Emerald Print Management
other5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3882 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3725
Fees received$29,847Median $9,281/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 Emerald Print Management plan look like?
Service mix · median fees per plan
Count of plans where Emerald Print Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Actuarial; Direct payment from the planCode 11 | 1 | $14,188 | |
Insurance agents and brokers; Direct payment from the planCode 22 | 1 | $6,378 | |
Other servicesCode 49 | 1 | $9,281 |
Competitor overlap
Percent of Emerald Print Management'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 Emerald Print Management.
| Sponsor | From | Assets |
|---|---|---|
ROCHESTER GENERAL HEALTH SYSTEMNY · 222551509-001 | CW Associates | $717M |
UNITY HEALTH SYSTEMNY · 222572873-001 | Invesco Capital Management | $343M |
THE INDIAN RIVER TRUSTDE · 510377325-002 | Principal | $0 |
Plans lost in 2024
Appeared last year under Emerald Print Management; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ROCHESTER GENERAL HEALTH SYSTEMNY · 222551509-001 | $717M | 15,575 | $14,188 | 1y | - |
UNITY HEALTH SYSTEMNY · 222572873-001 | $343M | 10,232 | $9,281 | 1y | - |
THE INDIAN RIVER TRUSTDE · 510377325-002 | $0 | 0 | $6,378 | 7y | 1 |
Flag exposure
100.0%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 (5)
Raw Schedule C names collapsed into Emerald Print Management.
- CADWALADER & ASSOCIATES
- CADWALADER & ASSOCIATES,
- CADWALADER AND
- EMERALD PRINT MANAGEMENT
- EMERALD PRINT MANAGEMENT, 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 Emerald Print Management'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 | 33.33% | 7.76% | +25.57 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 Emerald Print Management. 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 Emerald Print Management'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 |
|---|---|---|
| Hotchkis & Wiley Capital Management | 2 | 66.7% |
| Mercer | 2 | 66.7% |
| NEPC LLC | 2 | 66.7% |
| Parametric Portfolio Associates | 2 | 66.7% |
| WTW | 2 | 66.7% |
| BCG Pension Risk Consultants | 1 | 33.3% |
| Creative Planning | 1 | 33.3% |
| Jennison Global Opportunity Fund | 1 | 33.3% |
| Lindsell Train | 1 | 33.3% |