D. F. DENT & COMPANY, INC.
25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1201 of mapped providers
Assets under administration$84.1B0.1%Market share · rank #196
Fees received$3MMedian $125,429/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 D. F. DENT & COMPANY, INC. plan look like?
Service mix · median fees per plan
Count of plans where D. F. DENT & COMPANY, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Investment management; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 9 | $125,429 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $84,633 |
Competitor overlap
Percent of D. F. DENT & COMPANY, INC.'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 D. F. DENT & COMPANY, INC..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under D. F. DENT & COMPANY, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BATON ROUGE ORTHOPAEDIC CLINIC, LLCLA · 721460193-001 | ASSETMARK RETIREMENT SERVICES, INC. | $71M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $2M | 6y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $604,455 | 4y | 1 |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | $1.3B | 27,316 | $122,387 | 7y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $94,607 | 4y | - |
MUNSON HEALTHCAREMI · 382640544-002 | $371M | 2,623 | $125,429 | 6y | - |
BRONSON HEALTHCARE GROUP, INC.MI · 382418383-004 | $318M | 4,230 | $143,961 | 6y | - |
PLUMBERS & STEAMFITTERS LOCAL 150 PENSION FUNDTN · 586116699-001 | $166M | 1,274 | $14,089 | 7y | - |
PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUNDTN · 626101288-001 | $153M | 1,831 | $12,333 | 5y | - |
BOARD OF TRUSTEES OF KANSAS CITY CEMENT MASONS PENSION FUNDMO · 436098247-001 | $105M | 1,434 | $154,037 | 6y | - |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $143,480 | 10y | 1 |
Flag exposure
90.9%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 (25)
Raw Schedule C names collapsed into D. F. DENT & COMPANY, INC..
- D F DENT & COMPANY
- D. F. DENT & CO.
- D. F. DENT & CO., INC.
- D. F. DENT & COMPANY
- D. F. DENT & COMPANY, INC.
- D.F. DENT & CO.
- D.F. DENT & COMPANY
- D.F. DENT & COMPANY INC.
- D.F. DENT & COMPANY, INC
- D.F. DENT & COMPANY, INC.
- D.F. DENT AND COMPANY, INC
- D.F. DENT AND COMPANY, INC.
- D.F.DENT & COMPANY
- DENT
- DENT ASSET MANAGEMENT
- DF DENT
- DF DENT & CO
- DF DENT & CO INC
- DF DENT & CO.
- DF DENT & CO., INC.
- DF DENT & COMPANY
- DF DENT & COMPANY, INC.
- DF DENT AND COMPANY
- DF DENT AND COMPANY INC
- DF DENT AND COMPANY, 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 D. F. DENT & COMPANY, INC.'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 | 3 | 27.27% | 1.76% | +25.51 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 D. F. DENT & COMPANY, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent