Reinhart Boerner Van Deuren S.C.
attorney57 known aliases resolved via the canonical alias map
Market position · 2024
Plans served84+9 YoYRank #243 of mapped providers
Assets under administration$64.5B0.1%Market share · rank #253
Fees received$7MMedian $60,376/planSum across Schedule C direct + indirect
Net wins YoY+813 won · 5 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 Reinhart Boerner Van Deuren S.C. plan look like?
Service mix · median fees per plan
Count of plans where Reinhart Boerner Van Deuren S.C. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Legal; Direct payment from the planCode 29 | 70 | $66,585 | |
Investment advisory (plan); Legal; Direct payment from the planCode 27 | 5 | $31,987 | |
Contract Administrator; Investment advisory (plan)Code 13 | 3 | $6,764 | |
Insurance agents and brokersCode 22 | 2 | $81,560 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $17,106 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $17,352 | |
Investment management; Direct payment from the planCode 28 | 1 | $14,647 | |
Investment management fees paid indirectly by plan; Securities brokerage commissions and fees; Investment management fees paid directly by planCode 51 | 1 | $2,804 |
Competitor overlap
Percent of Reinhart Boerner Van Deuren S.C.'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 Reinhart Boerner Van Deuren S.C..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | The Segal Company | $7.5B |
QUAD/GRAPHICS, INC.WI · 391152983-003 | OneAmerica Retirement Services | $2.1B |
WEC ENERGY GROUP, INC.WI · 391391525-031 | Baker Tilly US, LLP | $2.0B |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | CHRISTINE KING | $1.3B |
WEC ENERGY GROUP, INC.WI · 391391525-009 | Fidelity Investments | $1.3B |
WEC ENERGY GROUP, INC.WI · 391391525-002 | Fidelity Investments | $713M |
BOARD OF TRUSTEES OF THE TWIN CITY FLOOR COVERING INDUSTRY PENSION FUNMN · 416145862-001 | The Segal Company | $156M |
TRUSTEES OF NORTHERN MN-WI AREA RETAIL CLERKS PENSION FUNDMN · 416055635-001 | Kutak Rock LLP | $136M |
PLUMBERS & STEAMFITTERS LOCAL 434 LOCAL 434WI · 391905166-001 | (new plan) | $115M |
CAROLINAS PATHOLOGY GROUP, P.A.NC · 560986500-001 | Charles Schwab | $49M |
Plans lost in 2024
Appeared last year under Reinhart Boerner Van Deuren S.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SCHREIBER FOODS, INC.WI · 391017450-005 | Principal | $473M |
WEC ENERGY GROUP, INC.WI · 391391525-046 | WEC Business Services LLC | $138M |
BOARD OF TRUSTEES - WESTERN LAKE SUPERIOR PIPING INDUSTRY PENSIONMN · 410882304-001 | Stairway Partners | $70M |
THE HARDY CORPORATION, INC.AL · 630180471-001 | Wells Fargo | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $845,696 | 10y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $93,156 | 2y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $277,835 | 10y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $85,792 | 10y | - |
CASE NEW HOLLAND INDUSTRIAL INC.WI · 391982756-002 | $2.3B | 12,639 | $65,931 | 10y | - |
QUAD/GRAPHICS, INC.WI · 391152983-003 | $2.1B | 13,883 | $5,723 | 1y | 2 |
BOARD OF TRUSTEES OF MID-AMERICA CARP REG COUNCIL SUPPLEMENTAL RETIREMIL · 800636673-001 | $2.0B | 37,703 | $49,233 | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $139,151 | 4y | - |
WEC ENERGY GROUP, INC.WI · 391391525-031 | $2.0B | 5,066 | $8,533 | 7y | - |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | $1.9B | 33,742 | $309,805 | 9y | - |
Flag exposure
85.7%Market: 89.1%
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 (57)
Raw Schedule C names collapsed into Reinhart Boerner Van Deuren S.C..
- HARDMAN JOHNSTON INTERNATIONAL
- HARDMAN JOHNSTON INVESTMENT MANAGEM
- HARDWOOD,MACADAM,WARTNIK,FISHER&GO
- HARDY & HARDY CO, LLC
- HARDY REED CAPITAL ADVISORS, LLC
- HARDY REED/FIDELITY
- HARDYREED
- HARFTFORD LIFE INSURANCE
- HARGRAVE
- HARGRAVE FIDUCIARY ADVISORS
- HARIHARA R. SUBRAMANIAN
- HARIS
- REINHARD, BOERNER, VANDEUREN S.C
- REINHARDT BOERNER VAN DEUREN S.C.
- REINHARDT, BOERNER, VAN DEUREN S.C
- REINHART
- REINHART ABOERNER VAN DEUREN S.C.
- REINHART ATTORNEYS AT LAW
- REINHART BOEMER VAN DEUREN SC
- REINHART BOEMER VANDEUREN SC
- REINHART BOENER VAN DEUREN S.C.
- REINHART BOERNER
- REINHART BOERNER & VAN DEUREN, SC
- REINHART BOERNER VAL DEUREN SC
- REINHART BOERNER VAN
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Reinhart Boerner Van Deuren S.C.'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 | 10 | 11.90% | 1.71% | +10.19 pp |
| Failed to provide benefit | 1 | 1.19% | 0.14% | +1.05 pp |
| Corrective distributions | 4 | 4.76% | 1.76% | +3.00 pp |
| Loss discovered | 1 | 1.19% | 0.00% | +1.19 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Reinhart Boerner Van Deuren S.C.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Reinhart Boerner Van Deuren S.C.'s plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Milliman | 16 | 19.1% |
| The Segal Company | 16 | 19.1% |
| Wilson McShane Corporation | 16 | 19.1% |
| Segal Marco Advisors | 14 | 16.7% |
| Marquette Associates | 11 | 13.1% |
| National Investment Services | 9 | 10.7% |
| FR SECURE LLC | 8 | 9.5% |
| Loomis Sayles | 8 | 9.5% |
| Mariner Institutional | 7 | 8.3% |
| ASB Capital Management | 6 | 7.1% |
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).