Cuni, Rust & Strenk, Inc.
other25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served43+1 YoYRank #445 of mapped providers
Assets under administration$6.0B0.0%Market share · rank #1717
Fees received$2MMedian $49,650/planSum across Schedule C direct + indirect
Net wins YoY+02 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 Cuni, Rust & Strenk, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Cuni, Rust & Strenk, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; ActuarialCode 11 | 42 | $50,213 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other servicesCode 15 | 1 | $16,775 |
Competitor overlap
Percent of Cuni, Rust & Strenk, Inc.'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 Cuni, Rust & Strenk, Inc..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLANOH · 346682351-001 | UNITED ACTUARIAL SERVICES | $204M |
I.B.E.W. LOCAL 540 PENSION FUNDOH · 346701444-001 | Segal Macro Advisors | $126M |
Plans lost in 2024
Appeared last year under Cuni, Rust & Strenk, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
IBEW LOCAL 688 PENSION PLANOH · 346700779-001 | (new plan) | $22M |
AUTOMATIC TIMING & CONTROLS, INC.OH · 341536737-003 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES OF DISTRICT 9 I.A.M & A.W. PENSION TRUSTMO · 510138317-001 | $749M | 13,905 | $217,800 | 8y | - |
TRUSTEES OF MICHIGAN ELECTRICAL EMPLOYEES' PENSION FUNDMI · 386233977-001 | $545M | 5,375 | $65,600 | 7y | - |
BOARD OF TRUSTEES PAINTERS DISTRICT COUN NO. 30 PENSION FUNDIL · 366491120-001 | $461M | 3,081 | $81,975 | 10y | - |
SW OH REGIONAL COUNCIL OF CARPENTERSMI · 316127287-001 | $421M | 5,233 | $121,475 | 10y | - |
BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLANMN · 416046858-001 | $388M | 3,302 | $57,700 | 9y | - |
PLUMBERS, PIPEFITTERS & MECHANICAL EQUIPMENT SERVICE LOCAL UNION 392OH · 310655223-001 | $381M | 3,568 | $104,025 | 10y | - |
IBEW LOCAL 683 BOARD OF TRUSTEESMO · 341442087-001 | $368M | 4,667 | $78,375 | 10y | - |
LOCAL UNION NO 212 IBEW PENSIONOH · 316127280-001 | $308M | 3,003 | $88,715 | 10y | - |
BOARD OF TRUSTEES NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERSOH · 346502487-001 | $260M | 2,091 | $59,675 | 10y | - |
BOARD OF TRUSTEES IRONWORKERS LOCAL NO. 55 PENSION PLANOH · 346682351-001 | $217M | 1,305 | $63,125 | 2y | - |
Flag exposure
95.3%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 (25)
Raw Schedule C names collapsed into Cuni, Rust & Strenk, Inc..
- BONAMASSA, MAIETTA & CARTELLI, LLP
- BOND & COMPANY
- BOND ANDIOLA & COMPANY
- BOND BEEBE
- BOND BEEBE LLP
- BOND BEEBE PC
- BOND BEEBE, LLP
- BOND BEEBE, PC
- BOND BEEBE, PC.
- CUNI RUST & STRENK
- CUNI RUST & STRENK, INC.
- CUNI RUST AND STRENK
- CUNI, RUST & STRENK
- CUNI, RUST & STRENK ACTUARIAL
- CUNI, RUST & STRENK INC
- CUNI, RUST & STRENK, INC
- CUNI, RUST & STRENK, INC.
- CUNI, RUST AND STRENK
- CUNI, RUST STRENK
- CUNI, RUST, & STRENK
- CUNI, RUST, & STRENK ACTUARIAL
- CUNI, RUST, & STRENK, INC.
- CUNI, RUST, AND STRENK
- CUNI, RUST, STREN, INC.
- CUNI, RUST, STRENK, INC.
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 Cuni, Rust & Strenk, Inc.'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 | 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 Cuni, Rust & Strenk, Inc.. 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 Cuni, Rust & Strenk, Inc.'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 |
|---|---|---|
| National Investment Services | 10 | 23.3% |
| American Realty Advisors | 8 | 18.6% |
| Ledbetter Partners LLC | 8 | 18.6% |
| Strategic Capital Investment Advisors | 8 | 18.6% |
| ULLICO Inc | 7 | 16.3% |
| Washington Capital Management | 7 | 16.3% |
| ASB Capital Management | 6 | 13.9% |
| Manning & Napier | 5 | 11.6% |
| Standard Valuations Inc. | 5 | 11.6% |
| Clarion Lion Properties Fund LP | 4 | 9.3% |
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).