DOUGLAS & CO DBA GREAT WESTERN BANK
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-4 YoYRank #2733 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #2977
Fees received$73,164Median $5,065/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 DOUGLAS & CO DBA GREAT WESTERN BANK plan look like?
Service mix · median fees per plan
Count of plans where DOUGLAS & CO DBA GREAT WESTERN BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid indirectly by plan; Consulting (general); Investment advisory (plan)Code 16 | 1 | $0 | |
Direct payment from the plan; Trustee (individual)Code 20 | 1 | $8,191 | |
Investment management; Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $1,938 | |
Investment advisory (plan)Code 27 | 1 | $63,035 |
Competitor overlap
Percent of DOUGLAS & CO DBA GREAT WESTERN BANK'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 DOUGLAS & CO DBA GREAT WESTERN BANK.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | WESTERN ASSET MANAGEMENT COMPANY | $2.1B |
Plans lost in 2024
Appeared last year under DOUGLAS & CO DBA GREAT WESTERN BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
COMMUNITY HEALTH NETWORK, INC.IN · 350983617-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $161M |
HEIMES CORP.NE · 880402767-001 | FIRST INTERSTATE WEALTH MANAGEMENT | $7M |
T.M.C., INC.NE · 470741821-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $7M |
THE PARLOUR INC.CO · 841117723-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $8,191 | 1y | - |
ALVIN H. BUTZ, INC.PA · 231613786-002 | $53M | 122 | $63,035 | 9y | - |
B & B THEATRES OPERATING COMPANY, INC.MO · 431870501-001 | $8M | 331 | $0 | 3y | 1 |
DEVELOPMENTAL PRESCHOOL AND DAY CARE CENTERWY · 830316838-001 | $3M | 141 | $1,938 | 6y | 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 (22)
Raw Schedule C names collapsed into DOUGLAS & CO DBA GREAT WESTERN BANK.
- DOUGLAS & CO
- DOUGLAS & CO DBA GREAT
- DOUGLAS & CO DBA GREAT WESTERN BANK
- DOUGLAS A. DIDOMINICA
- DOUGLAS B ARNELL
- DOUGLAS CONFORD (TRUSTEE)
- DOUGLAS D KUHLERS CPA PC
- DOUGLAS D KUHLERS CPA, P.C.
- DOUGLAS D KUHLERS CPA, PC
- DOUGLAS D. KUHLERS CPA, P.C.
- DOUGLAS JOHNSON
- DOUGLAS M. SMITH & COMPANY
- DOUGLAS MCKINNEY
- DOUGLAS MOTORS CORP
- DOUGLAS R PEETE
- DOUGLAS R. PEETE & ASSOCIATES
- DOUGLAS SUPPORT SERVICES, INC
- DOUGLAS SUPPORT SERVICES, LLC
- DOUGLAS TANSY
- DOUGLAS WEBB
- DOUGLAS WILSON AND COMPANY PC
- THE DOUGLAS GROUP
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 DOUGLAS & CO DBA GREAT WESTERN BANK'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 | 50.00% | 1.71% | +48.29 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 DOUGLAS & CO DBA GREAT WESTERN BANK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent