CURCIO WEBB
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served61+12 YoYRank #313 of mapped providers
Assets under administration$151.0B0.2%Market share · rank #87
Fees received$4MMedian $33,218/planSum across Schedule C direct + indirect
Net wins YoY+1330 won · 17 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 CURCIO WEBB plan look like?
Service mix · median fees per plan
Count of plans where CURCIO WEBB ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (plan); Consulting (general); Consulting feesCode 16 | 30 | $31,609 | |
Investment advisory (plan); Direct payment from the planCode 27 | 15 | $20,500 | |
Investment management; Direct payment from the planCode 28 | 6 | $54,251 | |
Other services; Direct payment from the planCode 49 | 3 | $15,137 | |
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $37,347 | |
Consulting feesCode 70 | 2 | $129,831 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $464,570 | |
Consulting fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $60,207 |
Competitor overlap
Percent of CURCIO WEBB'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 CURCIO WEBB.
| Sponsor | From | Assets |
|---|---|---|
ELI LILLY AND COMPANYIN · 350470950-001 | ALIGHT SOLUTIONS LLC | $11.8B |
KIMBERLY-CLARK CORPORATIONWI · 390394230-016 | STRATEGIC ADVISORS, INC. | $5.0B |
CINTAS CORPORATIONOH · 311188630-006 | MERCER | $4.1B |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002 | ALSTON & BIRD LLP | $4.0B |
COMPASS GROUP USA, INC.NC · 561874931-007 | SMITH & DOWNEY | $2.5B |
THE HEARST CORPORATIONNC · 130433120-048 | ALIGHT SOLUTIONS LLC | $2.4B |
ARCHER DANIELS MIDLAND COMPANYIL · 410129150-029 | AON CONSULTING | $2.3B |
BATTELLE ENERGY ALLIANCE, LLCID · 680588324-002 | BLACKROCK | $2.1B |
KEURIG DR PEPPER INC.TX · 980517725-010 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.9B |
SYENSQO USA LLCNJ · 223539954-010 | MERRILL LYNCH PIERCE FENNER & SMITH | $1.7B |
Plans lost in 2024
Appeared last year under CURCIO WEBB; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-333 | AON CONSULTING | $12.0B |
PARAMOUNT GLOBALNY · 042949533-002 | FINANCIAL ENGINES | $6.1B |
CBRE SERVICES, INC.TX · 521616016-001 | GOLDMAN SACHS | $3.7B |
SAFEWAY INC.CA · 943019135-001 | CONDUENT HR CONSULTING, LLC | $1.2B |
LEVI STRAUSS & COCA · 940905160-100 | FIDELITY INVESTMENTS INSTITUTIONAL | $624M |
BROWN & ROOT INDUSTRIAL SERVICES, LLCLA · 473996049-013 | THE VANGUARD GROUP, INC. | $287M |
SHAWS SUPERMARKETS INCID · 041123420-002 | CONDUENT HR CONSULTING, LLC | $223M |
VOLVO GROUP NORTH AMERICA, LLCNC · 582431188-014 | GREAT-WEST LIFE & ANNUITY INSURANCE | $130M |
OCEAN BANKFL · 592237280-001 | T ROWE PRICE RPS INC | $95M |
KLX ENERGY SERVICES HOLDINGS, INCTX · 472661164-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $84M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENERAL ELECTRIC COMPANY, OPERATING AS GE AEROSPACEOH · 140689340-333 | $19.0B | 118,868 | $16,800 | 8y | - |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-001 | $12.9B | 81,332 | $6,978 | 3y | - |
ELI LILLY AND COMPANYIN · 350470950-001 | $11.8B | 49,943 | $6,951 | 1y | - |
TRAVELERS COMPANIES, INC.MN · 410518860-002 | $10.4B | 42,215 | $52,500 | 10y | 1 |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $8,334 | 4y | - |
INTERNATIONAL PAPER COMPANYTN · 130872805-001 | $8.2B | 84,174 | $365,196 | 10y | - |
AON CORPORATIONGA · 363051915-020 | $6.7B | 24,731 | $176,723 | 2y | - |
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | $5.9B | 30,211 | $16,910 | 2y | - |
INTERNATIONAL PAPER COMPANYTN · 130872805-007 | $5.0B | 20,176 | $2,439 | 5y | 1 |
KIMBERLY-CLARK CORPORATIONWI · 390394230-016 | $5.0B | 17,038 | $33,218 | 4y | - |
Flag exposure
88.5%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 (9)
Raw Schedule C names collapsed into CURCIO WEBB.
- CURCIO WEB
- CURCIO WEBB
- CURCIO WEBB LLC
- CURCIO WEBB, L.L.C.
- CURCIO WEBB, LLC
- CURCIO WEBB, LLC.
- CURCIO-WEBB
- CURICO WEBB
- CURICO WEBB LLC
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 CURCIO WEBB'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 | 1.64% | 7.76% | -6.12 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 8.20% | 1.71% | +6.48 pp |
| Failed to provide benefit | 3 | 4.92% | 0.14% | +4.78 pp |
| Corrective distributions | 19 | 31.15% | 1.76% | +29.39 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 CURCIO WEBB. 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).