FINISHING.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under UNITED FORMS FINISHING; not this year.
| Sponsor | To | Assets |
|---|---|---|
KPMG LLPNJ · 135565207-011 | THE VANGUARD GROUP, INC. | $8.9B |
BETH ISRAEL LAHEY HEALTH, INC.MA · 832671600-001 | BETH ISRAEL LAHEY HEALTH | $671M |
PVH CORP.NJ · 131166910-008 | WILLIS TOWERS WATSON US LLC | $571M |
VISITING NURSE SERVICE OF NEW YORKNY · 133189926-001 | UBS FINANCIAL SERVICES INC | $489M |
SUN CHEMICAL CORPORATIONNJ · 222761297-002 | MORGAN STANLEY SMITH BARNEY | $326M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KPMG LLPNJ · 135565207-016 | $3.1B | 71,845 | $161,239 | 8y | - |
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 (8)
Raw Schedule C names collapsed into UNITED FORMS FINISHING.
- UNITED FORM FINISHING
- UNITED FORM FINISHING CORPORATION
- UNITED FORMS AND FINISHING CORP
- UNITED FORMS FINISHING
- UNITED FORMS FINISHING CO., INC
- UNITED FORMS FINISHING CORP
- UNITED FORMS FINISHING CORP.
- UNITED FORMS FINISHING 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 UNITED FORMS FINISHING'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 UNITED FORMS FINISHING. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent