Feinberg Dumont & Brennan
attorney8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+3 YoYRank #1383 of mapped providers
Assets under administration$32.9B0.0%Market share · rank #432
Fees received$598,504Median $15,000/planSum across Schedule C direct + indirect
Net wins YoY+45 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 Feinberg Dumont & Brennan plan look like?
Service mix · median fees per plan
Count of plans where Feinberg Dumont & Brennan ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 11 | $15,000 |
Competitor overlap
Percent of Feinberg Dumont & Brennan'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 Feinberg Dumont & Brennan.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | PRI Financial Advisors Inc | $19.3B |
TRUSTEES OF TEAMSTERS NATIONAL PIPE LINE PENSION PLANMN · 461102851-001 | Zenith Administrative Services | $318M |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | ULLICO Inc | $267M |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | Aberdeen Asset Management | $180M |
Plans lost in 2024
Appeared last year under Feinberg Dumont & Brennan; not this year.
| Sponsor | To | Assets |
|---|---|---|
IATSE LOCAL 11, PENSION FUNDMA · 046211188-001 | Schultheis & Panettieri LLP | $57M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | $19.3B | 478,185 | $6,048 | 2y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $349,636 | 3y | - |
BOARD OF TRUSTEES OF THE TEAMSTERS- NATIONAL 401K SAVINGS PLAN TRUSTPA · 521967784-001 | $1.5B | 164,679 | $14,791 | 3y | 2 |
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | $806M | 4,737 | $72,506 | 3y | - |
MASSACHUSETTS BRICKLAYERS & MASONS PENSION FUNDMA · 046128039-001 | $547M | 4,220 | $41,187 | 5y | - |
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUNDMA · 222489316-001 | $527M | 6,176 | $37,388 | 3y | - |
TRUSTEES OF TEAMSTERS NATIONAL PIPE LINE PENSION PLANMN · 461102851-001 | $318M | 2,468 | $10,609 | 1y | - |
MASSACHUSETTS BRICKLAYERS & MASONS ANNUITY FUNDMA · 046375393-001 | $273M | 2,927 | $24,397 | 5y | - |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | $267M | 4,170 | $13,549 | 1y | - |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | $180M | 4,798 | $13,393 | 1y | - |
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 (8)
Raw Schedule C names collapsed into Feinberg Dumont & Brennan.
- CARPENTERS PENSION & ANNUITY OF PHI
- CARPENTERS PENSION FUND OF IL
- CARPENTERS RETIREMENT PLAN OF WWA
- CARPENTERS RETIREMENT PLAN WWA
- FEINBERG DUMONT & BRENNAN
- FEINBERG DUMONT BRENNAN
- FEINBERG, DUMONT & BRENNAN
- FEINBERG, DUMONT AND BRENNAN
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 Feinberg Dumont & Brennan'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 | 1 | 9.09% | 1.71% | +7.38 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 9.09% | 1.76% | +7.33 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 Feinberg Dumont & Brennan. 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 Feinberg Dumont & Brennan'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 |
|---|---|---|
| Boston Partners Global Investors | 3 | 27.3% |
| The Segal Company | 3 | 27.3% |
| Segal Marco Advisors | 3 | 27.3% |
| Alan Biller & Associates | 2 | 18.2% |
| AllianceBernstein | 2 | 18.2% |
| American Realty Advisors | 2 | 18.2% |
| Dimensional Fund Advisors | 2 | 18.2% |
| EJ Reynolds, Inc. | 2 | 18.2% |
| JOHCM (USA) Inc. | 2 | 18.2% |
| Manzi & Associates LLC | 2 | 18.2% |