WENDY WEISS
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #1979 of mapped providers
Assets under administration$18.4B0.0%Market share · rank #699
Fees received$484,385Median $80,185/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 WENDY WEISS plan look like?
Service mix · median fees per plan
Count of plans where WENDY WEISS 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 | 5 | $80,185 |
Competitor overlap
Percent of WENDY WEISS'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 WENDY WEISS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | MITTERA INC | $15.0B |
Plans lost in 2024
Appeared last year under WENDY WEISS; not this year.
| Sponsor | To | Assets |
|---|---|---|
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | BRANDYWINE GLOBAL INVESTMENT MGMT | $1.4B |
WENDYS OF BOWLING GREEN, INC.KY · 610888584-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $219,184 | 1y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 PENSION FUNDMA · 046013863-001 | $1.3B | 7,096 | $28,932 | 5y | - |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | $1.0B | 25,701 | $86,733 | 10y | - |
PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLANNY · 133877439-003 | $961M | 5,695 | $80,185 | 8y | 1 |
PLUMBERS LOCAL NO. 68 PENSION PLAN OF DEFINED CONTRIBUTION BENEFITSTX · 901259351-001 | $64M | 3,458 | $69,351 | 7y | - |
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 (12)
Raw Schedule C names collapsed into WENDY WEISS.
- WENDY A BATCHELDER
- WENDY CLEMENTS
- WENDY CRAWFORD
- WENDY DITTRICH
- WENDY FRYE
- WENDY L GRABEL, ATTO
- WENDY L. GRABEL
- WENDY SALVATIERRA
- WENDY SPAGNOLO
- WENDY WEISS
- WENDY'S OF BOWLING GREEN INC
- WENDY'S OF BOWLING GREEN, INC
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 WENDY WEISS'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 | 1 | 20.00% | 1.71% | +18.29 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 WENDY WEISS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent