WARNER NORCROSS & JUDD LLP
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17Rank #1042 of mapped providers
Assets under administration$8.7B0.0%Market share · rank #1442
Fees received$653,220Median $25,433/planSum across Schedule C direct + indirect
Net wins YoY-33 won · 6 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 WARNER NORCROSS & JUDD LLP plan look like?
Service mix · median fees per plan
Count of plans where WARNER NORCROSS & JUDD LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 16 | $25,760 | |
Legal; Contract AdministratorCode 13 | 1 | $600 |
Competitor overlap
Percent of WARNER NORCROSS & JUDD LLP'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 WARNER NORCROSS & JUDD LLP.
| Sponsor | From | Assets |
|---|---|---|
MUNSON HEALTHCAREMI · 382640544-002 | EAGLE CAPITAL MANAGEMENT, LLC | $371M |
JSJ CORPORATIONMI · 381941886-011 | GREAT-WEST LIFE & ANNUITY INSURANCE | $128M |
TOMPKINS FINANCIAL CORPORATIONNY · 141811613-001 | NEUBERGER BERMAN | $88M |
Plans lost in 2024
Appeared last year under WARNER NORCROSS & JUDD LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE DOW CHEMICAL COMPANYMI · 381285128-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $10.1B |
P & M HOLDING GROUP, LLPMI · 381357951-003 | CHARLES SCHWAB & CO., INC. | $565M |
P & M HOLDING GROUP, LLPMI · 381357951-004 | CHARLES SCHWAB & CO., INC. | $210M |
KSPG HOLDING USA, INC.WI · 510257461-335 | ONEDIGITAL INVESTMENT ADVISORS LLC | $88M |
DENSO INTERNATIONAL AMERICA, INC.MI · 382651421-001 | (new plan) | $3M |
HOLCIM PARTICIPATIONS (US) INC.MI · 541527022-001 | (new plan) | $74,119 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DENSO INTERNATIONAL AMERICA, INC.MI · 382651421-002 | $2.1B | 13,826 | $68,073 | 10y | 2 |
AMRIZE NORTH AMERICA INC.MI · 541527022-302 | $1.3B | 11,601 | $33,073 | 7y | 2 |
MICHIGAN CREDIT UNION LEAGUEMI · 380826778-334 | $996M | 15,666 | $70,206 | 10y | 1 |
CHRISTIAN SCHOOLS INTERNATIONALMI · 381565440-001 | $891M | 10,242 | $112,707 | 9y | - |
P & M HOLDING GROUP, LLPMI · 381357951-003 | $747M | 5,207 | $20,181 | 3y | 1 |
MUNSON HEALTHCAREMI · 382640544-003 | $486M | 9,708 | $12,216 | 4y | - |
MUNSON HEALTHCAREMI · 382640544-002 | $371M | 2,623 | $13,552 | 1y | - |
PERNOD RICARD USA, LLCNY · 522318616-004 | $358M | 2,278 | $25,433 | 10y | 2 |
NSK AMERICAS, INC.MI · 382002916-334 | $281M | 2,123 | $17,993 | 2y | 2 |
P & M HOLDING GROUP, LLPMI · 381357951-004 | $250M | 1,503 | $10,933 | 3y | - |
Flag exposure
88.2%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 (15)
Raw Schedule C names collapsed into WARNER NORCROSS & JUDD LLP.
- WARNER AND COMPANY, CPA'S
- WARNER NORCROSS
- WARNER NORCROSS & JU
- WARNER NORCROSS & JUDD
- WARNER NORCROSS & JUDD LLP
- WARNER NORCROSS & JUDD, LLP
- WARNER NORCROSS + JUDD LLC
- WARNER NORCROSS + JUDD LLP
- WARNER NORCROSS AND JUDD LLP
- WARNER NORCROSS JUDD LLP
- WARNER NORCROSS&JUDD
- WARNER NORCROSS&JUDD LLP
- WARNER, NORCROSS & JUDD
- WARNER, NORCROSS & JUDD LLP
- WARNER, NORCROSS, & JUDD 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 WARNER NORCROSS & JUDD LLP'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 | 5.88% | 26.94% | -21.06 pp |
| Late contributions | 2 | 11.76% | 1.71% | +10.05 pp |
| Failed to provide benefit | 2 | 11.76% | 0.14% | +11.63 pp |
| Corrective distributions | 7 | 41.18% | 1.76% | +39.42 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 WARNER NORCROSS & JUDD LLP. 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).