WISS & COMPANY LLP
auditor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20-1 YoYRank #869 of mapped providers
Assets under administration$15.6B0.0%Market share · rank #860
Fees received$533,750Median $22,750/planSum across Schedule C direct + indirect
Net wins YoY-10 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 WISS & COMPANY LLP plan look like?
Service mix · median fees per plan
Count of plans where WISS & COMPANY LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 14 | $22,500 | |
Actuarial; Direct payment from the planCode 11 | 1 | $25,000 | |
Recordkeeping fees; Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $22,500 | |
Securities brokerageCode 33 | 1 | $26,000 | |
Other servicesCode 49 | 1 | $38,000 | |
Direct payment from the planCode 50 | 1 | $14,000 | |
Consulting feesCode 70 | 1 | $17,000 |
Competitor overlap
Percent of WISS & COMPANY 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 WISS & COMPANY LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WISS & COMPANY LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
EISAI CORPORATION OF NORTH AMERICANJ · 223166046-001 | Strategic Advisers | $806M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE MOUNT SINAI MEDICAL CENTERNY · 131624096-005 | $9.5B | 75,936 | $75,000 | 5y | 1 |
ATLANTIC HEALTH SYSTEM INC.NJ · 521958352-006 | $1.3B | 25,995 | $26,000 | 4y | 1 |
LONZA USA INC.NJ · 853984443-003 | $1.2B | 7,570 | $30,000 | 4y | 1 |
ATLANTIC HEALTH SYSTEMNJ · 223380375-001 | $965M | 9,361 | $26,500 | 10y | - |
TEACHER'S COLLEGE, COLUMBIA UNIVERSITYNY · 131624202-001 | $564M | 3,905 | $18,500 | 5y | - |
ARXADA, LLCNJ · 135665861-003 | $376M | 2,331 | $55,000 | 4y | - |
CONAIR LLCNJ · 862493002-001 | $303M | 2,025 | $38,000 | 2y | 2 |
COLLIERS ENGINEERING & DESIGN, INC.NJ · 222651610-002 | $272M | 2,969 | $23,000 | 6y | - |
WEICHERT CO.NJ · 222084741-001 | $231M | 1,708 | $20,000 | 9y | - |
ARXADA, LLCNJ · 135665861-005 | $225M | 1,264 | $22,500 | 2y | - |
Flag exposure
65.0%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 (15)
Raw Schedule C names collapsed into WISS & COMPANY LLP.
- LAPIDES ASSET MANAGEMENT LLC
- LAPIDES ASSET MGMT LLC
- WISS
- WISS & COMPANY
- WISS & COMPANY LLP
- WISS & COMPANY LLP.
- WISS & COMPANY, LLC
- WISS & COMPANY, LLP
- WISS & COMPANYC LP
- WISS ACCOUNTS CONSUL
- WISS AND COMPANY
- WISS AND COMPANY LLC
- WISS AND COMPANY LLP
- WISS AND COMPANY, LLC
- WISS AND COMPANY, 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 WISS & COMPANY 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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 5.00% | 1.71% | +3.29 pp |
| Failed to provide benefit | 1 | 5.00% | 0.14% | +4.86 pp |
| Corrective distributions | 3 | 15.00% | 1.76% | +13.24 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 WISS & COMPANY 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 WISS & COMPANY 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 |
|---|---|---|
| WTW | 4 | 20.0% |
| Prime Buchholz & Associates | 2 | 10.0% |
| Advised Assets Group, LLC | 1 | 5.0% |
| Concurrent Investment Advisors LLC | 1 | 5.0% |
| Dimeo Schneider & Associates | 1 | 5.0% |
| Fiduciary Investment Advisors LLC | 1 | 5.0% |
| Fiducient Advisors | 1 | 5.0% |
| Mercer | 1 | 5.0% |
| MGO Investment Advisors | 1 | 5.0% |
| Milliman | 1 | 5.0% |
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).