VINCENT LOMBARDI
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2086 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2241
Fees received$405,789Median $76,969/planSum across Schedule C direct + indirect
Net wins YoY-10 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 VINCENT LOMBARDI plan look like?
Service mix · median fees per plan
Count of plans where VINCENT LOMBARDI ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 3 | $76,969 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $21,475 | |
Employee (plan sponsor); Direct payment from the planCode 35 | 1 | $145,308 |
Competitor overlap
Percent of VINCENT LOMBARDI'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 VINCENT LOMBARDI.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under VINCENT LOMBARDI; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | WEAVER AND TIDWELL, LLP | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $145,308 | 6y | - |
PENSION PLAN OF LOCAL 464ANJ · 226051600-001 | $1.2B | 21,542 | $70,265 | 3y | - |
COMMUNITYAMERICA CREDIT UNIONKS · 446015072-002 | $578M | 2,823 | $21,475 | 10y | - |
BOARD OF TRUSTEES LOCAL 456 PENSION FUNDNY · 136123973-001 | $266M | 2,207 | $76,969 | 9y | - |
TRUSTEES OF NATIONAL PRODUCTION WORKERS UNION SEVERANCE TRUST FUNDIL · 362872107-011 | $10M | 9,002 | $91,772 | 10y | - |
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 (14)
Raw Schedule C names collapsed into VINCENT LOMBARDI.
- VINCENT EDWARD BOONE JR
- VINCENT FEDELE
- VINCENT GIANNINI
- VINCENT LARA
- VINCENT LOMBARDI
- VINCENT MARSHALL
- VINCENT P. SZELIGO
- VINCENT PISCITELLI
- VINCENT R. VIDMER
- VINCENT SAUL
- VINCENT SENESE
- VINCENT SZELIGO
- VINCENT VIDMER
- VINCENT VIDNER
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 VINCENT LOMBARDI'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 VINCENT LOMBARDI. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent