VON BRIESEN & ROPER
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+2 YoYRank #2121 of mapped providers
Assets under administration$962M0.0%Market share · rank #4574
Fees received$388,482Median $43,536/planSum across Schedule C direct + indirect
Net wins YoY+12 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 VON BRIESEN & ROPER plan look like?
Service mix · median fees per plan
Count of plans where VON BRIESEN & ROPER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 3 | $61,299 | |
Consulting (general)Code 16 | 1 | $46,670 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $12,544 | |
Employee (plan)Code 30 | 1 | $27,384 |
Competitor overlap
Percent of VON BRIESEN & ROPER'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 VON BRIESEN & ROPER.
| Sponsor | From | Assets |
|---|---|---|
MONUMENT HEALTH, INC.SD · 201487506-001 | AB FUNDS | $105M |
NORTH SHORE BANKWI · 390506400-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $38M |
Plans lost in 2024
Appeared last year under VON BRIESEN & ROPER; not this year.
| Sponsor | To | Assets |
|---|---|---|
MONUMENT HEALTH, INC.SD · 201487506-002 | STRATEGIC ADVISORS, INC. | $301M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MODINE MANUFACTURING COMPANYWI · 390482000-024 | $408M | 4,683 | $46,670 | 8y | - |
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLANNY · 133523453-001 | $259M | 5,146 | $27,384 | 1y | - |
MODINE MANUFACTURING COMPANYMS · 390482000-003 | $150M | 4,772 | $200,184 | 7y | - |
MONUMENT HEALTH, INC.SD · 201487506-001 | $105M | 4,170 | $61,299 | 1y | - |
NORTH SHORE BANKWI · 390506400-001 | $38M | 291 | $40,401 | 1y | - |
KPG HEALTHCARE, LLCAZ · 453758041-002 | $3M | 220 | $12,544 | 2y | 2 |
Flag exposure
83.3%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 VON BRIESEN & ROPER.
- VON BERGE WEALTH MANAGEMENT
- VON BRIESEN
- VON BRIESEN & ROPER
- VON BRIESEN & ROPER SC
- VON BRIESEN & ROPER, S.C.
- VON LEHMAN AND COMPANY
- VON TOBEL
- VON WILLIAMS
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 VON BRIESEN & ROPER'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 | 1 | 16.67% | 26.94% | -10.27 pp |
| Late contributions | 1 | 16.67% | 1.71% | +14.95 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 VON BRIESEN & ROPER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent