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DUCENTA SQUARED ASSET MANAGEMENT

3 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3-2 YoYRank #2630 of mapped providers
Assets under administration$13.2B0.0%Market share · rank #996
Fees received$2MMedian $245,589/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 DUCENTA SQUARED ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where DUCENTA SQUARED ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment management; Investment management fees paid directly by planCode 28
2$195,199
Investment management fees paid directly by planCode 51
1$1,354,101
Competitor overlap
Percent of DUCENTA SQUARED ASSET MANAGEMENT'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 DUCENTA SQUARED ASSET MANAGEMENT.
SponsorFromAssets
Plans lost in 2024
Appeared last year under DUCENTA SQUARED ASSET MANAGEMENT; not this year.
SponsorToAssets
COVIA HOLDINGS CORPORATIONOH · 132656671-003
AON CONSULTING$59M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001
$10.8B25,317$1M6y-
PIPELINE INDUSTRY PENSION FUNDOK · 736146433-001
$1.7B7,849$245,5894y-
BOARD OF TRUSTEES, PENSION FUND OF LOCAL NO. ONE OF I.A.T.S.E.NY · 136414973-001
$665M4,315$144,8085y-
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 (3)
Raw Schedule C names collapsed into DUCENTA SQUARED ASSET MANAGEMENT.
  • DUCENTA SQUARED
  • DUCENTA SQUARED ASSET MANAGEMENT
  • DUCENTA SQUARED ASSET MGMNT, LLC
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 DUCENTA SQUARED ASSET MANAGEMENT's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with DUCENTA SQUARED ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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