CROWE LLP
32 known aliases resolved via the canonical alias map
Market position · 2024
Plans served255+6 YoYRank #98 of mapped providers
Assets under administration$188.0B0.2%Market share · rank #80
Fees received$8MMedian $25,607/planSum across Schedule C direct + indirect
Net wins YoY+760 won · 53 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 CROWE LLP plan look like?
Service mix · median fees per plan
Count of plans where CROWE LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 228 | $25,640 | |
Direct payment from the plan; Consulting fees; Consulting (general)Code 16 | 9 | $28,875 | |
Other feesCode 99 | 7 | $14,293 | |
LegalCode 29 | 3 | $19,950 | |
Other services; Other feesCode 49 | 2 | $26,880 | |
Actuarial; Other feesCode 11 | 1 | $24,486 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Plan AdministratorCode 14 | 1 | $60,067 | |
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $29,750 |
Competitor overlap
Percent of CROWE 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 CROWE LLP.
| Sponsor | From | Assets |
|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $8.3B |
THE ALLSTATE CORPORATIONTX · 363871531-001 | DELOITTE & TOUCHE LLP | $7.6B |
INTEL CORPORATIONCA · 941672743-001 | FID INV INST OPS CO | $7.3B |
THE ALLSTATE CORPORATIONTX · 363871531-002 | AON CONSULTING | $4.2B |
NEXSTAR MEDIA GROUP, INC.TX · 233083125-001 | STRATEGIC ADVISORS, INC. | $2.0B |
WEC ENERGY GROUP, INC.WI · 391391525-031 | BAKER TILLY US, LLP | $2.0B |
CONNECT HOLDING II LLC D/B/A BRIGHTSPEEDNC · 873811759-200 | WESTERN ASSET MANAGEMENT COMPANY | $1.7B |
WEC ENERGY GROUP, INC.WI · 391391525-049 | BAKER TILLY US, LLP | $1.7B |
BAXTER INTERNATIONAL INC.IL · 360781620-003 | (new plan) | $1.3B |
O'MELVENY & MYERS LLPCA · 951066597-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $879M |
Plans lost in 2024
Appeared last year under CROWE LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BATTELLE MEMORIAL INSTITUTEOH · 314379427-003 | BATTELLE MEMORIAL INSTITUTE | $2.7B |
ZEBRA TECHNOLOGIES CORPORATIONIL · 362675536-002 | CHARLES SCHWAB & CO., INC. | $1.0B |
UGI UTILITIES, INC.PA · 231174060-001 | WIPFLI LLP | $514M |
ZAYO GROUP HOLDINGS, INC.CO · 261398293-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $317M |
BROADSTREET PARTNERS, INC.OH · 310982037-001 | CSH GROUP, INC. | $296M |
TEXAS MUTUAL INSURANCE COMPANYTX · 742615873-002 | WEAVER AND TIDWELL, LLP | $291M |
RUSH COPLEY MEDICAL CENTERIL · 362170840-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $286M |
ANTHOLOGY INC.FL · 650518155-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $244M |
RETAIL SERVICES WIS CORPORATIONTX · 821186785-001 | THE VANGUARD GROUP, INC. | $241M |
PRESS GANEY ASSOCIATES LLCIN · 351646289-001 | THE VANGUARD GROUP, INC. | $205M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $18,883 | 8y | 2 |
ADP TOTALSOURCE GROUP, INC.FL · 592452823-001 | $9.2B | 335,802 | $106,605 | 9y | 1 |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $212,000 | 1y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $18,869 | 8y | 1 |
THE ALLSTATE CORPORATIONTX · 363871531-001 | $7.6B | 61,370 | $38,850 | 1y | 1 |
INTEL CORPORATIONCA · 941672743-001 | $7.3B | 29,222 | $35,250 | 1y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $40,000 | 2y | - |
MOTOROLA SOLUTIONS, INC.IL · 361115800-001 | $6.5B | 22,877 | $47,000 | 10y | 1 |
NEXTERA ENERGY, INC.FL · 592449419-002 | $5.5B | 22,082 | $88,835 | 10y | 1 |
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $189,830 | 10y | - |
Flag exposure
82.7%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 (32)
Raw Schedule C names collapsed into CROWE LLP.
- CROWE
- CROWE & DUNLEVY
- CROWE AND HARWATH
- CROWE CHIZEK
- CROWE CHIZEK COMPANY LLP
- CROWE CHIZEK LLP
- CROWE HORTWATH LLP
- CROWE HORVATH LLP
- CROWE HORWARTH
- CROWE HORWARTH LLP
- CROWE HORWARTH, LLP
- CROWE HORWAT LLP
- CROWE HORWATCH
- CROWE HORWATCH, LLP
- CROWE HORWATH
- CROWE HORWATH LL
- CROWE HORWATH LLC
- CROWE HORWATH LLP
- CROWE HORWATH, LLC
- CROWE HORWATH, LLC.
- CROWE HORWATH, LLP
- CROWE HOWARTH LLC
- CROWE INV
- CROWE LLC
- CROWE 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 CROWE 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 | 2 | 0.78% | 7.76% | -6.98 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 40 | 15.69% | 1.71% | +13.97 pp |
| Failed to provide benefit | 22 | 8.63% | 0.14% | +8.49 pp |
| Corrective distributions | 65 | 25.49% | 1.76% | +23.73 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 CROWE LLP. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 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).