BROWNSTEIN RASK LLP
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-3 YoYRank #2272 of mapped providers
Assets under administration$2.8B0.0%Market share · rank #2641
Fees received$111,158Median $26,629/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 BROWNSTEIN RASK LLP plan look like?
Service mix · median fees per plan
Count of plans where BROWNSTEIN RASK LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 4 | $26,629 |
Competitor overlap
Percent of BROWNSTEIN RASK 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 BROWNSTEIN RASK LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BROWNSTEIN RASK LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENTWA · 916029051-001 | NORTHWEST CARPENTERS TRUST | $3.3B |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | NUWEST INSURANCE SERVICES | $1.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OFOR · 936074829-001 | $2.5B | 32,974 | $50,344 | 8y | - |
BOARD OF TRUSTEES OF WESTERN GLAZIERS RETIREMENT PLANOR · 936074376-001 | $199M | 1,004 | $38,033 | 7y | - |
BOARD OF TRUSTEES, CORNELL-HART PENSION PLANOR · 930747524-002 | $102M | 1,816 | $7,556 | 10y | 1 |
BOARD OF TRUSTEES, SOUTHWEST MARINE PENSION TRUSTCA · 956123404-001 | $54M | 467 | $15,225 | 10y | - |
Flag exposure
100.0%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 (4)
Raw Schedule C names collapsed into BROWNSTEIN RASK LLP.
- BROWNSTEIN RASK
- BROWNSTEIN RASK LLP
- BROWNSTEIN RASK SWEENEY KERR GRIM
- BROWNSTEIN RASK, 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 BROWNSTEIN RASK 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 25.00% | 1.71% | +23.29 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 BROWNSTEIN RASK LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent