DEPRINCE, RACE & ZOLLO
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11Rank #1273 of mapped providers
Assets under administration$46.0B0.0%Market share · rank #377
Fees received$5MMedian $324,679/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 DEPRINCE, RACE & ZOLLO plan look like?
Service mix · median fees per plan
Count of plans where DEPRINCE, RACE & ZOLLO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 10 | $321,078 | |
Investment management fees paid directly by planCode 51 | 1 | $472,854 |
Competitor overlap
Percent of DEPRINCE, RACE & ZOLLO'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 DEPRINCE, RACE & ZOLLO.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DEPRINCE, RACE & ZOLLO; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | HIG GROWTH & BUYOUTS EQUITY FD III | $15.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $317,476 | 10y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $764,534 | 10y | 1 |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $2M | 10y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $472,854 | 1y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $405,173 | 10y | - |
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | $1.3B | 8,704 | $364,161 | 10y | - |
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | $559M | 4,062 | $65,798 | 10y | - |
BOARD OF TRUSTEES OF ROOFERS PENSION FUNDIL · 366485998-001 | $530M | 4,154 | $324,679 | 10y | - |
BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLANMN · 416046858-001 | $388M | 3,302 | $156,710 | 9y | - |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | $319M | 2,214 | $60,350 | 2y | - |
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 (13)
Raw Schedule C names collapsed into DEPRINCE, RACE & ZOLLO.
- DEPRINCE RACE & ZOLLO
- DEPRINCE RACE & ZOLLO INC
- DEPRINCE RACE & ZOLLO INC.
- DEPRINCE RACE & ZOLLO, INC.
- DEPRINCE RACE AND ZOLLO
- DEPRINCE, RACE & ZOLLO
- DEPRINCE, RACE & ZOLLO INC
- DEPRINCE, RACE & ZOLLO, INC
- DEPRINCE, RACE & ZOLLO, INC.
- DEPRINCE, RACE AND ZOLLO
- DEPRINCE, RACE AND ZOLLO, INC.
- DEPRINCE, RACE, & ZOLLO
- DEPRINCE, RACE, & ZOLLO, 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 DEPRINCE, RACE & ZOLLO'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 | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 1 | 9.09% | 0.00% | +9.09 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with DEPRINCE, RACE & ZOLLO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent