COHN REZNICK LLP
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23-10 YoYRank #613 of mapped providers
Assets under administration$1.5B0.0%Market share · rank #2763
Fees received$756,662Median $25,000/planSum across Schedule C direct + indirect
Net wins YoY-811 won · 19 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 COHN REZNICK LLP plan look like?
Service mix · median fees per plan
Count of plans where COHN REZNICK LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 20 | $23,315 | |
Other services; Other feesCode 49 | 2 | $26,230 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $26,250 |
Competitor overlap
Percent of COHN REZNICK 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 COHN REZNICK LLP.
| Sponsor | From | Assets |
|---|---|---|
LAW SCHOOL ADMISSION COUNCILPA · 132998164-100 | COHNREZNICK LLP | $156M |
MERCY HOUSING, INC.CO · 470646706-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $96M |
HARKINS BUILDERS, INC.MD · 521010362-002 | ASSET STRATEGY CONSULTANTS | $62M |
PHIPPS HOUSESNY · 111187480-001 | EAGLE CAPITAL MANAGEMENT, LLC | $53M |
LANDON SCHOOL CORPORATIONMD · 520635092-001 | PRINCIPAL LIFE INSURANCE COMPANY | $49M |
GOODWIN UNIVERSITY, INC.CT · 061627882-001 | WOODBURY FINANCIAL SERVICES | $31M |
EHARMONY, INC.CA · 954775325-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $20M |
QDOBA RESTAURANT CORPORATIONCA · 841480725-001 | PROCYON INSTITUTIONAL PARTNERS LLC | $16M |
HACKETTSTOWN IMAGING SERVICES, LLCNJ · 205972964-334 | TRANSAMERICA RETIREMENT SOLUTIONS | $12M |
AUTOMOTIVE WHOLESALERS ASSOCIATION OF NEW ENGLAND, INC. DBA NARFANH · 042279821-002 | MESIROW FINANCIAL INVESTMENT MANAGE | $0 |
Plans lost in 2024
Appeared last year under COHN REZNICK LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | AMERICAN FUNDS | $14.3B |
TRANSUNION INTERMEDIATE HOLDINGS, INC.IL · 743135689-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $1.3B |
UMASS MEMORIAL HEALTH CARE, INC.MA · 043358566-005 | CAMBRIDGE INVESTMENT RESEARCH | $992M |
LEGRAND HOLDING, INC.CT · 980065554-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $668M |
THE QUIKRETE COMPANIESGA · 311683563-001 | COHNREZNICK LLP | $545M |
THE SEGAL GROUP, INC.NY · 060839113-001 | COHNREZNICK LLP | $445M |
HOVNANIAN ENTERPRISES, INC.NJ · 221851059-001 | COHNREZNICK LLP | $379M |
SPRINGFIELD COLLEGEMA · 042104329-001 | COHNREZNICK LLP | $233M |
LAKESHORE LEARNING MATERIALS, LLCCA · 941525814-001 | CLIFTONLARSONALLEN LLP | $163M |
US ELECTRICAL SERVICES, INC.CT · 060864003-001 | COHNREZNICK LLP | $142M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN SYSTEMS CORPORATIONVA · 540962497-003 | $339M | 3,386 | $21,630 | 7y | - |
SBA COMMUNICATIONS CORPORATIONFL · 650911445-002 | $145M | 1,341 | $33,075 | 2y | 1 |
BOSTON PARTNERS GLOBAL INVESTORS, INC.MA · 980202744-004 | $144M | 280 | $14,700 | 7y | - |
SGS NORTH AMERICA INC.NJ · 133041390-007 | $141M | 2,357 | $26,250 | 6y | - |
ACHIEVEMENT FIRST, INC.CT · 651203744-001 | $99M | 2,714 | $57,750 | 6y | - |
MERCY HOUSING, INC.CO · 470646706-002 | $96M | 2,389 | $16,800 | 1y | - |
RICHLINE GROUP, INC.NY · 260232774-001 | $89M | 1,899 | $36,750 | 4y | 1 |
THE WIREMOLD COMPANYCT · 060593670-001 | $77M | 1,022 | $49,416 | 4y | - |
HARKINS BUILDERS, INC.MD · 521010362-002 | $62M | 429 | $39,000 | 3y | 1 |
PHIPPS HOUSESNY · 111187480-001 | $53M | 307 | $29,750 | 2y | - |
Flag exposure
82.6%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 (19)
Raw Schedule C names collapsed into COHN REZNICK LLP.
- COHN & RESZNICK
- COHN & REZNICK
- COHN RENZNICK LLP
- COHN RESNICK
- COHN RESNICK LLP
- COHN RESNICK, LLP
- COHN REZNICK
- COHN REZNICK ADVISORY ASSURANCE
- COHN REZNICK LLP
- COHN REZNICK, LLC
- COHN REZNICK, LLP
- COHN REZNIICK LLP
- COHN REZNIK LLP
- COHN WEISS & SIMONS LLP
- COHN, DAVID
- COHN, REZNICK LLP
- J. H. COHN, LLP
- J.H. COHN LLP
- J.H. COHN, 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 COHN REZNICK 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 | 2 | 8.70% | 7.76% | +0.93 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 26.09% | 1.71% | +24.37 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 17.39% | 1.76% | +15.63 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 COHN REZNICK 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