Wedgewood Partners
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2565 of mapped providers
Assets under administration$2.5B0.0%Market share · rank #2672
Fees received$386,117Median $66,259/planSum across Schedule C direct + indirect
Net wins YoY+00 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 Wedgewood Partners plan look like?
Service mix · median fees per plan
Count of plans where Wedgewood Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment managementCode 28 | 2 | $63,359 | |
Employee (plan); Direct payment from the planCode 30 | 2 | $96,570 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $66,259 |
Competitor overlap
Percent of Wedgewood Partners'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 Wedgewood Partners.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Wedgewood Partners; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | $1.7B | 168,072 | $85,736 | 10y | - |
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUNDNY · 131849172-001 | $673M | 25,884 | $107,404 | 10y | - |
TRUSTEES OF THE I.B.E.W. LOCAL 910 PENSION FUNDNY · 166149240-001 | $81M | 727 | $66,132 | 10y | - |
TRUSTEES OF THE I.B.E.W. LOCAL 910 ANNUITY FUNDNY · 226447520-002 | $79M | 813 | $60,586 | 10y | - |
MCGILL, POWER, BELL & ASSOCIATES, LLPPA · 251031405-001 | $12M | 141 | $66,259 | 3y | 1 |
Flag exposure
80.0%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 (11)
Raw Schedule C names collapsed into Wedgewood Partners.
- KISHA HUMPHRIES
- KISHA SALLY
- WEDGEWOOD
- WEDGEWOOD INVESTORS INC.
- WEDGEWOOD PARTNERS
- WEDGEWOOD PARTNERS FOCUSED GROWTH
- WEDGEWOOD PARTNERS INC
- WEDGEWOOD PARTNERS INC.
- WEDGEWOOD PARTNERS, INC
- WEDGEWOOD PARTNERS, INC.
- WEDGWOOD PARTNERS, 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 Wedgewood Partners'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 Wedgewood Partners. 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 Wedgewood Partners'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 |
|---|---|---|
| Blitman & King LLP | 2 | 40.0% |
| Bredhoff & Kaiser PLLC | 1 | 20.0% |
| Meyer Unkovic & Scott LLP | 1 | 20.0% |
| Proskauer Rose LLP | 1 | 20.0% |
| Spivak Lipton LLP | 1 | 20.0% |