Gregorio, Stec, Klein & Hose
auditor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2320 of mapped providers
Assets under administration$4.0B0.0%Market share · rank #2196
Fees received$267,006Median $31,173/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 Gregorio, Stec, Klein & Hose plan look like?
Service mix · median fees per plan
Count of plans where Gregorio, Stec, Klein & Hose ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
LegalCode 29 | 6 | $31,173 |
Competitor overlap
Percent of Gregorio, Stec, Klein & Hose'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 Gregorio, Stec, Klein & Hose.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Gregorio, Stec, Klein & Hose; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRSTEES MACH MVRS,RIGGERS&MACH EREC LOCAL 136 DEF. CONT. RETIRE. FUNDIL · 363637616-005 | Fiducient Advisors | $32M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | $1.7B | 9,502 | $115,869 | 3y | - |
BOARD OF TRUSTEES OF THE SHEET METAL WORKERS 73 PENSION FUNDIL · 516126221-001 | $786M | 5,310 | $27,177 | 4y | - |
TRUSTEES OF SHEET METAL WORKERS INT'L ASSOCIATION LOCAL NO. 73IL · 205002115-003 | $708M | 2,976 | $32,156 | 4y | - |
BOARD OF TRUSTEES FOR THE PLUMBER'S RETIREMENT SAVINGS FUND, LOCAL 130IL · 860928669-003 | $449M | 6,158 | $30,190 | 3y | 1 |
BOARD OF TRUSTEES-LOCAL 63 DEFINED CONTRIBUTION PENSION FUNDIL · 363519910-001 | $338M | 2,159 | $52,477 | 4y | - |
TRSTEES MACH MVRS,RIGGERS&MACH EREC LOCAL 136 SUPPLEMENTAL RETIRE. PLAIL · 361416355-001 | $68M | 370 | $9,137 | 3y | - |
Flag exposure
66.7%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 (4)
Raw Schedule C names collapsed into Gregorio, Stec, Klein & Hose.
- COLUMBIA WAGNER ASSET MANAGEMENT
- GREGORIO STEC KLEIN & HOSE
- GREGORIO, STEC, KLEIN & HOSE
- GREGORIO, STEC, KLEIN & HOSE 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 Gregorio, Stec, Klein & Hose'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 | 16.67% | 1.71% | +14.95 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 Gregorio, Stec, Klein & Hose. 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 Gregorio, Stec, Klein & Hose'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 |
|---|---|---|
| Marquette Associates | 4 | 66.7% |
| Benefits Management, Inc. | 2 | 33.3% |
| Fiducient Advisors | 2 | 33.3% |
| Inter-Continental Real Estate Corp | 2 | 33.3% |
| LSV Asset Management | 2 | 33.3% |
| The Segal Company | 2 | 33.3% |
| Acadian Asset Management | 1 | 16.7% |
| American Realty Advisors | 1 | 16.7% |
| AQR Capital Management LLC | 1 | 16.7% |
| Atalanta Sosnoff | 1 | 16.7% |