Cohen Weiss & Simon LLP
attorney30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served47-2 YoYRank #400 of mapped providers
Assets under administration$43.8B0.1%Market share · rank #357
Fees received$4MMedian $49,907/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 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 Weiss & Simon LLP plan look like?
Service mix · median fees per plan
Count of plans where Cohen Weiss & Simon LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 46 | $49,499 | |
Direct payment from the plan; Trustee (individual); Trustee (discretionary)Code 20 | 1 | $55,429 |
Competitor overlap
Percent of Cohen Weiss & Simon 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 Cohen Weiss & Simon LLP.
| Sponsor | From | Assets |
|---|---|---|
LOCAL NO. 171 PENSION PLANNJ · 376155648-001 | Baratz & Associates, P.A. | $2M |
LOCAL 447 PENSION FUND BOARD OF TRUSTEESNY · 136121590-001 | GCC/IBT Local 1L | $1M |
BOARD OF TRUSTEES OF LOCAL ONE PHOTOENGRAVERS PENSION FUNDNY · 134200325-001 | GCC/IBT Local 1L | $418,491 |
Plans lost in 2024
Appeared last year under Cohen Weiss & Simon LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEESNY · 131764242-001 | Hotel & Gaming Trades Council | $2.3B |
QUAD/GRAPHICS, INC.WI · 391152983-003 | Mariner Institutional | $2.1B |
LOCAL 463 PENSION FUND BOARD OF TRUSTEESNY · 111800729-001 | JEAN LEWIS | $87M |
BOARD OF TRUSTEES OF LOCAL 804 PENSION FUNDNY · 116077200-001 | Weaver & Tidwell LLP | $16M |
BOARD OF TRUSTEES-UFCW LOCAL 174 COMMERCIAL PENSIONPA · 133563111-001 | CBIZ | $469,143 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $102,181 | 10y | 1 |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $244,582 | 10y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $168,172 | 6y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $71,085 | 9y | - |
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $370,998 | 8y | - |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $219,870 | 10y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $170,750 | 2y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $77,381 | 8y | - |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | $2.2B | 40,310 | $5,751 | 9y | - |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $146,331 | 7y | - |
Flag exposure
95.7%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 (30)
Raw Schedule C names collapsed into Cohen Weiss & Simon LLP.
- BEUTEL GOODMAN COMPANY, LTD
- BEVER DYE LC
- BEVERLY ST. AMOUR
- BEVERLY, NEWMAN & COMPANY, PLLC
- BEVIS EBERHART BROWING WALKER
- BEVIS EBERHART BROWNING WALKER
- BEVISEBERHARTBROWNINGWALKERSTEWART
- BEXTIL ACCOUNTING
- BFA
- COHEN WEISS & SIMON
- COHEN WEISS & SIMON LLP
- COHEN WEISS & SIMONS LLP
- COHEN WEISS AND SIMON
- COHEN WEISS AND SIMON LLP
- COHEN WEISS AND SIMON, LLP
- COHEN, WEISS & SIMON
- COHEN, WEISS & SIMON LLP
- COHEN, WEISS & SIMON, LLP
- COHEN, WEISS AND SIMON
- COHEN, WEISS AND SIMON LLP
- COHEN, WEISS AND SIMON, LLP
- COHEN, WEISS AND SIMON, LLP.
- COHEN, WEISS SIMON, LLP
- COHEN, WEISS, & SIMON
- COHEN, WEISS, & SIMON 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 Cohen Weiss & Simon 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 | 4 | 8.51% | 1.71% | +6.80 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 Cohen Weiss & Simon LLP. 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 Weiss & Simon 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 |
|---|---|---|
| Segal Marco Advisors | 9 | 19.1% |
| The Segal Company | 8 | 17.0% |
| Milliman | 7 | 14.9% |
| Pension Benefit Information LLC | 7 | 14.9% |
| Quan-Vest Consultants, Inc. | 6 | 12.8% |
| Alliant Insurance Services | 5 | 10.6% |
| I.E. Shaffer & Co. | 5 | 10.6% |
| Hamilton Lane | 4 | 8.5% |
| Loomis Sayles | 4 | 8.5% |
| The Segal Co (Eastern States) Inc | 4 | 8.5% |
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).