WEYRICH, CRONIN & SORRA, LLC
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2633 of mapped providers
Assets under administration$673M0.0%Market share · rank #4625
Fees received$63,998Median $12,950/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 WEYRICH, CRONIN & SORRA, LLC plan look like?
Service mix · median fees per plan
Count of plans where WEYRICH, CRONIN & SORRA, LLC 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 | 3 | $13,500 | |
Consulting (pension); Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting fees; Recordkeeping feesCode 15 | 1 | $12,400 |
Competitor overlap
Percent of WEYRICH, CRONIN & SORRA, LLC'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 WEYRICH, CRONIN & SORRA, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WEYRICH, CRONIN & SORRA, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
RMF ENGINEERING, INC.MD · 521279953-001 | OSAIC WEALTH INC | $58M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE HENRY M. JACKSON FOUNDATION FOR THE ADV OF MILITARY MEDICINE, INC.MD · 521317896-001 | $616M | 7,411 | $13,500 | 8y | 1 |
TATE ACCESS FLOORS, INC.MD · 520781996-001 | $40M | 505 | $12,400 | 9y | 1 |
SAMUEL SHAPIRO & CO., INC.MD · 520481650-001 | $18M | 180 | $11,500 | 7y | - |
BELTWAY INTERNATIONAL, LLCMD · 522059895-001 | $0 | 0 | $26,598 | 7y | 1 |
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 (22)
Raw Schedule C names collapsed into WEYRICH, CRONIN & SORRA, LLC.
- RRR, LLC
- WEYRICH CORINN & SORRA, LLC
- WEYRICH CRONIN & SORRA
- WEYRICH CRONIN & SORRA CHARTERED
- WEYRICH CRONIN & SORRA L
- WEYRICH CRONIN & SORRA LLC
- WEYRICH CRONIN & SORRA, CHARTERED
- WEYRICH CRONIN & SORRA, LLC
- WEYRICH CRONIN AND SORRA
- WEYRICH CRONIN AND SORRA LLC
- WEYRICH CRONIN SORRA
- WEYRICH, CRONIN & SORRA
- WEYRICH, CRONIN & SORRA CHARTERED
- WEYRICH, CRONIN & SORRA LLC
- WEYRICH, CRONIN & SORRA, CHARTERD
- WEYRICH, CRONIN & SORRA, CHARTERED
- WEYRICH, CRONIN & SORRA, LLC
- WEYRICH, CRONIN & SORRA. LLC
- WEYRICH, CRONIN, & SORRA
- WEYRICH, CRONIN, & SORRA, LLC
- WEYRICH,CRONIN & SORRA
- WEYRICH,CRONIN & SORRA LLC.
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 WEYRICH, CRONIN & SORRA, LLC'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 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 50.00% | 1.71% | +48.29 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 WEYRICH, CRONIN & SORRA, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent