PlanOptica
Pricing
Sign inCreate account
  1. Providers/
  2. WOODS ROGERS VANDEVENTER BLACK PLC
All providers

WOODS ROGERS VANDEVENTER BLACK PLC

2 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3+1 YoYRank #3502 of mapped providers
Assets under administration$833M0.0%Market share · rank #4379
Fees received$46,719Median $18,858/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 WOODS ROGERS VANDEVENTER BLACK PLC plan look like?
Service mix · median fees per plan
Count of plans where WOODS ROGERS VANDEVENTER BLACK PLC ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
LegalCode 29
3$18,858
Competitor overlap
Percent of WOODS ROGERS VANDEVENTER BLACK PLC'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 WOODS ROGERS VANDEVENTER BLACK PLC.
SponsorFromAssets
JACOBS TECHNOLOGY INC.VA · 620510412-007
CERITY PARTNERS$10M
Plans lost in 2024
Appeared last year under WOODS ROGERS VANDEVENTER BLACK PLC; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLANVA · 540506055-001
$568M4,218$22,0033y-
BOARD OF TRUSTEES OF THE HRSA-ILA ANNUITY & SAVINGS PLANVA · 541839163-001
$254M3,329$18,8583y-
JACOBS TECHNOLOGY INC.VA · 620510412-007
$10M116$5,8582y-
Flag exposure
66.7%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 (2)
Raw Schedule C names collapsed into WOODS ROGERS VANDEVENTER BLACK PLC.
  • WOODS ROGERS VANDEVENTER BLACK PLC
  • WOODS, KIMBERLY
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 WOODS ROGERS VANDEVENTER BLACK PLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with WOODS ROGERS VANDEVENTER BLACK PLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Documentation
  • Filter catalog
  • Plan-page guide
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica