CARDAY ASSOCIATES
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+3 YoYRank #1720 of mapped providers
Assets under administration$27.7B0.0%Market share · rank #522
Fees received$550,579Median $35,561/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 CARDAY ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where CARDAY ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Contract AdministratorCode 13 | 6 | $56,889 | |
Plan Administrator; Direct payment from the planCode 14 | 1 | $24,720 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $158,934 | |
Recordkeeping fees; Direct payment from the planCode 50 | 1 | $29,003 |
Competitor overlap
Percent of CARDAY ASSOCIATES'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 CARDAY ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
BD TEES ASBESTOS WRKS L 24 PEN FDMD · 526117923-002 | PRUDENTIAL RETIREMENT INSURANCE AND | $26M |
LABORERS DISTRICT COUNCIL DEFINED CONTRIBUTION RETIREMENT PLANMD · 520749130-002 | DLA PIPER | $4M |
Plans lost in 2024
Appeared last year under CARDAY ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | BENESYS, INC. | $137M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $158,934 | 10y | - |
BD TTEES ASBESTOS WRKS L 24 PEN FDMD · 526117923-001 | $108M | 1,054 | $117,117 | 8y | - |
BOARD OF TRUSTEES, STONE & MARBLE MASONS PENSION FUNDMD · 526117940-001 | $74M | 493 | $79,830 | 5y | - |
THE BOARD OF TRUSTEES OF THE FOOD & BEVERAGE WORKERS UNION 23 & EMP. PAZ · 521806724-001 | $50M | 6,379 | $7,578 | 10y | - |
BD TTEES ASBESTOS WRKS L 24 PEN FDMD · 526117923-002 | $28M | 1,935 | $29,003 | 8y | - |
BOARD OF TRUSTEES, WASHINGTON DC CEMENT MASONS' PENSION TRUST FUNDMD · 526134655-001 | $26M | 737 | $78,216 | 10y | - |
LABORERS DISTRICT COUNCIL DEFINED CONTRIBUTION RETIREMENT PLANMD · 520749130-002 | $4M | 4,767 | $35,561 | 6y | - |
BOARD OF TRUSTEES, STONE & MARBLE MASONS OF METRO WASH D.C. ANNUITY FUMD · 526117940-002 | $974,343 | 340 | $24,720 | 2y | 1 |
OPERATIVE PLASTERERS LU NO. 96 PENSIONMD · 526148611-001 | $798,859 | 219 | $19,620 | 9y | - |
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 (6)
Raw Schedule C names collapsed into CARDAY ASSOCIATES.
- CARDAY ASSOCIATES
- CARDAY ASSOCIATES INC
- CARDAY ASSOCIATES INC (BENESYS)
- CARDAY ASSOCIATES INC.
- CARDAY ASSOCIATES, INC
- CARDAY ASSOCIATES, 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 CARDAY ASSOCIATES'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 | 1 | 11.11% | 26.94% | -15.83 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 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 CARDAY ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent