Curcio Webb, LLC
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served61+12 YoYRank #321 of mapped providers
Assets under administration$151.0B0.2%Market share · rank #82
Fees received$4MMedian $33,218/planSum across Schedule C direct + indirect
Net wins YoY+1330 won · 17 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 Curcio Webb, LLC plan look like?
Service mix · median fees per plan
Count of plans where Curcio Webb, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (plan); Consulting (general)Code 16 | 30 | $31,609 | |
Investment advisory (plan); Direct payment from the planCode 27 | 15 | $20,500 | |
Investment management; Direct payment from the planCode 28 | 6 | $54,251 | |
Other services; Direct payment from the planCode 49 | 3 | $15,137 | |
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $37,347 | |
Consulting feesCode 70 | 2 | $129,831 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $464,570 | |
Consulting fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $60,207 |
Competitor overlap
Percent of Curcio Webb, 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 Curcio Webb, LLC.
| Sponsor | From | Assets |
|---|---|---|
ELI LILLY AND COMPANYIN · 350470950-001 | Alight | $11.8B |
KIMBERLY-CLARK CORPORATIONWI · 390394230-016 | Strategic Advisers | $5.0B |
CINTAS CORPORATIONOH · 311188630-006 | Mercer | $4.1B |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002 | ALSTON & BIRD LLP | $4.0B |
COMPASS GROUP USA, INC.NC · 561874931-007 | Smith & Downey PA | $2.5B |
THE HEARST CORPORATIONNC · 130433120-048 | Alight | $2.4B |
ARCHER DANIELS MIDLAND COMPANYIL · 410129150-029 | Aon | $2.3B |
BATTELLE ENERGY ALLIANCE, LLCID · 680588324-002 | BlackRock | $2.1B |
KEURIG DR PEPPER INC.TX · 980517725-010 | Fidelity Investments | $1.9B |
SYENSQO USA LLCNJ · 223539954-010 | Merrill | $1.7B |
Plans lost in 2024
Appeared last year under Curcio Webb, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-333 | Aon | $12.0B |
PARAMOUNT GLOBALNY · 042949533-002 | Financial Engines Advisors LLC | $6.1B |
CBRE SERVICES, INC.TX · 521616016-001 | Goldman Sachs Asset Management | $3.7B |
SAFEWAY INC.CA · 943019135-001 | Conduent | $1.2B |
LEVI STRAUSS & COCA · 940905160-100 | Fidelity Investments | $624M |
BROWN & ROOT INDUSTRIAL SERVICES, LLCLA · 473996049-013 | Vanguard | $287M |
SHAWS SUPERMARKETS INCID · 041123420-002 | Conduent | $223M |
VOLVO GROUP NORTH AMERICA, LLCNC · 582431188-014 | Empower | $130M |
OCEAN BANKFL · 592237280-001 | T. Rowe Price | $95M |
KLX ENERGY SERVICES HOLDINGS, INCTX · 472661164-001 | John Hancock | $84M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $16,800 | 8y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | $12.9B | 81,332 | $6,978 | 3y | - |
ELI LILLY AND COMPANYIN · 350470950-001 | $11.8B | 49,943 | $6,951 | 1y | - |
TRAVELERS COMPANIES, INC.MN · 410518860-002 | $10.4B | 42,215 | $52,500 | 10y | 1 |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $8,334 | 4y | - |
INTERNATIONAL PAPER COMPANYTN · 130872805-001 | $8.2B | 84,174 | $365,196 | 10y | - |
AON CORPORATIONGA · 363051915-020 | $6.7B | 24,731 | $176,723 | 2y | - |
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | $5.9B | 30,211 | $16,910 | 2y | - |
INTERNATIONAL PAPER COMPANYTN · 130872805-007 | $5.0B | 20,176 | $2,439 | 5y | 1 |
KIMBERLY-CLARK CORPORATIONWI · 390394230-016 | $5.0B | 17,038 | $33,218 | 4y | - |
Flag exposure
88.5%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 (13)
Raw Schedule C names collapsed into Curcio Webb, LLC.
- BOND BEEBEE, P.C.
- BOND SCHOENECK KING
- BOND, SCHOENECK & KING
- CRUCIO WEBB
- CURCIO WEB
- CURCIO WEBB
- CURCIO WEBB LLC
- CURCIO WEBB, L.L.C.
- CURCIO WEBB, LLC
- CURCIO WEBB, LLC.
- CURCIO-WEBB
- CURICO WEBB
- CURICO WEBB 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 Curcio Webb, 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 | 1 | 1.64% | 7.76% | -6.12 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 8.20% | 1.71% | +6.48 pp |
| Failed to provide benefit | 3 | 4.92% | 0.14% | +4.78 pp |
| Corrective distributions | 19 | 31.15% | 1.76% | +29.39 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 Curcio Webb, LLC. 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 Curcio Webb, 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 |
|---|---|---|
| Groom Law Group, Chartered | 4 | 6.6% |
| Seyfarth Shaw LLP | 4 | 6.6% |
| Day Pitney LLP | 3 | 4.9% |
| Morgan Lewis & Bockius LLP | 3 | 4.9% |
| Dorsey & Whitney LLP | 2 | 3.3% |
| Faegre Drinker Biddle & Reath LLP | 2 | 3.3% |
| INNOVATIVE LEGAL SOLUTIONS | 2 | 3.3% |
| Bricker & Graydon LLP | 1 | 1.6% |
| Covington & Burling LLP | 1 | 1.6% |
| Ferraiuoli LLC | 1 | 1.6% |
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).