CARY KANE LLP
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-1 YoYRank #770 of mapped providers
Assets under administration$3.0B0.0%Market share · rank #2546
Fees received$804,799Median $36,986/planSum across Schedule C direct + indirect
Net wins YoY-11 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 CARY KANE LLP plan look like?
Service mix · median fees per plan
Count of plans where CARY KANE 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 | 15 | $30,740 | |
Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 4 | $37,372 |
Competitor overlap
Percent of CARY KANE 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 CARY KANE LLP.
| Sponsor | From | Assets |
|---|---|---|
DAVIS REEDER HALL, DVM PLCVA · 540956680-002 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under CARY KANE LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUNDNY · 116172155-001 | SAVASTA AND COMPANY, INC. | $568M |
ASI ACQUISITION LLC D/B/A ACOUSTICAL SHEETMETAL CO.VA · 833041028-001 | CARY STREET PARTNERS INVESTMENT | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERSNY · 135660090-001 | $974M | 7,674 | $141,320 | 10y | - |
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | $664M | 3,554 | $102,896 | 10y | - |
BOARD OF TRUSTEES OF UNITED TEAMSTER PENSION FUND ANY · 135660513-002 | $343M | 6,859 | $23,600 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 816 LABOR AND MANAGEMENT PENSION TRUST FUNDNY · 131869789-001 | $153M | 1,409 | $52,500 | 8y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 802 ANNUITY FUNDNY · 270970217-001 | $143M | 779 | $17,606 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 522 PENSION FUNDNY · 116171611-001 | $123M | 2,458 | $19,848 | 10y | 1 |
BOARD OF TRUSTEES OF NEWSPAPER AND MAIL DELIVERERS' PUBLISHERS' PENSIONY · 136122251-001 | $118M | 2,314 | $55,233 | 4y | - |
BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUNDNY · 116170655-001 | $111M | 1,574 | $43,745 | 10y | - |
BOARD OF TRUSTEES BAKERY DRIVERS LOCAL 802 PENSION FUNDNY · 516112573-001 | $79M | 1,524 | $23,810 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 111 PENSION FUNDNY · 111955247-001 | $74M | 1,621 | $62,700 | 10y | - |
Flag exposure
94.7%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 (9)
Raw Schedule C names collapsed into CARY KANE LLP.
- CARY J. BOERS
- CARY KANE
- CARY KANE L.P
- CARY KANE LLP
- CARY KANE PLLC
- CARY KANE, LLP
- CARY KANE, PLLC
- CARY ST PARTNERS INVESTMENT ADVISOR
- CARY STREET PARTNER
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 CARY KANE 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 | 2 | 10.53% | 26.94% | -16.41 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 | 2 | 10.53% | 1.76% | +8.77 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 CARY KANE 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
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).