CDW LLC
other9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+2 YoYRank #2540 of mapped providers
Assets under administration$69.8B0.1%Market share · rank #221
Fees received$676,532Median $125,619/planSum across Schedule C direct + indirect
Net wins YoY+33 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 CDW LLC plan look like?
Service mix · median fees per plan
Count of plans where CDW LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 4 | $125,619 |
Competitor overlap
Percent of CDW LLC'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 CDW LLC.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | WAMCO | $8.9B |
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTIONCA · 953304279-001 | R.V. Kuhns & Associates, Inc. | $1.2B |
BOARD OF TRUSTEES, SEIU 775 SECURE RETIREMENT TRUSTWA · 474321390-001 | CAPCO | $384M |
Plans lost in 2024
Appeared last year under CDW LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $417,599 | 7y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $137,487 | 6y | 1 |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $113,751 | 5y | - |
BOARD OF TRUSTEES, SEIU 775 SECURE RETIREMENT TRUSTWA · 474321390-001 | $498M | 89,810 | $7,695 | 2y | - |
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 (9)
Raw Schedule C names collapsed into CDW LLC.
- BB&T INVESTMENT ADVISERS, INC.
- BB&T INVESTMENT ADVISORS
- BB&T INVESTMENT SERVICES INC
- BB&T INVESTMENT SERVICES, INC.
- CDW
- CDW DIRECT
- CDW DIRECT LLC
- CDW DIRECT, LLC
- CDW LLC
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 CDW LLC'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 | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 25.00% | 0.00% | +25.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CDW LLC. 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 CDW LLC'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 | 3 | 75.0% |
| Loomis Sayles | 2 | 50.0% |
| Aberdeen Asset Management | 1 | 25.0% |
| Acadian Global Managed Volatility | 1 | 25.0% |
| AEW CAPITAL MANAGEMENT | 1 | 25.0% |
| Allsup Inc. | 1 | 25.0% |
| American Realty Advisors | 1 | 25.0% |
| Aristotle Capital Management | 1 | 25.0% |
| The Boston Company Asset Management | 1 | 25.0% |
| Brookfield Asset Management | 1 | 25.0% |