CADARET GRANT & CO INC
46 known aliases resolved via the canonical alias map
Market position · 2024
Plans served45+1 YoYRank #379 of mapped providers
Assets under administration$11.9B0.0%Market share · rank #1013
Fees received$1MMedian $22,507/planSum across Schedule C direct + indirect
Net wins YoY+19 won · 8 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 CADARET GRANT & CO INC plan look like?
Service mix · median fees per plan
Count of plans where CADARET GRANT & CO INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 18 | $14,824 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Direct payment from the planCode 15 | 10 | $23,615 | |
Other commissionsCode 55 | 6 | $25,241 | |
Other fees; Other services; Other commissionsCode 49 | 4 | $0 | |
Other feesCode 99 | 3 | $6,630 | |
Investment management; Shareholder servicing feesCode 28 | 2 | $10,211 | |
Consulting (pension); Direct payment from the planCode 17 | 1 | $42,492 | |
Insurance agents and brokers; Insurance brokerage commissions and fees; Insurance servicesCode 22 | 1 | $84,378 |
Competitor overlap
Percent of CADARET GRANT & CO INC'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 CADARET GRANT & CO INC.
| Sponsor | From | Assets |
|---|---|---|
TRIANGLE MANUFACTURING CO., INC.NJ · 221578513-001 | ADP BROKER-DEALER | $29M |
RITZ SAFETY LLCOH · 204254041-001 | NATIONWIDE | $10M |
AREA AGENCY ON AGING DISTRICT 7OH · 310971399-001 | SECURITIES AMERICA INC | $8M |
STEPHEN SILLER TUNNEL TO TOWERS FOUNDATIONNY · 020554654-001 | NATIONWIDE | $7M |
ECHELON GROUP, LLC, DBA OPOC.USOH · 880772314-001 | BRADY MARTZ & ASSOCIATES | $7M |
QUALITY MANAGEMENT ASSOCIATESNJ · 232714911-001 | ADP BROKER-DEALER | $3M |
BEST TRANSPORTATION SERVICES LLCNJ · 223591323-002 | RESOURCES INVESTMENT ADVISORS LLC | $2M |
BREWDOG BREWING COMPANY LLCOH · 611817540-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $2M |
PREVENTION LINKSNJ · 222221899-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under CADARET GRANT & CO INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
OSWEGO HEALTHNY · 150532220-002 | LPL FINANCIAL | $68M |
CITIZEN ADVOCATES, INC.NY · 141577715-002 | BENEFIT PLANS ADMIN SERVICES, INC. | $29M |
NORTHERN OSWEGO COUNTY HEALTH SERVICES, INC.NY · 237036393-001 | WILSHIRE ASSOCIATES INCORPORATED | $15M |
UNITED HELPERS MANAGEMENT COMPANY, INC.NY · 222428919-003 | TRANSAMERICA RETIREMENT SOLUTIONS | $9M |
RELIANCE PARTNERS, LLCTN · 264244586-001 | ASCENSUS LLC | $7M |
WEB RUNNERS, INC. DBA W3R CONSULTINGMI · 383269301-001 | (new plan) | $6M |
BUFFALO ENGINE COMPONENTS, INC.NY · 161330679-001 | (new plan) | $5M |
PLUM MARKET CORPORATION, INC.MI · 204043517-001 | ADP BROKER-DEALER | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $6,485 | 4y | 1 |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-333 | $997M | 9,840 | $42,492 | 3y | 2 |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $13,234 | 2y | 2 |
BUFFALO MEDICAL GROUP P.C.NY · 161000580-002 | $218M | 1,284 | $10,000 | 10y | - |
UNITED WHOLESALE MORTGAGE, LLCMI · 382750395-001 | $195M | 10,467 | $157,334 | 4y | 1 |
STARK TECH OPERATING COMPANY LLCNY · 873375381-001 | $73M | 721 | $83,476 | 3y | 1 |
SOUTHERN CHAMPION TRAY, L PTN · 620452437-001 | $55M | 1,242 | $13,260 | 3y | 1 |
ROME MEMORIAL HOSPITAL, INC.NY · 161471634-001 | $48M | 1,096 | $93,956 | 10y | 2 |
COMPUNNEL SOFTWARE GROUP INCNJ · 582137105-001 | $45M | 3,534 | $92,647 | 2y | 1 |
BCTGM ATLANTIC PROFIT SHARING PLANPA · 232972313-001 | $44M | 2,775 | $85,426 | 10y | - |
Flag exposure
93.3%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 (46)
Raw Schedule C names collapsed into CADARET GRANT & CO INC.
- CADARET , GRANT & CO, INC.
- CADARET , GRANT AND COMPANY
- CADARET GRANR & CO.
- CADARET GRANT
- CADARET GRANT & CO
- CADARET GRANT & CO INC
- CADARET GRANT & CO INC.
- CADARET GRANT & CO, INC
- CADARET GRANT & CO, INC.
- CADARET GRANT & CO.
- CADARET GRANT & CO. INC
- CADARET GRANT & CO. INC.
- CADARET GRANT & CO., INC
- CADARET GRANT & CO., INC.
- CADARET GRANT & COMPANY
- CADARET GRANT & COMPANY INC
- CADARET GRANT & COMPANY INC.
- CADARET GRANT & COMPANY, INC.
- CADARET GRANT AGENCY
- CADARET GRANT AGENCY INC
- CADARET GRANT AGENCY INC 16-1305463
- CADARET GRANT AGENCY INC.
- CADARET GRANT AND CO INC
- CADARET GRANT AND CO. INC.
- CADARET GRANT AND CO., INC.
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 CADARET GRANT & CO INC'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 | 6 | 13.33% | 26.94% | -13.61 pp |
| Late contributions | 8 | 17.78% | 1.71% | +16.06 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 14 | 31.11% | 1.76% | +29.35 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 CADARET GRANT & CO INC. 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).