Mondress Monaco Parr Lockwood PLLC
attorney4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1743 of mapped providers
Assets under administration$42.4B0.1%Market share · rank #366
Fees received$592,926Median $60,140/planSum across Schedule C direct + indirect
Net wins YoY+12 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 Mondress Monaco Parr Lockwood PLLC plan look like?
Service mix · median fees per plan
Count of plans where Mondress Monaco Parr Lockwood PLLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 7 | $60,140 | |
Consulting (general); Direct payment from the planCode 16 | 2 | $64,515 |
Competitor overlap
Percent of Mondress Monaco Parr Lockwood PLLC'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 Mondress Monaco Parr Lockwood PLLC.
| Sponsor | From | Assets |
|---|---|---|
ZIPLY FIBERWA · 845103010-001 | Milliman | $126M |
WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEESOR · 936026077-001 | (new plan) | $69M |
Plans lost in 2024
Appeared last year under Mondress Monaco Parr Lockwood PLLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES SOUTHWEST CARPENTERS PENSION TRUSTCA · 956042875-001 | Cheiron | $6.8B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COSTCO WHOLESALE CORPORATIONWA · 911223280-002 | $41.0B | 263,899 | $123,900 | 8y | - |
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | $534M | 9,416 | $57,713 | 10y | - |
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSIONCA · 516077569-001 | $263M | 2,499 | $60,140 | 8y | - |
BOARD OF TRUSTEES, IDAHO PLUMBERS AND PIPEFITTERS PENSION PLANOR · 826010346-001 | $189M | 2,731 | $75,485 | 8y | - |
ZIPLY FIBERWA · 845103010-001 | $126M | 603 | $5,130 | 4y | - |
INTERMOUNTAIN IRONWORKERS TAX DEFERRAL PLANUT · 621473489-002 | $119M | 4,292 | $128,165 | 9y | - |
BOARD OF TRUSTEES OF BUILDING SERVICE PENSION PLAN PENSION TRUSTWA · 916034670-001 | $99M | 7,265 | $97,811 | 8y | - |
WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEESOR · 936026077-001 | $69M | 1,505 | $36,410 | 2y | 1 |
BOARD OF TRUSTEES - COLORADO CEMENT MASONS PENSION TRUST FUNDNM · 846094010-001 | $7M | 321 | $8,172 | 8y | - |
Flag exposure
77.8%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 Mondress Monaco Parr Lockwood PLLC.
- FIDELITY INVSTMNTS INST'L OPS. CO.
- MONDRESS MONACO PARR LOCKWOOD
- MONDRESS MONACO PARR LOCKWOOD PLLC
- MONDRESS MONACO,PARK LOCKWOOD PLLC
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 Mondress Monaco Parr Lockwood PLLC'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 | 11.11% | 1.71% | +9.40 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 Mondress Monaco Parr Lockwood PLLC. 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 Mondress Monaco Parr Lockwood PLLC'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 |
|---|---|---|
| Milliman | 5 | 55.6% |
| Alan Biller & Associates | 1 | 11.1% |
| ASB Capital Management | 1 | 11.1% |
| Associated Benefit Planners, Ltd. | 1 | 11.1% |
| Aukema & Associates | 1 | 11.1% |
| Blackstone | 1 | 11.1% |
| Dana Investment Advisors | 1 | 11.1% |
| Delaware Capital Management | 1 | 11.1% |
| Delaware Investments | 1 | 11.1% |
| Lazard Asset Management LLC | 1 | 11.1% |