DECARLO & SHANLEY
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+1 YoYRank #1460 of mapped providers
Assets under administration$23.6B0.0%Market share · rank #793
Fees received$2MMedian $39,667/planSum across Schedule C direct + indirect
Net wins YoY+01 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 DECARLO & SHANLEY plan look like?
Service mix · median fees per plan
Count of plans where DECARLO & SHANLEY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 10 | $39,667 |
Competitor overlap
Percent of DECARLO & SHANLEY'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 DECARLO & SHANLEY.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBERCA · 956035266-001 | WEDGE CAPITAL MANAGEMENT | $205M |
Plans lost in 2024
Appeared last year under DECARLO & SHANLEY; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, OPEIU LOCALS 30 & 537CA · 956072309-001 | RAEL & LETSON | $133M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $1M | 10y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $5,267 | 1y | - |
BOARD OF TRUSTEES, SOUTHWEST CARPENTERS ANNUITY FUNDCA · 880135694-002 | $1.1B | 93,934 | $117,122 | 4y | - |
UNITED BROTHERHOOD OF CARPENTERS PENSION FUNDNV · 526075035-002 | $1.1B | 4,562 | $103,599 | 10y | - |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLACA · 911160641-002 | $708M | 21,456 | $18,400 | 2y | 1 |
HAWAII CARPENTERS FINANCIAL SECURITY FUNDHI · 990264272-003 | $662M | 7,254 | $26,147 | 10y | - |
HAWAII CARPENTERS 401(K) FUNDHI · 550822045-004 | $258M | 7,421 | $33,864 | 10y | 1 |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA LUMBERCA · 956035266-001 | $205M | 5,715 | $8,139 | 4y | - |
UNITED BROTHERHOOD OF CARPENTERS LABOR-MGMT PF TRUSTEECA · 516091982-001 | $0 | 0 | $45,761 | 11y | 1 |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS RETIREMENT PLANCA · 916029051-001 | $0 | 0 | $45,470 | 3y | 1 |
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 (14)
Raw Schedule C names collapsed into DECARLO & SHANLEY.
- DECARLO & CONNOR
- DECARLO & SHANLEY
- DECARLO AND SHANLEY
- DECARLO CONNOR AND SHANLEY
- DECARLO SHANLEY APC
- DECARLO, CONNER, SHANLEY
- DECARLO,SHANLEY
- SHANLEY A PROFESSIONAL CORP
- SHANLEY A PROFESSIONAL CORP.
- SHANLEY A PROFESSIONAL CORPORATION
- SHANLEY APC
- SHANLEY, A PROFESSIONAL CORP
- SHANLEY, A PROFESSIONAL CORPORATION
- SHANLEY, APC
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 DECARLO & SHANLEY'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 | 20.00% | 7.76% | +12.24 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 20.00% | 1.71% | +18.29 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 DECARLO & SHANLEY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent