GRASSI & CO
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+4 YoYRank #883 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2385
Fees received$519,849Median $21,297/planSum across Schedule C direct + indirect
Net wins YoY+45 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 GRASSI & CO plan look like?
Service mix · median fees per plan
Count of plans where GRASSI & CO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Accounting (including auditing); Other feesCode 10 | 13 | $20,293 | |
Other feesCode 99 | 2 | $25,147 | |
Direct payment from the plan; Consulting fees; Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $25,687 |
Competitor overlap
Percent of GRASSI & CO'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 GRASSI & CO.
| Sponsor | From | Assets |
|---|---|---|
T.Y. LIN INTERNATIONAL GROUP, LTDCA · 943277448-004 | MORGAN STANLEY SMITH BARNEY | $444M |
CULLEN & DYKMAN, LLPNY · 110658700-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $89M |
CULLEN & DYKMAN, LLPNY · 110658700-004 | CHARLES SCHWAB & CO., INC. | $43M |
PRIMEENERGY CORPORATIONTX · 840637348-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $26M |
IMAGINE ELC HOLDINGS, LNC.NY · 823583612-003 | EMPIRE VALUATION | $4M |
Plans lost in 2024
Appeared last year under GRASSI & CO; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUNDNY · 237299279-001 | $1.2B | 4,715 | $12,336 | 10y | - |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 PENSION FUNDNY · 516102576-001 | $729M | 4,795 | $8,609 | 10y | - |
T.Y. LIN INTERNATIONAL GROUP, LTDCA · 943277448-004 | $444M | 3,129 | $32,655 | 1y | 2 |
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLANNY · 133523453-001 | $259M | 5,146 | $142,069 | 10y | - |
REGIONAL CANCER CARE ASSOCIATES LLCNJ · 223141761-001 | $126M | 817 | $17,675 | 3y | - |
HUNTER ROBERTS CONSTRUCTION GROUP, LLCNY · 202303474-001 | $119M | 498 | $15,814 | 4y | - |
CULLEN & DYKMAN, LLPNY · 110658700-003 | $89M | 263 | $43,376 | 1y | - |
RALLYE MOTORS, LLCNY · 113566414-003 | $66M | 822 | $17,262 | 5y | - |
LERA CONSULTING STRUCTURAL ENGINEERS, R.L.L.P.NY · 133147972-004 | $51M | 127 | $22,301 | 3y | - |
UNITED STATES INFORMATION SYSTEMS, INC.NY · 133479936-001 | $47M | 703 | $25,687 | 8y | - |
Flag exposure
87.5%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 (23)
Raw Schedule C names collapsed into GRASSI & CO.
- GRASSI & CO
- GRASSI & CO CPA'S
- GRASSI & CO CPA'S PC
- GRASSI & CO CPAS PC
- GRASSI & CO.
- GRASSI & CO. CPAS, P.C.
- GRASSI & CO., CPA'S P.C.
- GRASSI & CO., CPA'S PC
- GRASSI & CO., CPA'S, P.C.
- GRASSI & CO., CPAS
- GRASSI & CO., CPAS P.C.
- GRASSI & CO., CPAS, P.C
- GRASSI & CO., CPAS, P.C.
- GRASSI & COMPANY
- GRASSI & COMPANY CPA
- GRASSI &CO. CPAS
- GRASSI ADVISOR & ACCOUNTANTS
- GRASSI ADVISORS & ACCOUNTANTS
- GRASSI AND CO
- GRASSI AND CO CPA'S PC
- GRASSI AND CO CPAS
- GRASSI AND CO GPAS PC
- GRASSI AND CO, CPAS, PC
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 GRASSI & CO'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 | 1 | 6.25% | 26.94% | -20.69 pp |
| Late contributions | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 12.50% | 1.76% | +10.74 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 GRASSI & CO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).