D.F. Dent & Company
advisor33 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-1 YoYRank #1332 of mapped providers
Assets under administration$84.5B0.1%Market share · rank #198
Fees received$3MMedian $123,908/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 D.F. Dent & Company plan look like?
Service mix · median fees per plan
Count of plans where D.F. Dent & Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 9 | $125,429 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $84,633 | |
Employee (plan); Direct payment from the planCode 30 | 1 | $68,106 |
Competitor overlap
Percent of D.F. Dent & Company'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 D.F. Dent & Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under D.F. Dent & Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
MOTION PICTURE AND TELEVISION FUNDCA · 951652916-001 | Rialto Capital Management | $47M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $2M | 6y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $604,455 | 4y | 1 |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | $1.3B | 27,316 | $122,387 | 7y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $94,607 | 4y | - |
BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLANSC · 576027499-001 | $482M | 2,388 | $68,106 | 4y | - |
MUNSON HEALTHCAREMI · 382640544-002 | $371M | 2,623 | $125,429 | 6y | - |
BRONSON HEALTHCARE GROUP, INC.MI · 382418383-004 | $318M | 4,230 | $143,961 | 6y | - |
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUNDTN · 586116699-001 | $166M | 1,274 | $14,089 | 7y | - |
PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUNDTN · 626101288-001 | $153M | 1,831 | $12,333 | 5y | - |
BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUNDMO · 436098247-001 | $105M | 1,434 | $154,037 | 6y | - |
Flag exposure
91.7%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 (33)
Raw Schedule C names collapsed into D.F. Dent & Company.
- BOSTON PRNS GLOBAL INVESTORS, INC.
- BOSTON RESEARCH & MANAGEMENT
- BOSTON, SHARON
- BRIGGS & MORGAN, P.A.
- BRIGGS & STRATTON
- BRIGGS & STRATTON CORPORATION
- BRIGGS & VASELKA CO
- BRIGGS & VELSELKA CO.
- BRIGGS AND MORGAN, P.A.
- D E SHAW & CO
- D F DENT & COMPANY
- D. F. DENT & CO.
- D. F. DENT & CO., INC.
- D. F. DENT & COMPANY
- D. F. DENT & COMPANY, INC.
- D.F. DENT & CO.
- D.F. DENT & COMPANY
- D.F. DENT & COMPANY INC.
- D.F. DENT & COMPANY, INC
- D.F. DENT & COMPANY, INC.
- D.F. DENT AND COMPANY, INC
- D.F. DENT AND COMPANY, INC.
- D.F.DENT & COMPANY
- DF DENT
- DF DENT & CO
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 D.F. Dent & Company'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 | 3 | 25.00% | 1.76% | +23.24 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 D.F. Dent & Company. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on D.F. Dent & Company'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 |
|---|---|---|
| Arnall Golden Gregory LLC | 1 | 8.3% |
| Arnold Newbold Sollars & Hollins PC | 1 | 8.3% |
| Beeson Tayer & Bodine | 1 | 8.3% |
| Miller Johnson Snell & Cummiskey PC | 1 | 8.3% |
| Segal Roitman LLP | 1 | 8.3% |
| Stranch, Jennings & Garvey | 1 | 8.3% |
| Warner Norcross & Judd LLP | 1 | 8.3% |
| Watkins Pawlick Calati & Prifti PC | 1 | 8.3% |
| Willig Williams & Davidson | 1 | 8.3% |