WIPFLI LLP
37 known aliases resolved via the canonical alias map
Market position · 2024
Plans served141-3 YoYRank #153 of mapped providers
Assets under administration$28.6B0.0%Market share · rank #458
Fees received$3MMedian $16,000/planSum across Schedule C direct + indirect
Net wins YoY-129 won · 30 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 WIPFLI LLP plan look like?
Service mix · median fees per plan
Count of plans where WIPFLI LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 92 | $14,700 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Direct payment from the planCode 15 | 22 | $29,842 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan AdministratorCode 14 | 13 | $34,007 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 5 | $13,555 | |
Consulting (general)Code 16 | 4 | $21,025 | |
Securities brokerage commissions and fees; Direct payment from the plan; Investment advisory (plan)Code 27 | 2 | $16,875 | |
Other feesCode 99 | 2 | $12,438 | |
Valuation (appraisals, etc.)Code 34 | 1 | $15,000 |
Competitor overlap
Percent of WIPFLI 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 WIPFLI LLP.
| Sponsor | From | Assets |
|---|---|---|
PLEXUS CORP.WI · 391344447-001 | T ROWE PRICE RPS INC | $606M |
UGI UTILITIES, INC.PA · 231174060-001 | CROWE LLP | $517M |
NOVOZYMES NORTH AMERICA, INC.NC · 132639630-003 | PRICEWATERHOUSECOOPERS LLP | $351M |
EUROMARKET DESIGNS, INC. D.B.A. CRATE & BARREL, CB2, AND HUDSON GRACEIL · 362492854-002 | MILLER COOPER & CO LTD | $343M |
CLARIOS, LLCWI · 391684871-016 | FOLEY & LARDNER LLP | $248M |
PARK DENTAL PARTNERS, INC.MN · 932020683-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $199M |
CIRRUS DESIGN CORPORATIONMN · 391578274-001 | QDRO CONSULTANTS COMPANY, LLC | $162M |
JOHNSON CONTROLS FEDERAL SYSTEMS, INCWI · 201279541-001 | STRATEGIC ADVISORS, INC. | $152M |
J.F. BRENNAN COMPANY, INC.WI · 390962285-002 | PRIVATE ADVISOR GROUP LLC | $47M |
WEIS BUILDERS, INC.MN · 410834779-001 | KDV WEALTH MANAGEMENT, LLC | $40M |
Plans lost in 2024
Appeared last year under WIPFLI LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALI GROUP NORTH AMERICA CORPORATIONIL · 571149631-004 | CHARLES SCHWAB & CO., INC. | $446M |
ELMHURST MEMORIAL HOSPITALIL · 362167784-003 | MERCER | $204M |
BERNSTEIN SHUR SAWYER & NELSON P.A.ME · 010378211-001 | COMMONWEALTH FINANCIAL NETWORK | $125M |
HUNTSWORTH GROUP, INC.PA · 133313044-001 | ADP BROKER-DEALER | $124M |
CURTIS, MALLET-PREVOST, COLT & MOSLE LLPNY · 135018900-002 | (new plan) | $110M |
UDR, INC. AND ITS AFFILIATED COMPANIESCO · 540857512-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $96M |
AMERICAN FURNITURE WAREHOUSECO · 840581547-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $85M |
GRAEF-USA INC.WI · 391083592-001 | CLIFTONLARSONALLEN LLP | $72M |
OAKLEAF CLINICS, INC.WI · 274563392-001 | ADP BROKER-DEALER | $41M |
ENTRUST CORPORATIONMN · 410950297-001 | SEI INVESTMENTS | $38M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOHNSON CONTROLS, INC.WI · 390380010-026 | $7.2B | 53,662 | $53,123 | 7y | - |
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLCID · 680588324-001 | $2.3B | 8,985 | $17,872 | 6y | 1 |
BATTELLE ENERGY ALLIANCE, LLCID · 680588324-002 | $2.1B | 7,462 | $28,500 | 6y | - |
ROCKWELL AUTOMATION, INC.WI · 251797617-002 | $1.8B | 14,801 | $10,000 | 3y | - |
JOHNSON CONTROLS, INC.WI · 390380010-028 | $1.4B | 22,667 | $51,300 | 2y | - |
AMERICAN BUILDERS & CONTRACTORS SUPPLY CO INCWI · 391413708-001 | $1.3B | 21,234 | $14,572 | 5y | 2 |
CHILDRENS HOSPITAL AND HEALTH SYSTEM, INC.WI · 391500074-003 | $1.0B | 10,723 | $18,850 | 8y | - |
SNAP-ON INCORPORATEDWI · 390622040-005 | $983M | 9,632 | $24,400 | 10y | - |
SNAP-ON INCORPORATEDWI · 390622040-001 | $972M | 9,447 | $14,900 | 10y | - |
MANPOWERGROUP INC.WI · 391672779-008 | $686M | 22,637 | $27,750 | 10y | 3 |
Flag exposure
83.7%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 (37)
Raw Schedule C names collapsed into WIPFLI LLP.
- SMITH & GESTELAND
- SMITH & GESTELAND, LLP
- SMITH & GESTLAND LLP
- WIPELI LLP
- WIPFI LLP
- WIPFILI LLP
- WIPFL LLP
- WIPFLI
- WIPFLI & ASSOCIATES
- WIPFLI CPA'S AND CONSULTANTS
- WIPFLI CPAS
- WIPFLI CPAS AND CONSULTA
- WIPFLI CPAS AND CONSULTANS
- WIPFLI CPAS AND CONSULTANTS
- WIPFLI FINANCIAL ADVISORS
- WIPFLI FINANCIAL ADVISORS LLC
- WIPFLI FINANCIAL ADVISORS, LLC
- WIPFLI FINANCIAL LLC
- WIPFLI FINANCIAL LLP
- WIPFLI FINANCIAL, LLC
- WIPFLI HEWINS INVESTMENT ADVISORS
- WIPFLI LLC
- WIPFLI LLP
- WIPFLI LLP CONSULTANTS
- WIPFLI LLP CPAS AND CONSULTANTS
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 WIPFLI 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 | 3 | 2.13% | 7.76% | -5.63 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 12 | 8.51% | 1.71% | +6.80 pp |
| Failed to provide benefit | 5 | 3.55% | 0.14% | +3.41 pp |
| Corrective distributions | 31 | 21.99% | 1.76% | +20.23 pp |
| Loss discovered | 1 | 0.71% | 0.00% | +0.71 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WIPFLI LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).