DONALD TAYLOR
27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #1884 of mapped providers
Assets under administration$22.4B0.0%Market share · rank #587
Fees received$1MMedian $171,686/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 DONALD TAYLOR plan look like?
Service mix · median fees per plan
Count of plans where DONALD TAYLOR ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Employee (plan)Code 30 | 3 | $150,100 | |
Investment management; Investment advisory (plan)Code 27 | 1 | $266,894 | |
Investment management; Investment management fees paid indirectly by plan; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Soft dollars commissionsCode 28 | 1 | $580,105 |
Competitor overlap
Percent of DONALD TAYLOR'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 DONALD TAYLOR.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DONALD TAYLOR; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | WEAVER AND TIDWELL, LLP | $1.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $580,105 | 8y | - |
PACE INDUSTRY UNION-MANAGEMENT PENSION FUNDTN · 116166763-001 | $2.8B | 60,684 | $171,686 | 10y | - |
CARILION CLINICVA · 541190771-001 | $1.5B | 17,227 | $266,894 | 2y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 PENSION FUNDMA · 046013863-001 | $1.3B | 7,096 | $38,976 | 5y | - |
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUNDNY · 131849172-001 | $673M | 25,884 | $150,100 | 6y | - |
Flag exposure
60.0%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 (27)
Raw Schedule C names collapsed into DONALD TAYLOR.
- DONALD B FRANKLIN
- DONALD B FRANKLIN INC
- DONALD BENNETT
- DONALD E FUERST
- DONALD F BRAZEROL III,
- DONALD F.BRAZEROL JR.
- DONALD G SCHAPER
- DONALD G. MCCALLION, JR.
- DONALD G. SCHAPER
- DONALD GUGLIELMUCCI
- DONALD MCCALLION
- DONALD NGAI
- DONALD R CHRISTY
- DONALD R. BAYS, CPA
- DONALD SMITH
- DONALD SMITH & CO
- DONALD SMITH & CO INC.
- DONALD SMITH & CO, INC.
- DONALD SMITH & CO.
- DONALD SMITH & CO. INC.
- DONALD SMITH & CO., INC
- DONALD SMITH & CO., INC.
- DONALD SMITH & COMPANY
- DONALD SMITH AND CO, INC
- DONALD SMITH AND CO. 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 DONALD TAYLOR'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 | 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 DONALD TAYLOR. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent