COLEMAN & WILLIAMS, LTD.
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+3 YoYRank #1550 of mapped providers
Assets under administration$2.0B0.0%Market share · rank #3089
Fees received$127,957Median $17,719/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 COLEMAN & WILLIAMS, LTD. plan look like?
Service mix · median fees per plan
Count of plans where COLEMAN & WILLIAMS, LTD. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 6 | $17,719 | |
Other servicesCode 49 | 2 | $14,475 |
Competitor overlap
Percent of COLEMAN & WILLIAMS, LTD.'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 COLEMAN & WILLIAMS, LTD..
| Sponsor | From | Assets |
|---|---|---|
MARQUETTE UNIVERSITYWI · 390806251-001 | TIAA | $926M |
ATC MANAGEMENT INCWI · 391999363-001 | AON CONSULTING | $206M |
ATC MANAGEMENT INCWI · 391999363-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $84M |
Plans lost in 2024
Appeared last year under COLEMAN & WILLIAMS, LTD.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MARQUETTE UNIVERSITYWI · 390806251-001 | $926M | 5,316 | $18,500 | 2y | - |
INTERSTATE POWER AND LIGHT COMPANYWI · 420331370-001 | $266M | 1,454 | $17,438 | 10y | - |
WISCONSIN POWER & LIGHT COMPANYWI · 390714890-002 | $248M | 1,531 | $13,785 | 10y | - |
ALLIANT ENERGY CORPORATE SERVICES INCWI · 391914946-001 | $226M | 2,156 | $13,785 | 10y | - |
ATC MANAGEMENT INCWI · 391999363-001 | $206M | 715 | $18,000 | 1y | - |
ATC MANAGEMENT INCWI · 391999363-002 | $84M | 757 | $18,000 | 1y | - |
NITTOBO AMERICA, INC.CA · 954033568-002 | $17M | 185 | $10,449 | 5y | 1 |
REUNION INDUSTRIES, INC.WI · 061439715-063 | $1M | 34 | $18,000 | 2y | - |
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 (4)
Raw Schedule C names collapsed into COLEMAN & WILLIAMS, LTD..
- COLEMAN & WILLIAMS
- COLEMAN & WILLIAMS LTD
- COLEMAN & WILLIAMS, LTD.
- COLEMAN, DONALD F.
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 COLEMAN & WILLIAMS, LTD.'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 | 0 | 0.00% | 26.94% | -26.94 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 | 1 | 12.50% | 1.76% | +10.74 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 COLEMAN & WILLIAMS, LTD.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent