Wilcox & Savage P.C.
attorney13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2627 of mapped providers
Assets under administration$734M0.0%Market share · rank #4173
Fees received$46,384Median $8,437/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 Wilcox & Savage P.C. plan look like?
Service mix · median fees per plan
Count of plans where Wilcox & Savage P.C. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Other feesCode 29 | 4 | $11,338 | |
Other feesCode 99 | 1 | $4,737 |
Competitor overlap
Percent of Wilcox & Savage 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 Wilcox & Savage P.C..
| Sponsor | From | Assets |
|---|---|---|
ZEKELMAN INDUSTRIES (FORMERLY JMC STEEL)IL · 231327437-005 | Highland Consulting Associates | $223M |
HOMELAND SECURITY SOLUTIONS, INC.VA · 270040986-001 | New Edge Advisors | $0 |
Plans lost in 2024
Appeared last year under Wilcox & Savage P.C.; not this year.
| Sponsor | To | Assets |
|---|---|---|
CHILDREN'S HEALTH SYSTEM, INC.VA · 541278830-002 | Principal | $80M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CHILDREN'S HEALTH SYSTEM, INC.VA · 541278830-001 | $322M | 4,966 | $8,437 | 8y | - |
ZEKELMAN INDUSTRIES (FORMERLY JMC STEEL)IL · 231327437-005 | $223M | 2,654 | $14,239 | 2y | 1 |
WHEATLAND TUBE, LLCIL · 231327437-012 | $137M | 1,197 | $16,246 | 3y | - |
KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C.VA · 541631262-001 | $52M | 296 | $2,725 | 4y | - |
HOMELAND SECURITY SOLUTIONS, INC.VA · 270040986-001 | $0 | 0 | $4,737 | 1y | 1 |
Flag exposure
60.0%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 (13)
Raw Schedule C names collapsed into Wilcox & Savage P.C..
- KSL ADVISORS, LLC
- KSL CAPITAL PARTNERS
- WILCOX & SAVAGE P.C
- WILCOX & SAVAGE P.C.
- WILCOX & SAVAGE PC
- WILCOX & SAVAGE, P.C.
- WILCOX SAVAGE
- WILLCOX & SAVAGE P.C.
- WILLCOX & SAVAGE PC
- WILLCOX & SAVAGE, P.C.
- WILLCOX & SAVAGE, PC
- WILLCOX AND SAVAGE P.C.
- WILLCOX SAVAGE
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 Wilcox & Savage 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 | 1 | 20.00% | 7.76% | +12.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 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 Wilcox & Savage 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 Wilcox & Savage 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 |
|---|---|---|
| Highland Consulting Associates | 2 | 40.0% |
| Strategic Advisers | 2 | 40.0% |
| Gratus Wealth Advisors | 1 | 20.0% |
| Morningstar Investment Management | 1 | 20.0% |
| New Edge Advisors | 1 | 20.0% |
| NFP | 1 | 20.0% |
| SageView | 1 | 20.0% |