CohnReznick LLP
auditor28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served159-5 YoYRank #138 of mapped providers
Assets under administration$90.3B0.1%Market share · rank #152
Fees received$5MMedian $24,675/planSum across Schedule C direct + indirect
Net wins YoY-641 won · 47 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 CohnReznick LLP plan look like?
Service mix · median fees per plan
Count of plans where CohnReznick LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Accounting (including auditing)Code 10 | 139 | $25,725 | |
Other feesCode 99 | 7 | $22,050 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Consulting (pension); Consulting feesCode 15 | 5 | $12,600 | |
Other servicesCode 49 | 5 | $26,250 | |
Consulting (general)Code 16 | 1 | $0 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $23,010 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $26,250 |
Competitor overlap
Percent of CohnReznick 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 CohnReznick LLP.
| Sponsor | From | Assets |
|---|---|---|
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | Mayer Hoffman McCann P.C. | $11.7B |
EXTENSIS GROUP, LLCNJ · 861064991-333 | Transamerica | $682M |
AUDIOLOGY BENEFITS SERVICE, LLCNJ · 222580521-002 | Principal | $216M |
ENTERPRISE COMMUNITY PARTNERS INCMD · 521231931-333 | Principal | $215M |
LEE ENTERPRISES, INC.IA · 420823980-003 | Metropolitan West Asset Management | $182M |
INVESTCLOUD, INC.CA · 320412640-001 | John Hancock | $152M |
EPPENDORF HOLDING, INCORPORATEDCT · 113521426-002 | USI Consulting Group | $133M |
MAPEI CORPORATIONFL · 363369327-001 | Prudential Retirement Insurance & Annuity Co. | $120M |
SMBC MANUBANKCA · 952221647-002 | Empower | $106M |
INSTANT BRANDS HOLDINGS, INC.IL · 161403318-004 | John Hancock | $98M |
Plans lost in 2024
Appeared last year under CohnReznick LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BARCLAYS SERVICES CORPORATIONNY · 133714398-002 | Empower | $3.1B |
TRANSUNION INTERMEDIATE HOLDINGS, INC.IL · 743135689-001 | Merrill | $1.3B |
UMASS MEMORIAL HEALTH CARE, INC.MA · 043358566-005 | Cambridge Associates | $992M |
RALPH LAUREN CORPORATIONNJ · 132622036-001 | 401(k) Advisors Inc | $759M |
WESTERN NEW ENGLAND UNIVERSITYMA · 042108376-001 | CBIZ | $267M |
GEORGETOWN UNIVERSITYDC · 530196603-210 | WTW | $184M |
LAKESHORE LEARNING MATERIALS, LLCCA · 941525814-001 | Goldman Sachs Trust Company | $163M |
AMERICAN SOCIETY OF CLINICAL ONCOLOGYVA · 136180380-001 | Fidelity Investments | $111M |
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INCMA · 042103555-003 | Fidelity Investments | $111M |
MUSCULAR DYSTROPHY ASSOCIATION, INC.IL · 131665552-001 | Morgan Lewis & Bockius LLP | $81M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $127,750 | 10y | - |
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | $11.7B | 152,118 | $53,000 | 2y | 1 |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $30,175 | 10y | 1 |
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $74,394 | 3y | - |
LINDE INC.CT · 061249050-334 | $2.9B | 16,219 | $42,525 | 5y | 1 |
THE TURNER CORPORATIONNY · 133209884-002 | $2.8B | 10,507 | $44,032 | 3y | 2 |
GARTNER, INC.CT · 043099750-002 | $2.7B | 15,449 | $0 | 10y | 2 |
GEORGETOWN UNIVERSITYDC · 530196603-211 | $2.5B | 13,202 | $32,210 | 9y | - |
LINDE INC.CT · 061249050-335 | $2.1B | 17,786 | $57,430 | 3y | - |
BROADRIDGE FINANCIAL SOLUTIONS, INC.NJ · 331151291-001 | $1.9B | 8,840 | $38,850 | 7y | 3 |
Flag exposure
82.4%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 (28)
Raw Schedule C names collapsed into CohnReznick LLP.
- BFI PRINTING AND MAILING
- BFP ASSOCIATES, INC.
- BFS
- BFS GROUP
- BFSG, INC 401K
- BFSG, INC. 401K
- BG ADVISORS , CPA
- COHENREZNICK
- COHENREZNICK LLP
- COHN & REZNICK
- COHN RENZNICK LLP
- COHN REZNICK
- COHN REZNICK ADVISORY ASSURANCE
- COHN REZNICK LLP
- COHN REZNICK, LLC
- COHN REZNICK, LLP
- COHN REZNIICK LLP
- COHN REZNIK LLP
- COHN, REZNICK LLP
- COHNRESNICK LLP
- COHNREZNICK
- COHNREZNICK LLP
- COHNREZNICK, LLC
- COHNREZNICK, LLP
- COHNREZNICK,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 CohnReznick 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 | 7 | 4.40% | 7.76% | -3.36 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 33 | 20.75% | 1.71% | +19.04 pp |
| Failed to provide benefit | 8 | 5.03% | 0.14% | +4.89 pp |
| Corrective distributions | 43 | 27.04% | 1.76% | +25.29 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 CohnReznick LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on CohnReznick 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 |
|---|---|---|
| Mercer | 18 | 11.3% |
| Fiducient Advisors | 15 | 9.4% |
| Strategic Advisers | 15 | 9.4% |
| CAPTRUST | 9 | 5.7% |
| Aon | 8 | 5.0% |
| WTW | 5 | 3.1% |
| Creative Planning | 4 | 2.5% |
| NISA Investment Advisors | 4 | 2.5% |
| OneDigital | 4 | 2.5% |
| Pension Benefit Information LLC | 4 | 2.5% |
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).