COOK STREET CONSULTING
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served95+4 YoYRank #202 of mapped providers
Assets under administration$42.7B0.1%Market share · rank #346
Fees received$4MMedian $36,260/planSum across Schedule C direct + indirect
Net wins YoY+519 won · 14 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 COOK STREET CONSULTING plan look like?
Service mix · median fees per plan
Count of plans where COOK STREET CONSULTING ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Consulting (general)Code 16 | 40 | $45,510 | |
Investment advisory (plan); Investment management fees paid directly by plan; Direct payment from the planCode 27 | 26 | $20,576 | |
Investment management; Direct payment from the planCode 28 | 9 | $36,579 | |
Investment advisory (plan); Investment advisory (participants); Direct payment from the plan; Contract AdministratorCode 13 | 5 | $22,250 | |
Investment advisory (plan); Consulting (pension)Code 17 | 4 | $48,470 | |
Consulting (pension); Accounting (including auditing); ActuarialCode 10 | 3 | $1,967 | |
Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 3 | $27,966 | |
Other feesCode 99 | 2 | $20,563 |
Competitor overlap
Percent of COOK STREET CONSULTING'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 COOK STREET CONSULTING.
| Sponsor | From | Assets |
|---|---|---|
S&P GLOBAL, INC.NY · 131026995-002 | (new plan) | $5.7B |
RADY CHILDREN'S HOSPITAL- SAN DIEGOCA · 951691313-003 | MEKETA INVESTMENT GROUP | $820M |
TOTALENERGIES FINANCE USA, INCTX · 233060301-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $788M |
JANUS CAPITAL GROUP INC.CO · 431804048-003 | ALVAREZ & MARSAL TAXAND, LLC | $545M |
SHANNON MEDICAL CENTERTX · 752559845-001 | MILLIMAN, INC. | $461M |
RADY CHILDRENS HOSPITAL AND HEALTH CENTERCA · 951691313-001 | MAYER HOFFMAN MCCANN P.C. | $451M |
CWGS GROUP, LLCIL · 463759013-001 | CHARLES SCHWAB & CO., INC. | $342M |
WHATABURGER RESTAURANTS LLCTX · 301199687-001 | FORVIS, LLP | $262M |
HOCKADAY SCHOOL INC.TX · 750800650-002 | MILLIMAN, INC. | $96M |
HALDOR TOPSOE, INC.TX · 131943844-002 | MILLIMAN, INC. | $87M |
Plans lost in 2024
Appeared last year under COOK STREET CONSULTING; not this year.
| Sponsor | To | Assets |
|---|---|---|
WEATHERFORD INTERNATIONAL, LLCTX · 042515019-002 | T ROWE PRICE RPS INC | $522M |
SOUTHWESTERN ENERGY COMPANYTX · 710205415-003 | REGIONS BANK | $208M |
VORYS, SATER, SEYMOUR AND PEASE LLPOH · 314333125-005 | MORGAN STANLEY SMITH BARNEY | $44M |
EMPLOYERS COUNCILCO · 840172643-001 | MILLIMAN, INC. | $41M |
PUREWEST RESOURCES, INC.CO · 830320643-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $39M |
NATIONAL OILWELL VARCO, L.P.TX · 760488987-002 | (new plan) | $198,463 |
QUANEX BUILDING PRODUCTS CORPORATIONTX · 261561397-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $42,702 |
MIDSTATE ORTHOPAEDIC & SPORTS MEDICINE CENTER, INC.LA · 721310991-002 | (new plan) | $46 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
S&P GLOBAL, INC.NY · 131026995-002 | $5.7B | 20,240 | $85,050 | 1y | - |
HITACHI AMERICA, LTD.NY · 131896069-002 | $3.6B | 25,702 | $42,147 | 9y | 2 |
WHOLE FOODS MARKET, INC.TX · 741989366-002 | $2.4B | 117,275 | $97,288 | 10y | 2 |
MILLIMANWA · 910675641-001 | $2.1B | 5,360 | $125,325 | 10y | 1 |
WESCO DISTRIBUTION, INC.PA · 251723345-001 | $1.9B | 16,991 | $71,250 | 3y | 1 |
NOV INC.TX · 760475815-001 | $1.6B | 15,909 | $127,487 | 4y | - |
DISH NETWORK CORPORATIONCO · 880336997-001 | $1.6B | 17,683 | $57,005 | 10y | 1 |
ARROW ELECTRONICS, INC.CO · 111806155-006 | $1.5B | 8,025 | $94,944 | 8y | 1 |
UNISYS CORPORATIONPA · 380387840-004 | $1.3B | 8,695 | $159,400 | 8y | - |
ALVAREZ & MARSAL HOLDINGS, LLCNY · 562409465-001 | $1.1B | 5,937 | $44,993 | 6y | - |
Flag exposure
83.2%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 (26)
Raw Schedule C names collapsed into COOK STREET CONSULTING.
- COOK & BIELER LP
- COOK & BIELER, L.P.
- COOK AND BIELER LP
- COOK MARTIN & POULSON, PC
- COOK MARTIN POULSON
- COOK MARTIN POULSON, PC
- COOK PARKER AND ASSOCIATES LLC
- COOK ST
- COOK ST CONSULTING
- COOK ST. CONSULTING
- COOK STREET
- COOK STREET CONSULTANT, INC.
- COOK STREET CONSULTANTS
- COOK STREET CONSULTANTS, INC.
- COOK STREET CONSULTI
- COOK STREET CONSULTING
- COOK STREET CONSULTING I
- COOK STREET CONSULTING INC
- COOK STREET CONSULTING INC.
- COOK STREET CONSULTING,
- COOK STREET CONSULTING, INC
- COOK STREET CONSULTING, INC.
- COOK STREET CONSULTING,INC.
- COOK STREET CONSULTINGS INC
- COOK STREET ONSULTING 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 COOK STREET CONSULTING'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 | 3 | 3.16% | 7.76% | -4.60 pp |
| Fidelity bond gap | 1 | 1.05% | 26.94% | -25.89 pp |
| Late contributions | 16 | 16.84% | 1.71% | +15.13 pp |
| Failed to provide benefit | 9 | 9.47% | 0.14% | +9.33 pp |
| Corrective distributions | 34 | 35.79% | 1.76% | +34.03 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 COOK STREET CONSULTING. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).