ZAZZALI, FAGELLA, NOWAK, KLEINBAUM
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13-1 YoYRank #1053 of mapped providers
Assets under administration$7.6B0.0%Market share · rank #1461
Fees received$291,957Median $18,435/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 ZAZZALI, FAGELLA, NOWAK, KLEINBAUM plan look like?
Service mix · median fees per plan
Count of plans where ZAZZALI, FAGELLA, NOWAK, KLEINBAUM ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 13 | $18,435 |
Competitor overlap
Percent of ZAZZALI, FAGELLA, NOWAK, KLEINBAUM'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 ZAZZALI, FAGELLA, NOWAK, KLEINBAUM.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ZAZZALI, FAGELLA, NOWAK, KLEINBAUM; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF TEAMSTERS JOINT COUNCIL NO. 73 PENSION & TRUST FUNDNJ · 226171374-001 | MORGAN STANLEY SMITH BARNEY | $28M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLANGA · 131426500-419 | $2.0B | 9,288 | $62,000 | 10y | - |
BOARD OF TRUSTEES H&GL LOCAL UNIONS 472 & 172 OF NJ PENSION FUNDNJ · 226032103-001 | $1.8B | 14,241 | $25,996 | 10y | - |
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001 | $1.6B | 14,981 | $19,262 | 9y | - |
JOINT ANNUITY FUND LOCAL 164 IBEWNJ · 226031200-002 | $925M | 3,793 | $18,435 | 10y | - |
JOINT PENSION FUND LOCAL UNION 164 IBEWNJ · 226031199-001 | $599M | 4,105 | $40,508 | 10y | - |
PLUMBERS PENSION FUND LOCAL 24 BOARD OF TRUSTEESNJ · 226042823-001 | $208M | 1,701 | $11,000 | 10y | - |
PLUMBERS LOCAL 24 ANNUITY FUNDNJ · 222372054-001 | $190M | 1,222 | $7,583 | 3y | - |
TRUSTEES OF TEAMSTERS LOCAL 408 PENSION AND WELFARE FUNDSNJ · 226172437-001 | $108M | 942 | $18,715 | 10y | - |
BD OF TRUSTEES RETIREMENT PLAN OF WLDW UNION LOCAL 1DNY · 510164380-001 | $103M | 2,467 | $37,209 | 3y | - |
BOARD OF TRUSTEES OF THE TEAMSTERS NO. 35 PENSION PLANNJ · 221929328-001 | $49M | 1,962 | $18,128 | 10y | - |
Flag exposure
92.3%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 (13)
Raw Schedule C names collapsed into ZAZZALI, FAGELLA, NOWAK, KLEINBAUM.
- ZAZZALI FAGELLA
- ZAZZALI FAGELLA NOWAK K&F
- ZAZZALI FAGELLA NOWAK KLEINBAUIN
- ZAZZALI FAGELLA NOWAK KLEINBAUM
- ZAZZALI FAGELLA NOWAK KLEINBAUM & F
- ZAZZALI FAGELLA NOWAK KLEINBAUM FRE
- ZAZZALI FAGELLA NOWAK KLEINBAUM FRI
- ZAZZALI LAW FIRM
- ZAZZALI P.C.
- ZAZZALI, FAGELLA, & NOWAK
- ZAZZALI, FAGELLA, NOWAK, ET AL
- ZAZZALI, FAGELLA, NOWAK, KLEINBAUM
- ZAZZALI, P.C.
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 ZAZZALI, FAGELLA, NOWAK, KLEINBAUM'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 | 7.69% | 1.71% | +5.98 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 ZAZZALI, FAGELLA, NOWAK, KLEINBAUM. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).