DAVIS WRIGHT TREMAINE
34 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-6 YoYRank #704 of mapped providers
Assets under administration$15.7B0.0%Market share · rank #834
Fees received$1MMedian $23,704/planSum across Schedule C direct + indirect
Net wins YoY-65 won · 11 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 DAVIS WRIGHT TREMAINE plan look like?
Service mix · median fees per plan
Count of plans where DAVIS WRIGHT TREMAINE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 18 | $25,865 | |
Valuation (appraisals, etc.); Direct payment from the plan; Participant communication; Contract AdministratorCode 13 | 2 | $35,909 | |
Accounting (including auditing)Code 10 | 1 | $11,600 | |
Other feesCode 99 | 1 | $6,193 |
Competitor overlap
Percent of DAVIS WRIGHT TREMAINE'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 DAVIS WRIGHT TREMAINE.
| Sponsor | From | Assets |
|---|---|---|
PROLIANCE SURGEONS, INC., P.S.WA · 911606533-001 | HARLOW BLACKBURN JANITORIAL SERVIC | $517M |
BROOKDALE HOSPITAL MEDICAL CENTERNY · 111631746-004 | TRANSAMERICA RETIREMENT SOLUTIONS | $374M |
WILSON SPORTING GOODS CO.IL · 222379300-001 | BMO HARRIS BANK NA | $125M |
TRYKO PARTNERS, LLCNJ · 270587208-001 | UNITED PLANNERS FINANCIAL SERVICES | $51M |
Plans lost in 2024
Appeared last year under DAVIS WRIGHT TREMAINE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENTWA · 916029051-001 | NORTHWEST CARPENTERS TRUST | $3.3B |
FLUOR CORPORATIONTX · 330927079-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $3.3B |
F5, INC.WA · 911714307-001 | STRATEGIC ADVISORS, INC. | $907M |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUALWA · 911160641-002 | GROOM LAW GROUP | $676M |
PATHWA · 911157127-004 | DELOITTE & TOUCHE LLP | $273M |
MANAGEMENT & TRAINING CORPORATIONUT · 870365322-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $178M |
LAKESIDE SCHOOLWA · 910564971-001 | RBC WEALTH MANAGEMENT | $95M |
CASCADE DRILLING LP, AND ITS SUBSIDIARIESWA · 270642404-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $43M |
BFS, INC.HI · 990181311-001 | GLOBAL RETIREMENT PARTNERS LLC | $30M |
TRS STAFFING SOLUTIONS, INC.TX · 570785147-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $26M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WPP GROUP USA, INC.NY · 204031493-001 | $4.7B | 41,591 | $131,193 | 10y | 2 |
OMNICOM GROUP INC.NY · 131514814-004 | $4.5B | 42,833 | $292,560 | 10y | 1 |
HANFORD PENSION AND SAVINGS PLANS COMMITTEEWA · 900501441-002 | $1.3B | 5,900 | $121,199 | 10y | 1 |
HANFORD PENSION & SAVINGS PLANS COMMITTEEWA · 900501441-003 | $1.2B | 7,714 | $243,380 | 10y | - |
HANFORD PENSION AND SAVINGS PLANS COMMITTEEWA · 900501441-004 | $710M | 4,260 | $81,104 | 10y | 1 |
MOSS ADAMS LLPWA · 910189318-090 | $634M | 6,020 | $66,694 | 6y | 1 |
PROLIANCE SURGEONS, INC., P.S.WA · 911606533-001 | $517M | 3,067 | $1,420 | 1y | - |
MOSS ADAMS LLPWA · 910189318-095 | $481M | 491 | $66,694 | 8y | 1 |
PREMIUM BRANDS SERVICES LLCNJ · 300641353-002 | $383M | 14,283 | $50,652 | 5y | 1 |
BROOKDALE HOSPITAL MEDICAL CENTERNY · 111631746-004 | $374M | 7,653 | $137,081 | 1y | 1 |
Flag exposure
81.8%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 (34)
Raw Schedule C names collapsed into DAVIS WRIGHT TREMAINE.
- D.L. DAVIS & COMPANY
- DAVID WRIGHT TREMAINE LLP
- DAVIS & ASSOCIATES CPA FIRM
- DAVIS & GILBERT
- DAVIS & GILBERT LLC
- DAVIS & GILBERT LLP
- DAVIS & GILBERT, LLP
- DAVIS AND GILBERT
- DAVIS AND GILBERT LLP
- DAVIS BACON PENISON PLANS, INC
- DAVIS CONSTRUCTION ASPHALT PAVING
- DAVIS CORE EQUITIES
- DAVIS COWELL
- DAVIS COWELL & BOWE
- DAVIS COWELL & BOWE LLP
- DAVIS FUND
- DAVIS GLOBAL ADVISORS
- DAVIS GRAHAM
- DAVIS GROUP PA
- DAVIS JOSEY KEATING 7 RANES LLC
- DAVIS WRIGHT TERMAINE LLP
- DAVIS WRIGHT TREMAINE
- DAVIS WRIGHT TREMAINE LLP
- DAVIS WRIGHT TREMAINE, LLP
- DAVIS, COWELL & BOWE
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 DAVIS WRIGHT TREMAINE'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 | 4.55% | 7.76% | -3.22 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 7 | 31.82% | 1.71% | +30.10 pp |
| Failed to provide benefit | 1 | 4.55% | 0.14% | +4.41 pp |
| Corrective distributions | 5 | 22.73% | 1.76% | +20.97 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 DAVIS WRIGHT TREMAINE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent