WARD FISHER & COMPANY
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+1 YoYRank #1231 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3488
Fees received$502,159Median $31,200/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 WARD FISHER & COMPANY plan look like?
Service mix · median fees per plan
Count of plans where WARD FISHER & COMPANY 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 | 10 | $31,250 | |
Investment advisory (participants)Code 26 | 1 | $12,084 |
Competitor overlap
Percent of WARD FISHER & COMPANY'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 WARD FISHER & COMPANY.
| Sponsor | From | Assets |
|---|---|---|
STACY L. VILAORI · 050499357-001 | (new plan) | $122M |
Plans lost in 2024
Appeared last year under WARD FISHER & COMPANY; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RI LABORERS PENSION PLAN BOARD OF TRUSTEESRI · 516095806-001 | $378M | 3,537 | $31,200 | 10y | - |
TRUSTEES OF I.U.O.E. LOCAL 57RI · 050298773-001 | $259M | 1,702 | $27,200 | 10y | - |
RI LABORERS ANNUITY FUND BOARD OF TRUSTEESRI · 050417267-001 | $255M | 9,546 | $25,800 | 10y | - |
IBEW LOCAL UNION NO. 99RI · 056049537-002 | $179M | 1,334 | $76,750 | 6y | - |
BOARD OF TRUSTEES IUOE LOCAL 57RI · 050446832-001 | $146M | 1,268 | $27,200 | 10y | - |
BOARD OF TRUSTEES, UA OF PLUMBERS & PIPEFITTERS LOC 51RI · 050499357-001 | $127M | 1,581 | $99,040 | 8y | - |
BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLANCT · 056049538-001 | $110M | 1,595 | $94,925 | 10y | - |
LOCAL 51RI · 050504791-002 | $83M | 1,475 | $61,060 | 8y | - |
RI SHIPPING ASSN INTL LONGSHOREMEN' ASSN ANNUITY FUND, BOARD OF TRUSTENY · 050498731-002 | $23M | 140 | $15,600 | 8y | - |
MONTEREY SD PARTNERS, INC.CA · 912126651-001 | $2M | 276 | $12,084 | 6y | 1 |
Flag exposure
90.9%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 (24)
Raw Schedule C names collapsed into WARD FISHER & COMPANY.
- W.W. WARD III
- WARD AND SMITH, P.A.
- WARD CAPITAL MANAGEMENT
- WARD FISHER
- WARD FISHER & CO
- WARD FISHER & CO LLP
- WARD FISHER & CO.
- WARD FISHER & CO. LLP
- WARD FISHER & COMPANY
- WARD FISHER & COMPANY LLP
- WARD FISHER & COMPANY LLP.
- WARD FISHER & COMPANY, LLP
- WARD KRAEMER
- WARD LUCIEN STERLING AND GRAY
- WARD, FISHER & CO
- WARD, FISHER & CO. LLP
- WARD, FISHER & COMPANY LLC
- WARD, FISHER & COMPANY LLP
- WARD, FISHER & COMPANY, LLP
- WARD, FISHER AND COMPANY, LLP
- WARD, FISHER, & CO
- WARD, FISHER, & CO.
- WARD, JOSEPH
- WW WARD III
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 WARD FISHER & COMPANY'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 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 1 | 9.09% | 26.94% | -17.85 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 WARD FISHER & COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent