Weinstein Spira & Company, P.C.
auditor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #2169 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #3561
Fees received$114,619Median $18,000/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 Weinstein Spira & Company, P.C. plan look like?
Service mix · median fees per plan
Count of plans where Weinstein Spira & Company, P.C. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the plan; Other feesCode 10 | 5 | $18,000 | |
Consulting fees; Consulting (pension); Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $20,000 | |
Other feesCode 99 | 1 | $6,619 |
Competitor overlap
Percent of Weinstein Spira & Company, P.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 Weinstein Spira & Company, P.C..
| Sponsor | From | Assets |
|---|---|---|
HEA CLINIC, P.A. DBA HOUSTON EYE ASSOCIATESTX · 760512625-001 | Definiti LLC | $66M |
Plans lost in 2024
Appeared last year under Weinstein Spira & Company, P.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
IDERA, INC.TX · 760662481-001 | LPL Financial | $54M |
UTEX INDUSTRIES, INC.TX · 462738160-001 | EQUITABLE ADVISORS | $19M |
TOSHIBA INTERNATIONAL CORPORATIONTX · 941652435-002 | WTW | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GREYSTAR MANAGEMENT SERVICES, LLC.TX · 363858273-001 | $757M | 37,076 | $8,000 | 5y | 1 |
POWELL INDUSTRIES, INC.TX · 880106100-001 | $252M | 2,711 | $21,000 | 8y | 1 |
HEA CLINIC, P.A. DBA HOUSTON EYE ASSOCIATESTX · 760512625-001 | $66M | 665 | $24,000 | 1y | 1 |
THE HOUSTONIAN CAMPUS, LLCTX · 260466230-001 | $54M | 719 | $18,000 | 8y | 1 |
PAPPAS RESTAURANTS, INC.TX · 760193066-001 | $51M | 2,113 | $6,619 | 2y | - |
DATAVOX, INC.TX · 760251479-001 | $27M | 270 | $20,000 | 2y | - |
PEPI CORPORATIONTX · 742070055-002 | $4M | 247 | $17,000 | 6y | 2 |
Flag exposure
100.0%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 (20)
Raw Schedule C names collapsed into Weinstein Spira & Company, P.C..
- KKR 2006 FUND
- KKR AMERICAS FUND XII LP
- KKR ASIAN
- KKR ASIAN FUND II
- KKR ASIAN FUND III LP
- KKR ASIAN II
- KKR ASIAN III
- WEINSTEIN SPIRA
- WEINSTEIN SPIRA & CO, P.C.
- WEINSTEIN SPIRA & CO. PC
- WEINSTEIN SPIRA & CO., P.C.
- WEINSTEIN SPIRA & COMPANY
- WEINSTEIN SPIRA & COMPANY P.C
- WEINSTEIN SPIRA & COMPANY PC
- WEINSTEIN SPIRA & COMPANY, P. C.
- WEINSTEIN SPIRA & COMPANY, P.C.
- WEINSTEIN SPIRA AND CO., P.C.
- WEINSTEIN SPIRA AND COMPANY P C
- WEINSTEIN SPIRA AND COMPANY PC
- WEINSTEIN, SPIRA & COMPANY, P.C.
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 Weinstein Spira & Company, P.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 | 1 | 14.29% | 26.94% | -12.66 pp |
| Late contributions | 5 | 71.43% | 1.71% | +69.72 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 Weinstein Spira & Company, P.C.. 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 Weinstein Spira & Company, P.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 |
|---|---|---|
| Alliant Retirement Services | 1 | 14.3% |
| Legacy Asset Management Inc | 1 | 14.3% |
| Loren D Stark Company | 1 | 14.3% |
| OneDigital | 1 | 14.3% |
| Pinnacle Plan Design LLC | 1 | 14.3% |