BONADIO & CO., LLP
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served100+14 YoYRank #206 of mapped providers
Assets under administration$31.1B0.0%Market share · rank #442
Fees received$2MMedian $17,816/planSum across Schedule C direct + indirect
Net wins YoY+1021 won · 11 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 BONADIO & CO., LLP plan look like?
Service mix · median fees per plan
Count of plans where BONADIO & CO., LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Accounting (including auditing)Code 10 | 91 | $18,590 | |
Other feesCode 99 | 4 | $8,613 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Consulting fees; Consulting (pension)Code 15 | 1 | $10,500 | |
Consulting (general)Code 16 | 1 | $9,000 | |
Investment advisory (plan)Code 27 | 1 | $13,800 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $16,992 | |
Direct payment from the planCode 50 | 1 | $34,129 |
Competitor overlap
Percent of BONADIO & CO., LLP'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 BONADIO & CO., LLP.
| Sponsor | From | Assets |
|---|---|---|
CARESTREAM HEALTH, INC.NY · 208190334-001 | T ROWE PRICE RPS INC | $406M |
COMMUNITY CARE PHYSICIANS PLLCNY · 141660131-001 | PRINCIPAL LIFE INSURANCE COMPANY | $354M |
KERING AMERICAS, INCNJ · 223091355-001 | AXA EQUITABLE LIFE INSURANCE CO | $345M |
COLUMBUS MCKINNON CORPORATIONNY · 160547600-013 | FID INV INST OPS CO | $238M |
ST. JOHN FISHER UNIVERSITYNY · 160746864-001 | (new plan) | $198M |
TEXAS MEDICAL LIABILITY TRUSTTX · 742002140-002 | MMA SECURITIES LLC | $60M |
LORETTO MANAGEMENT CORPORATIONNY · 222873640-003 | FUST CHARLES CHAMBERS LLP | $53M |
PALMER FISH COMPANY, INC.NY · 160581370-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $41M |
MOHAWK FINE PAPERS INC.NY · 146075575-004 | TRANSAMERICA RETIREMENT SOLUTIONS | $39M |
ASPIRE OF WESTERN NEW YORK, INC.NY · 160757756-003 | VALIC RETIREMENT SERVICES COMPANY | $38M |
Plans lost in 2024
Appeared last year under BONADIO & CO., LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
PAGE SOUTHERLAND PAGE, INCTX · 464258046-002 | CERITY PARTNERS | $200M |
IVOCLAR VIVADENT, INC.NY · 161287874-001 | UBS FINANCIAL SERVICES INC | $101M |
FINISHMASTER, INC.IN · 382252096-002 | SAGEVIEW ADVISORY GROUP, LLC | $77M |
BOARD OF TRUSTEES, LABORERS' PENSION FUND OF LOCAL UNION NO. 186CT · 146048883-001 | BOLTON PARTNERS, INC. | $46M |
KEUKA COLLEGENY · 166054295-001 | FIDUCIENT ADVISORS LLC | $44M |
CONSTELLATION BRANDS U.S. OPERATIONS, INC.NY · 161462887-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $20M |
GOODWILL OF THE FINGER LAKES, INC.NY · 274212702-002 | PROACCOUNT | $9M |
CELLINO LAW, LLPNY · 844131021-001 | MODERN WEALTH HOLDINGS LLC | $6M |
ABVI-GOODWILLNY · 160743906-001 | (new plan) | $1,226 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNIVERSITY OF ROCHESTERNY · 160743209-003 | $8.0B | 47,731 | $50,000 | 10y | - |
CORNELL UNIVERSITYNY · 150532082-001 | $3.0B | 27,192 | $34,000 | 2y | - |
AVANGRID MANAGEMENT COMPANY, LLCCT · 455063049-003 | $2.6B | 10,256 | $34,000 | 4y | 2 |
CORNELL UNIVERSITYNY · 150532082-003 | $2.4B | 18,312 | $34,030 | 2y | - |
CENTRAL MAINE POWER COMPANYCT · 010042740-001 | $1.6B | 8,230 | $25,005 | 6y | - |
CONSTELLATION BRANDS, INC.NY · 160716709-002 | $1.1B | 5,881 | $19,500 | 10y | 1 |
GENERAL COMMITTEE OF ADJUSTMENT FOR THE LINES, CSX-WESTERN LINES, CSX-NY · 346401908-002 | $903M | 5,767 | $27,400 | 3y | - |
NATIONAL FUEL GAS COMPANYNY · 131086010-001 | $861M | 3,082 | $23,100 | 10y | 1 |
IBEW LOCAL 1249 PENSION FUND BOARD OF TRUSTEESNY · 156035161-001 | $665M | 5,077 | $40,400 | 10y | - |
NIXON PEABODY LLPNY · 160764720-023 | $653M | 913 | $13,600 | 8y | - |
Flag exposure
84.0%Market: 89.2%
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 (28)
Raw Schedule C names collapsed into BONADIO & CO., LLP.
- BONADIA & CO LLP
- BONADIIO & CO. LLP
- BONADIO & C0, LLP
- BONADIO & CO
- BONADIO & CO LLP
- BONADIO & CO, LLP
- BONADIO & CO,. LLP
- BONADIO & CO.
- BONADIO & CO. , LLP
- BONADIO & CO. CPA'S LLP
- BONADIO & CO. LLC
- BONADIO & CO. LLP
- BONADIO & CO., LLC
- BONADIO & CO., LLP
- BONADIO & CO.,LLP
- BONADIO & COMPANY
- BONADIO & COMPANY LLP
- BONADIO & COMPANY, LLP
- BONADIO &CO LLP
- BONADIO &CO., LLP
- BONADIO AND CO LLP
- BONADIO AND CO.
- BONADIO AND CO., LLP
- BONADIO AND COMPANY LLP
- BONADIO CO., LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 BONADIO & CO., LLP'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 | 7 | 7.00% | 7.76% | -0.76 pp |
| Fidelity bond gap | 1 | 1.00% | 26.94% | -25.94 pp |
| Late contributions | 5 | 5.00% | 1.71% | +3.29 pp |
| Failed to provide benefit | 3 | 3.00% | 0.14% | +2.86 pp |
| Corrective distributions | 16 | 16.00% | 1.76% | +14.24 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 BONADIO & CO., LLP. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).