Wealth Management Systems Inc.
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served59+4 YoYRank #335 of mapped providers
Assets under administration$72.5B0.1%Market share · rank #208
Fees received$19,174Median $0/planSum across Schedule C direct + indirect
Net wins YoY+424 won · 20 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 Wealth Management Systems Inc. plan look like?
Service mix · median fees per plan
Count of plans where Wealth Management Systems Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Account maintenance fees; Other servicesCode 49 | 57 | $0 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $19,174 | |
Sub-transfer agency feesCode 60 | 1 | $0 |
Competitor overlap
Percent of Wealth Management Systems Inc.'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 Wealth Management Systems Inc..
| Sponsor | From | Assets |
|---|---|---|
ARCHER DANIELS MIDLAND COMPANYIL · 410129150-029 | Aon | $2.3B |
US ACUTE CARE SOLUTIONSOH · 341807694-001 | Marcum LLP | $1.9B |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | Blue Sky 401(k) Specialists | $1.9B |
DEPAUL UNIVERSITYIL · 362167048-001 | Multinomah Group, Inc. | $1.3B |
TTM TECHNOLOGIES, INC.CO · 911033443-001 | Empower | $625M |
PRIMORIS SERVICES CORPORATIONTX · 843707404-001 | T. Rowe Price | $401M |
UTZ QUALITY FOODS, LLCPA · 231292435-002 | Sageworth Trust Company | $274M |
HIGH DESERT MEDICAL CORPORATIONCA · 953930862-002 | Fidelity Investments | $245M |
MCPHS UNIVERSITYMA · 042104700-001 | The Angell Pension Group Inc. | $131M |
ARCTIC WOLF NETWORKS, INC.MN · 455078111-001 | Fidelity Investments | $89M |
Plans lost in 2024
Appeared last year under Wealth Management Systems Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.FL · 592015694-002 | SS&C Technologies | $1.5B |
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002 | Mercer | $1.4B |
BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINASC · 570287419-002 | SS&C Technologies | $1.3B |
CAMBIA HEALTH SOLUTIONS, INC.OR · 931179316-002 | SS&C Technologies | $1.3B |
BLUE CROSS BLUE SHIELD OF TENNESSEETN · 620427913-002 | Blue Cross Blue Shield Association | $1.1B |
INFOR (US), INC.GA · 203469219-001 | CBIZ | $1.0B |
EXCELLUS HEALTH PLAN INC.NY · 150329043-002 | SS&C Technologies | $751M |
LOUISIANA HEALTH SERVICE & INDEMNITY COMPANYLA · 237384555-002 | SS&C Technologies | $594M |
BLUE CROSS AND BLUE SHIELD ASSOCIATIONIL · 135656874-002 | SS&C Technologies | $425M |
BLUE CROSS AND BLUE SHIELD OF KANSAS, INC.KS · 480952857-002 | Centerline Wealth Advisors | $298M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WALGREEN CO.IL · 361924025-001 | $14.5B | 254,452 | $0 | 5y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $0 | 9y | 2 |
DUKE ENERGY CORPORATIONNC · 202777218-002 | $11.3B | 35,031 | $0 | 4y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $0 | 9y | 1 |
PPG INDUSTRIES, INC.PA · 250730780-384 | $4.3B | 23,059 | $0 | 4y | 2 |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-003 | $2.5B | 38,968 | $0 | 7y | 3 |
ARCHER DANIELS MIDLAND COMPANYIL · 410129150-029 | $2.3B | 11,530 | $0 | 1y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-013 | $2.1B | 22,405 | $0 | 10y | 1 |
US ACUTE CARE SOLUTIONSOH · 341807694-001 | $1.9B | 10,132 | $0 | 1y | 2 |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | $1.9B | 76,992 | $19,174 | 1y | - |
Flag exposure
86.4%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 (8)
Raw Schedule C names collapsed into Wealth Management Systems Inc..
- KIMBERLY ANDERSON
- KIMBERLY C. STITH
- WEALTH MANAGEMENT STRATEGIES INC
- WEALTH MANAGEMENT SYSTEMS
- WEALTH MANAGEMENT SYSTEMS INC
- WEALTH MANAGEMENT SYSTEMS INC.
- WEALTH MANAGEMENT SYSTEMS, INC
- WEALTH MANAGEMENT SYSTEMS, INC.
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 Wealth Management Systems Inc.'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 | 1 | 1.69% | 7.76% | -6.07 pp |
| Fidelity bond gap | 2 | 3.39% | 26.94% | -23.55 pp |
| Late contributions | 13 | 22.03% | 1.71% | +20.32 pp |
| Failed to provide benefit | 8 | 13.56% | 0.14% | +13.42 pp |
| Corrective distributions | 30 | 50.85% | 1.76% | +49.09 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 Wealth Management Systems Inc.. 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 Wealth Management Systems Inc.'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 |
|---|---|---|
| Jenner & Block LLP | 4 | 6.8% |
| Seyfarth Shaw LLP | 2 | 3.4% |
| Arnold & Kadjan LLP | 1 | 1.7% |
| Calfee, Halter & Griswold LLP | 1 | 1.7% |
| Foley & Lardner LLP | 1 | 1.7% |
| Fuiman Mogila LLP | 1 | 1.7% |
| K&L Gates LLP | 1 | 1.7% |
| McConnell Valdes LLC | 1 | 1.7% |
| O'Donoghue & O'Donoghue LLP | 1 | 1.7% |
| THE PREVIANT LAW FIRM S.C. | 1 | 1.7% |