Cohen & Steers
advisor35 known aliases resolved via the canonical alias map
Market position · 2024
Plans served75+8 YoYRank #267 of mapped providers
Assets under administration$16.6B0.0%Market share · rank #820
Fees received$892,877Median $0/planSum across Schedule C direct + indirect
Net wins YoY+818 won · 10 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 Cohen & Steers plan look like?
Service mix · median fees per plan
Count of plans where Cohen & Steers ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 65 | $0 | |
Employee (plan); Shareholder servicing feesCode 30 | 4 | $75,487 | |
Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Shareholder servicing fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Investment management fees paid indirectly by plan; Direct payment from the plan; Recordkeeping fees; Redemption fees; Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Float revenue; Participant loan processingCode 15 | 2 | $0 | |
Other services; Direct payment from the planCode 49 | 1 | $5,376 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 | |
Other investment fees and expensesCode 72 | 1 | $0 | |
Other feesCode 99 | 1 | $27,151 |
Competitor overlap
Percent of Cohen & Steers'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 Cohen & Steers.
| Sponsor | From | Assets |
|---|---|---|
AETNA INC.CT · 232229683-003 | Arrowstreet Capital | $5.2B |
PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLANNY · 133877439-003 | Prudential Retirement Insurance & Annuity Co. | $961M |
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456NJ · 222180156-001 | PRI Financial Advisors Inc | $356M |
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUNDPA · 236546776-001 | LOCAL 36 OPERATING ACCOUNT | $143M |
TRUSTEES OF PLUMBERS LOCAL 773 PENSION PLANNY · 237114547-001 | Atalanta Sosnoff | $103M |
THE NEUROMEDICAL CENTER, INC.LA · 720827144-002 | KT Administrators LLC | $52M |
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.MI · 475435846-004 | (new plan) | $43M |
HEALTHMAP SOLUTIONS, INC.FL · 463618409-001 | T. Rowe Price | $16M |
STRATA PRODUCTS WORLDWIDE LLCGA · 261736531-001 | T. Rowe Price | $13M |
OVERSEAS HARDWOODS COMPANYAL · 630709276-001 | Employee Fiduciary, LLC | $12M |
Plans lost in 2024
Appeared last year under Cohen & Steers; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UpToDate, Inc. | $16.2B |
MARITZ HOLDINGS INC.MO · 430393480-002 | T. Rowe Price | $401M |
QUANTUM IMAGING & THERAPEUTIC ASSOCIATES, INC.PA · 251792806-002 | Strategic Advisers | $66M |
PATHAI, INC.MA · 811778508-001 | Commonwealth Financial Network | $35M |
DEAN, MEAD, EGERTON, BLOODWORTH, CAPOUANO & BOZARTH, P.A.FL · 592049716-001 | T. Rowe Price | $26M |
INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKPA · 146033598-001 | PIMCO | $21M |
MANTHEI, INC.MI · 381858891-001 | T. Rowe Price | $16M |
SQZ BIOTECHNOLOGIES COMPANYMA · 462431115-001 | T. Rowe Price | $5M |
BETTER BRANDS, INC.SC · 570376838-002 | (new plan) | $377,382 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $49,706 | 1y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $48,302 | 2y | - |
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | $1.7B | 168,072 | $80,747 | 10y | - |
PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401(K) SAVINGS PLANNY · 133877439-003 | $961M | 5,695 | $70,973 | 1y | 1 |
THE BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS PENSION TRUSTMI · 386080404-001 | $923M | 8,404 | $80,000 | 10y | - |
KALEIDA HEALTH CORPORATE BENEFITSNY · 161533232-001 | $852M | 10,654 | $100,462 | 6y | - |
MUNSON HEALTHCAREMI · 382640544-002 | $371M | 2,623 | $82,747 | 10y | - |
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456NJ · 222180156-001 | $356M | 2,170 | $0 | 1y | - |
BOARD OF TRUSTEES LOCAL 60 PENSION FUNDNY · 131962287-001 | $342M | 2,311 | $36,253 | 9y | - |
BRONSON HEALTHCARE GROUP, INC.MI · 382418383-004 | $318M | 4,230 | $215,839 | 7y | - |
Flag exposure
85.3%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 (35)
Raw Schedule C names collapsed into Cohen & Steers.
- BETRO AND COMPANY
- BETSY BLOUNT
- BETSY PADGETT
- BETTE KARPIN
- BETTER BRANDS, INC
- BETTS & RUBIO, PLLC
- BETTYE NAEGELI
- BFC
- COHEN & STEERS
- COHEN & STEERS C/O MERRILL LYNCH
- COHEN & STEERS CAPITAL
- COHEN & STEERS CAPITAL INC
- COHEN & STEERS CAPITAL MANAGEMENT
- COHEN & STEERS CAPITAL MANAGEMENT I
- COHEN & STEERS CAPITAL MANAGEMENT,
- COHEN & STEERS CAPITAL MGMT INC
- COHEN & STEERS CAPITAL MGMT, INC.
- COHEN & STEERS CAPITAL MGT
- COHEN & STEERS CAPITAL MGT, INC
- COHEN & STEERS CAPITAL MGT, INC.
- COHEN & STEERS FUNDS
- COHEN & STEERS GLOBAL R
- COHEN & STEERS PFD
- COHEN & STEERS, INC
- COHEN &STEERS
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 Cohen & Steers'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 | 1.33% | 7.76% | -6.43 pp |
| Fidelity bond gap | 6 | 8.00% | 26.94% | -18.94 pp |
| Late contributions | 20 | 26.67% | 1.71% | +24.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 14 | 18.67% | 1.76% | +16.91 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 Cohen & Steers. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Cohen & Steers'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 |
|---|---|---|
| Watkins Pawlick Calati & Prifti PC | 4 | 5.3% |
| Barnes, Iaccarino & Sheperd LLP | 2 | 2.7% |
| Blitman & King LLP | 2 | 2.7% |
| Bredhoff & Kaiser PLLC | 1 | 1.3% |
| Cleary, Josem & Trigiani LLP | 1 | 1.3% |
| COSTIN, HAMMEL & LEAKE, L.L.C. | 1 | 1.3% |
| Fischer Dorwart PC | 1 | 1.3% |
| Fisher & Phillips LLP | 1 | 1.3% |
| Kauff McGuire & Margolis LLP | 1 | 1.3% |
| Kroll Heineman Carton LLC | 1 | 1.3% |
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).