Abato, Rubenstein & Abato, P.A.
attorney18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20-2 YoYRank #886 of mapped providers
Assets under administration$28.6B0.0%Market share · rank #497
Fees received$3MMedian $38,304/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 Abato, Rubenstein & Abato, P.A. plan look like?
Service mix · median fees per plan
Count of plans where Abato, Rubenstein & Abato, P.A. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 16 | $38,304 | |
Direct payment from the plan; Plan AdministratorCode 14 | 3 | $257,814 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $13,200 |
Competitor overlap
Percent of Abato, Rubenstein & Abato, P.A.'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 Abato, Rubenstein & Abato, P.A..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Abato, Rubenstein & Abato, P.A.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHAMROCK FOODS COMPANYAZ · 860209968-001 | USI Consulting Group | $90M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $257,814 | 10y | 1 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $2M | 10y | - |
EXCAVATORS UNION PENSION FUND LOCANY · 131809825-002 | $3.0B | 11,892 | $13,200 | 6y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $5,638 | 2y | 1 |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $81,094 | 9y | - |
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001 | $732M | 4,318 | $32,607 | 10y | - |
PLUMBERS AND STEAMFITTERS LOCAL 486 SEVERANCE AND ANNUITY/401(K) PLANMD · 521190205-001 | $392M | 4,583 | $86,313 | 10y | 1 |
PLUMBERS AND STEAMFITTERS 486 PENSION FUND BOARD OF TRUSTEESMD · 526124449-001 | $382M | 3,602 | $93,759 | 9y | - |
MD ELECTRICAL INDUSTRY S&A FUNDWV · 521042609-001 | $329M | 3,376 | $79,743 | 10y | - |
MARYLAND ELECTRICAL IND PENSIONWV · 521057284-001 | $289M | 3,817 | $122,931 | 10y | - |
Flag exposure
90.0%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 (18)
Raw Schedule C names collapsed into Abato, Rubenstein & Abato, P.A..
- 3EDGE ASSET MANAGEMENT LP
- 3M COMPANY
- 3P ADMIN SOLUTIONS
- 3T ROWE PRICE RPS INC
- 4 MASSACHUSETTS MUTUAL LIFE INS CO
- 4 OAKS WEALTH MANAGEMENT, LLC
- ABATO, REBENSTEIN & ABATO, P.A.
- ABATO, RUBENSTAIN & ABATO, P.A.
- ABATO, RUBENSTEIN & ABATO
- ABATO, RUBENSTEIN & ABATO, P.A.
- ABATO, RUBENSTEIN & ABATO, PA
- ABATO, RUBENSTEIN AND ABATO P.A.
- ABATO, RUBENSTEIN AND ABATO PA
- ABATO, RUBENSTEIN AND ABATO, P.A.
- ABATO, RUBENSTEIN AND ABATO, PA
- ABATO, RUBENSTEIN AND ABATO,PA
- ABATO, RUBENSTEIN, & ABATO, P.A
- ABATO, RUBENSTEIN, & ABATO, P.A.
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 Abato, Rubenstein & Abato, P.A.'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 | 5.00% | 26.94% | -21.94 pp |
| Late contributions | 1 | 5.00% | 1.71% | +3.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 10.00% | 1.76% | +8.24 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 Abato, Rubenstein & Abato, P.A.. 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 Abato, Rubenstein & Abato, P.A.'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 |
|---|---|---|
| The Segal Company | 7 | 35.0% |
| Chartwell Investment Partners | 5 | 25.0% |
| Investment Performance Services LLC | 5 | 25.0% |
| Wedge Capital Management, L.L.P. | 5 | 25.0% |
| Benefits Administrators, LLC | 4 | 20.0% |
| Bolton Partners | 3 | 15.0% |
| Rhumblin Advisers | 3 | 15.0% |
| Segal Marco Advisors | 3 | 15.0% |
| American Realty Advisors | 2 | 10.0% |
| Aon | 2 | 10.0% |
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).