KELLEY DRYE & WARREN LLP
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+3 YoYRank #1430 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3202
Fees received$306,146Median $21,324/planSum across Schedule C direct + indirect
Net wins YoY+34 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 KELLEY DRYE & WARREN LLP plan look like?
Service mix · median fees per plan
Count of plans where KELLEY DRYE & WARREN LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 8 | $24,175 | |
Consulting feesCode 70 | 1 | $7,387 |
Competitor overlap
Percent of KELLEY DRYE & WARREN LLP'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 KELLEY DRYE & WARREN LLP.
| Sponsor | From | Assets |
|---|---|---|
GRAFTECH INTERNATIONAL HOLDINGS INC.OH · 061249029-002 | THE VANGUARD GROUP, INC. | $145M |
GRAFTECH INTERNATIONAL HOLDINGS INCOH · 061249029-001 | AON CONSULTING | $76M |
WYCKOFF HEIGHTS MEDICAL CENTERNY · 111631837-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $34M |
BOWFLEX INC.WA · 943002667-001 | SAGEPOINT FINANCIAL INC | $22M |
Plans lost in 2024
Appeared last year under KELLEY DRYE & WARREN LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
MAIMONIDES MEDICAL CENTERNY · 111635081-001 | ALLIANCE PENSION CONSULTANTS, LLC | $913M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ALBEMARLE CORPORATIONNC · 541692118-002 | $961M | 3,783 | $7,387 | 4y | - |
THE BROOKLYN HOSPITAL CENTERNY · 111630755-002 | $275M | 4,887 | $21,324 | 4y | - |
PHIBRO ANIMAL HEALTH CORPORATIONNJ · 131840497-002 | $176M | 1,192 | $27,025 | 4y | 1 |
MAIMONIDES MEDICAL CENTERNY · 111635081-005 | $155M | 1,785 | $18,242 | 10y | - |
GRAFTECH INTERNATIONAL HOLDINGS INC.OH · 061249029-002 | $145M | 692 | $5,925 | 1y | - |
GRAFTECH INTERNATIONAL HOLDINGS INCOH · 061249029-001 | $76M | 1,362 | $31,869 | 1y | - |
WYCKOFF HEIGHTS MEDICAL CENTERNY · 111631837-001 | $34M | 1,389 | $7,114 | 3y | 1 |
PHIBRO ANIMAL HEALTH CORPORATIONNJ · 131840497-001 | $31M | 313 | $91,351 | 10y | - |
BOWFLEX INC.WA · 943002667-001 | $22M | 265 | $95,909 | 1y | - |
Flag exposure
88.9%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 (6)
Raw Schedule C names collapsed into KELLEY DRYE & WARREN LLP.
- KELLEY DRYE
- KELLEY DRYE & WARREN
- KELLEY DRYE & WARREN LLP
- KELLEY DRYE & WARREN, LLP
- KELLY DRYE & WARREN LLP
- KELLY DRYE & WARREN, LLP
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 KELLEY DRYE & WARREN LLP'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 | 1 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 11.11% | 1.76% | +9.35 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 KELLEY DRYE & WARREN LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent