COX, CASTLE & NICHOLSON
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+2 YoYRank #2251 of mapped providers
Assets under administration$5.6B0.0%Market share · rank #1744
Fees received$601,447Median $28,908/planSum across Schedule C direct + indirect
Net wins YoY+22 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 COX, CASTLE & NICHOLSON plan look like?
Service mix · median fees per plan
Count of plans where COX, CASTLE & NICHOLSON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Contract AdministratorCode 13 | 2 | $22,352 | |
Legal; Direct payment from the planCode 29 | 2 | $271,808 | |
Direct payment from the plan; Employee (plan sponsor)Code 35 | 1 | $13,129 |
Competitor overlap
Percent of COX, CASTLE & NICHOLSON'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 COX, CASTLE & NICHOLSON.
| Sponsor | From | Assets |
|---|---|---|
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLANOK · 736145795-001 | EPIC RETIREMENT PLAN SERVICES | $52M |
JOINT BOARD OF TRUSTEES - SHEET METAL LOCAL 124OK · 736145795-002 | DIMICK, HYDE, & LEWIS, PC | $35M |
Plans lost in 2024
Appeared last year under COX, CASTLE & NICHOLSON; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | $3.7B | 42,443 | $195,090 | 10y | - |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $348,525 | 2y | - |
BOARD OF TRUSTEES IBEW LOCAL UNION NO. 99 RETIREMENT PLANCT · 056049538-001 | $110M | 1,595 | $13,129 | 3y | - |
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLANOK · 736145795-001 | $57M | 751 | $15,795 | 2y | - |
JOINT BOARD OF TRUSTEES - SHEET METAL LOCAL 124OK · 736145795-002 | $38M | 456 | $28,908 | 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 (8)
Raw Schedule C names collapsed into COX, CASTLE & NICHOLSON.
- COX CAPITAL INVESTMENT
- COX COMMUNICATIONS - TULSA
- COX GESTAO DE RECURSOS LTDA
- COX HOLSTED & DIMICK PLC
- COX HOLSTED & DIMICK PLLC
- COX, CASTLE & NICHOLSON
- COX, CASTLE & NICHOLSON LLP
- S. COX
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 COX, CASTLE & NICHOLSON'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 | 0 | 0.00% | 1.76% | -1.76 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 COX, CASTLE & NICHOLSON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent