Warner Norcross & Judd LLP
attorney23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18-1 YoYRank #1103 of mapped providers
Assets under administration$8.8B0.0%Market share · rank #1450
Fees received$663,559Median $24,522/planSum across Schedule C direct + indirect
Net wins YoY-43 won · 7 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 Warner Norcross & Judd LLP plan look like?
Service mix · median fees per plan
Count of plans where Warner Norcross & Judd LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 16 | $25,760 | |
Contract Administrator; LegalCode 13 | 1 | $600 | |
Investment advisory (participants); Investment managementCode 26 | 1 | $10,339 |
Competitor overlap
Percent of Warner Norcross & Judd 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 Warner Norcross & Judd LLP.
| Sponsor | From | Assets |
|---|---|---|
MUNSON HEALTHCAREMI · 382640544-002 | Eagle Capital Management LLC | $371M |
JSJ CORPORATIONMI · 381941886-011 | Empower | $128M |
TOMPKINS FINANCIAL CORPORATIONNY · 141811613-001 | Neuberger Berman | $88M |
Plans lost in 2024
Appeared last year under Warner Norcross & Judd LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE DOW CHEMICAL COMPANYMI · 381285128-002 | Fidelity Investments | $10.1B |
P & M HOLDING GROUP, LLPMI · 381357951-003 | Charles Schwab | $565M |
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $495M |
P & M HOLDING GROUP, LLPMI · 381357951-004 | Charles Schwab | $210M |
KSPG HOLDING USA, INC.WI · 510257461-335 | OneDigital | $88M |
DENSO INTERNATIONAL AMERICA, INC.MI · 382651421-001 | (new plan) | $3M |
HOLCIM PARTICIPATIONS (US) INC.MI · 541527022-001 | (new plan) | $74,119 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DENSO INTERNATIONAL AMERICA, INC.MI · 382651421-002 | $2.1B | 13,826 | $68,073 | 10y | 2 |
AMRIZE NORTH AMERICA INC.MI · 541527022-302 | $1.3B | 11,601 | $33,073 | 7y | 2 |
MICHIGAN CREDIT UNION LEAGUEMI · 380826778-334 | $996M | 15,666 | $70,206 | 10y | 1 |
CHRISTIAN SCHOOLS INTERNATIONALMI · 381565440-001 | $891M | 10,242 | $112,707 | 9y | - |
P & M HOLDING GROUP, LLPMI · 381357951-003 | $747M | 5,207 | $20,181 | 3y | 1 |
MUNSON HEALTHCAREMI · 382640544-003 | $486M | 9,708 | $12,216 | 4y | - |
MUNSON HEALTHCAREMI · 382640544-002 | $371M | 2,623 | $13,552 | 1y | - |
PERNOD RICARD USA, LLCNY · 522318616-004 | $358M | 2,278 | $25,433 | 10y | 2 |
NSK AMERICAS, INC.MI · 382002916-334 | $281M | 2,123 | $17,993 | 2y | 2 |
P & M HOLDING GROUP, LLPMI · 381357951-004 | $250M | 1,503 | $10,933 | 3y | - |
Flag exposure
88.9%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 (23)
Raw Schedule C names collapsed into Warner Norcross & Judd LLP.
- KEVIN COUCH, CONTRACT ADMINISTR
- KEVIN DENTICE
- KEVIN F OAKES
- KEVIN F. OAKES
- KEVIN FARLEY
- KEVIN FOLEY
- KEVIN GRAHAM
- KEVIN GRANT
- KEVIN HAYNES
- WARNER NORCROSS
- WARNER NORCROSS & JU
- WARNER NORCROSS & JUDD
- WARNER NORCROSS & JUDD LLP
- WARNER NORCROSS & JUDD, LLP
- WARNER NORCROSS + JUDD LLC
- WARNER NORCROSS + JUDD LLP
- WARNER NORCROSS AND JUDD LLP
- WARNER NORCROSS JUDD LLP
- WARNER NORCROSS&JUDD
- WARNER NORCROSS&JUDD LLP
- WARNER, NORCROSS & JUDD
- WARNER, NORCROSS & JUDD LLP
- WARNER, NORCROSS, & JUDD LLP
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 Warner Norcross & Judd 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 5.56% | 26.94% | -21.39 pp |
| Late contributions | 2 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 2 | 11.11% | 0.14% | +10.97 pp |
| Corrective distributions | 7 | 38.89% | 1.76% | +37.13 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 Warner Norcross & Judd LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Warner Norcross & Judd LLP'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 |
|---|---|---|
| Fiducient Advisors | 5 | 27.8% |
| Strategic Advisers | 3 | 16.7% |
| Mercer | 2 | 11.1% |
| NEPC LLC | 2 | 11.1% |
| Benefits Investment Consulting | 1 | 5.6% |
| Buck Global LLC | 1 | 5.6% |
| CAPTRUST | 1 | 5.6% |
| Cohen & Steers | 1 | 5.6% |
| Comstock Advisors | 1 | 5.6% |
| D.F. Dent & Company | 1 | 5.6% |
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).