COOPER SAVAS LLC
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+6 YoYRank #1068 of mapped providers
Assets under administration$233M0.0%Market share · rank #3274
Fees received$125,943Median $9,375/planSum across Schedule C direct + indirect
Net wins YoY+79 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 COOPER SAVAS LLC plan look like?
Service mix · median fees per plan
Count of plans where COOPER SAVAS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Direct payment from the planCode 10 | 7 | $8,750 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Consulting (pension); Consulting feesCode 15 | 3 | $9,750 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $9,000 | |
Other feesCode 99 | 1 | $16,534 |
Competitor overlap
Percent of COOPER SAVAS LLC'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 COOPER SAVAS LLC.
| Sponsor | From | Assets |
|---|---|---|
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | BENESYS, INC. | $1.6B |
IFIT INC.UT · 870531206-001 | SOLTIS INVESTMENT ADVISORS | $77M |
DIVERSICARE HEALTHCARE SERVICES, LLCTN · 621559667-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $35M |
REALMANAGE, LLCTX · 200753666-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $30M |
RS7 HOLDINGS, LLCPA · 465565003-001 | MORNINGSTAR | $7M |
SUNNYSIDE COMMUNITY SERVICES, INC.NY · 112515996-001 | PRINCIPAL LIFE INSURANCE COMPANY | $6M |
JAMES MCKOANE ENTERPRISES DBA CLAWSON HONDACA · 952269551-001 | SLWA LLC | $5M |
CENTERCARE CDPAS, LLCNY · 820715821-001 | ADP BROKER-DEALER | $658,710 |
ADVANCED HOME CARE, LLCNY · 273220553-001 | ADP BROKER-DEALER | $619,167 |
Plans lost in 2024
Appeared last year under COOPER SAVAS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CATALYST MEDICAL GROUP, PLLCID · 474006939-001 | MORNINGSTAR | $41M |
HANWHA VISION AMERICA, INC.NJ · 223015117-001 | SBHU LIFE AGENCY INC | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
IFIT INC.UT · 870531206-001 | $77M | 1,094 | $16,800 | 1y | - |
PRECIPART CORPORATIONNY · 112501170-001 | $35M | 338 | $8,500 | 5y | - |
DIVERSICARE HEALTHCARE SERVICES, LLCTN · 621559667-001 | $35M | 6,618 | $5,000 | 1y | 2 |
REALMANAGE, LLCTX · 200753666-001 | $30M | 3,029 | $23,069 | 1y | 3 |
TECHFLOW MISSION SUPPORT, LLC DBA EMI SERVICESID · 460976793-001 | $23M | 437 | $394 | 4y | 1 |
NORMS RESTAURANTS, LLCCA · 951959935-001 | $14M | 1,401 | $8,396 | 6y | 1 |
RS7 HOLDINGS, LLCPA · 465565003-001 | $7M | 601 | $16,534 | 5y | 1 |
SUNNYSIDE COMMUNITY SERVICES, INC.NY · 112515996-001 | $6M | 281 | $9,000 | 4y | - |
JAMES MCKOANE ENTERPRISES DBA CLAWSON HONDACA · 952269551-001 | $5M | 283 | $8,750 | 1y | 2 |
CENTERCARE CDPAS, LLCNY · 820715821-001 | $658,710 | 417 | $9,750 | 1y | 1 |
Flag exposure
91.7%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 (13)
Raw Schedule C names collapsed into COOPER SAVAS LLC.
- COOPER LEVENSON
- COOPER NORMAN CPA'S & BUISNESS ADVI
- COOPER SAVAS
- COOPER SAVAS , LLC
- COOPER SAVAS LLC
- COOPER SAVAS, LLC
- COOPER WILLAMS LLC
- COOPER WILLIAMS
- COOPER WILLIAMS LLC
- COOPER WILLIAMS, LLC
- COOPER, TRAVI & COMPANY, PLC
- COOPERSAVAS, LLC
- D. COOPER
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 COOPER SAVAS LLC'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 | 1 | 8.33% | 7.76% | +0.57 pp |
| Fidelity bond gap | 2 | 16.67% | 26.94% | -10.27 pp |
| Late contributions | 6 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 1 | 8.33% | 0.14% | +8.19 pp |
| Corrective distributions | 5 | 41.67% | 1.76% | +39.91 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 COOPER SAVAS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent