WHISMAN GIORDANO & ASSOCIATES LLC
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-4 YoYRank #7893 of mapped providers
Assets under administration$184M0.0%Market share · rank #6376
Fees received$39,053Median $39,053/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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 WHISMAN GIORDANO & ASSOCIATES LLC plan look like?
Service mix · median fees per plan
Count of plans where WHISMAN GIORDANO & ASSOCIATES LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 1 | $39,053 |
Competitor overlap
Percent of WHISMAN GIORDANO & ASSOCIATES 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 WHISMAN GIORDANO & ASSOCIATES LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WHISMAN GIORDANO & ASSOCIATES LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CHRISTIANA CARE HEALTH SERVICES INCDE · 510103684-002 | LINCOLN NATIONAL CORPORATION | $1.7B |
CHRISTIANA CARE HEALTH SERVICES, INC.DE · 510103684-003 | LINCOLN NATIONAL CORPORATION | $248M |
BD OF TTE OF PLUM & PIPE LU NO. 74 PIPEFITTERS LU NO. 74 ANNUITY FUNDDE · 222913742-001 | (new plan) | $88M |
MARTINELLI HOLDINGS, LLC DBA TODAY MEDIADE · 272047929-001 | CETERA ADVISOR NETWORKS LLC | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TTEE OF PLUM & PIPE LU NO 74 PIPEFITTERS LU NO. 74 PENSION FUNDPA · 516015925-001 | $184M | 1,177 | $39,053 | 6y | - |
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 (10)
Raw Schedule C names collapsed into WHISMAN GIORDANO & ASSOCIATES LLC.
- WHISMAN GIORDANO
- WHISMAN GIORDANO & ASSOCIATES
- WHISMAN GIORDANO & ASSOCIATES LLC
- WHISMAN GIORDANO & ASSOCIATES, INC.
- WHISMAN GIORDANO & ASSOCIATES, LLC
- WHISMAN GIORDANO AND ASSOCIATE LLC
- WHISMAN GIORDANO AND ASSOCIATES LLC
- WHISMAN GIORDANO LLC
- WHISMAN, GIORDANO & ASSOC LLC
- WHISMAN, GIORDANO & ASSOCIATES
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 WHISMAN GIORDANO & ASSOCIATES 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 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 WHISMAN GIORDANO & ASSOCIATES 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