COHNREZNICK LLP
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served131Rank #161 of mapped providers
Assets under administration$83.5B0.1%Market share · rank #175
Fees received$4MMedian $24,675/planSum across Schedule C direct + indirect
Net wins YoY-237 won · 39 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 COHNREZNICK LLP plan look like?
Service mix · median fees per plan
Count of plans where COHNREZNICK LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 117 | $26,250 | |
Other feesCode 99 | 7 | $22,050 | |
Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Consulting feesCode 15 | 4 | $14,438 | |
Other services; Other feesCode 49 | 2 | $13,125 | |
Consulting (general)Code 16 | 1 | $0 |
Competitor overlap
Percent of COHNREZNICK 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 COHNREZNICK LLP.
| Sponsor | From | Assets |
|---|---|---|
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | MAYER HOFFMAN MCCANN P.C. | $11.7B |
LEGRAND HOLDING, INC.CT · 980065554-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $722M |
EXTENSIS GROUP, LLCNJ · 861064991-333 | TRANSAMERICA RETIREMENT SOLUTIONS | $682M |
THE QUIKRETE COMPANIES, LLCGA · 311683563-001 | MORNINGSTAR | $622M |
THE SEGAL GROUP, INC.NY · 060839113-001 | COHN REZNICK LLP | $471M |
HOVNANIAN ENTERPRISES, INC.NJ · 221851059-001 | COHN REZNICK LLP | $439M |
SPRINGFIELD COLLEGEMA · 042104329-001 | COHN REZNICK LLP | $246M |
AUDIOLOGY BENEFITS SERVICE, LLCNJ · 222580521-002 | PRINCIPAL LIFE INSURANCE COMPANY | $216M |
ENTERPRISE COMMUNITY PARTNERS INCMD · 521231931-333 | PRINCIPAL LIFE INSURANCE COMPANY | $215M |
LEE ENTERPRISES, INC.IA · 420823980-003 | METROPOLITAN WEST ASSET MANAGEMENT | $182M |
Plans lost in 2024
Appeared last year under COHNREZNICK LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BARCLAYS SERVICES CORPORATIONNY · 133714398-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3.1B |
RALPH LAUREN CORPORATIONNJ · 132622036-001 | 401(K) ADVISORS INC | $759M |
WESTERN NEW ENGLAND UNIVERSITYMA · 042108376-001 | CBIZ RETIREMENT PLAN SERVICES | $267M |
GEORGETOWN UNIVERSITYDC · 530196603-210 | WILLIS TOWERS WATSON US LLC | $184M |
LAW SCHOOL ADMISSION COUNCILPA · 132998164-100 | COHN REZNICK LLP | $137M |
AMERICAN SOCIETY OF CLINICAL ONCOLOGYVA · 136180380-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $111M |
UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL, INCMA · 042103555-003 | FID INV INST OPS CO | $111M |
MUSCULAR DYSTROPHY ASSOCIATION, INC.IL · 131665552-001 | MORGAN STANLEY SMITH BARNEY | $81M |
ASSA ABLOY INC.CT · 930925319-004 | AON CONSULTING | $77M |
SARGENT MANUFACTURING COMPANY ASSA ABLOY, INC.CT · 251515164-022 | AON CONSULTING | $70M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $127,750 | 10y | - |
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | $11.7B | 152,118 | $53,000 | 2y | 1 |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $30,175 | 10y | 1 |
LINDE INC.CT · 061249050-334 | $2.9B | 16,219 | $42,525 | 5y | 1 |
THE TURNER CORPORATIONNY · 133209884-002 | $2.8B | 10,507 | $44,032 | 3y | 2 |
GARTNER, INC.CT · 043099750-002 | $2.7B | 15,449 | $0 | 6y | 2 |
GEORGETOWN UNIVERSITYDC · 530196603-211 | $2.5B | 13,202 | $32,210 | 9y | - |
LINDE INC.CT · 061249050-335 | $2.1B | 17,786 | $57,430 | 3y | - |
BROADRIDGE FINANCIAL SOLUTIONS, INC.NJ · 331151291-001 | $1.9B | 8,840 | $38,850 | 7y | 3 |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001 | $1.8B | 40,486 | $45,455 | 10y | - |
Flag exposure
82.4%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 (5)
Raw Schedule C names collapsed into COHNREZNICK LLP.
- COHNREZNICK
- COHNREZNICK LLP
- COHNREZNICK, LLC
- COHNREZNICK, LLP
- COHNREZNICK,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 COHNREZNICK 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 | 4 | 3.05% | 7.76% | -4.71 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 26 | 19.85% | 1.71% | +18.13 pp |
| Failed to provide benefit | 8 | 6.11% | 0.14% | +5.97 pp |
| Corrective distributions | 38 | 29.01% | 1.76% | +27.25 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 COHNREZNICK LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).