DANIEL H. COOK ASSOCIATES, INC
39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22+3 YoYRank #748 of mapped providers
Assets under administration$24.9B0.0%Market share · rank #580
Fees received$2MMedian $42,006/planSum across Schedule C direct + indirect
Net wins YoY+13 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 DANIEL H. COOK ASSOCIATES, INC plan look like?
Service mix · median fees per plan
Count of plans where DANIEL H. COOK ASSOCIATES, INC 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 | 8 | $39,512 | |
Plan Administrator; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 4 | $107,370 | |
Employee (plan); Direct payment from the planCode 30 | 4 | $121,069 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 2 | $83,453 | |
Claims processing; Direct payment from the planCode 12 | 1 | $42,012 | |
Trustee (individual)Code 20 | 1 | $6,167 | |
Other services; Direct payment from the planCode 49 | 1 | $279,143 | |
Investment management fees paid directly by planCode 51 | 1 | $28,592 |
Competitor overlap
Percent of DANIEL H. COOK ASSOCIATES, 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 DANIEL H. COOK ASSOCIATES, INC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | FIRST PACIFIC ADVISORS, LLC | $5.9B |
BOARD OF TRUSTEES SHEET METAL WORKERS' LOCAL NO. 40 PENSION FUNDNY · 066157817-001 | ZENITH AMERICAN SOLUTIONS | $57M |
SSOBA DEFINED CONTRIBUTION RETIREMENT FUNDNY · 260584149-001 | GETTRY MARCUS CPA, P.C. | $17M |
Plans lost in 2024
Appeared last year under DANIEL H. COOK ASSOCIATES, INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
FIRSTLIGHT FIBER, INC.NY · 010656735-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $68M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $369,970 | 5y | - |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $197,458 | 8y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $279,143 | 1y | - |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $6,167 | 2y | - |
BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLANNJ · 136212879-001 | $1.0B | 21,312 | $7,148 | 8y | - |
TRUSTEES OF THE MEMBERS RETIREMENT PLANIL · 362164320-001 | $699M | 31,309 | $44,680 | 1y | 1 |
TMT BAC LOCAL UNION #7NY · 386829765-001 | $214M | 3,116 | $258,811 | 10y | - |
BOARD OF TRUSTEES TILE LAYERS UNION LOCAL NO. 52 NY PENSION FUNDNY · 135635004-001 | $165M | 1,823 | $172,739 | 10y | - |
BOARD OF TRUSTEES OF MARBLENY · 132967109-075 | $99M | 864 | $58,953 | 10y | - |
BOARD OF TRUSTEES OF MARBLENY · 132967109-074 | $88M | 573 | $40,023 | 10y | - |
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 (39)
Raw Schedule C names collapsed into DANIEL H. COOK ASSOCIATES, INC.
- DANIEL A MONTE - SAGE TREE WEALTH
- DANIEL B. STEPHENS & ASSOCIATES
- DANIEL BILONIC
- DANIEL CLARK
- DANIEL COOK ASSOCIATES
- DANIEL COOK ASSOCIATES, INC.
- DANIEL DAFOE
- DANIEL DERMODY
- DANIEL DRABINSKI
- DANIEL FARBERMAN
- DANIEL G MCCARTHY
- DANIEL GOLDBERG
- DANIEL GRANADON
- DANIEL GREENE
- DANIEL H COOK ASSOCIATES
- DANIEL H. COOK & ASSOCIATES
- DANIEL H. COOK ASSOCIATES
- DANIEL H. COOK ASSOCIATES INC
- DANIEL H. COOK ASSOCIATES INC.
- DANIEL H. COOK ASSOCIATES, INC
- DANIEL H. COOK ASSOCIATES, INC.
- DANIEL HOLDT
- DANIEL KOLAR
- DANIEL LASKY
- DANIEL MCCARTHY JR.
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 DANIEL H. COOK ASSOCIATES, 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 | 2 | 9.09% | 1.71% | +7.38 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 DANIEL H. COOK ASSOCIATES, 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
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).