KUTAK ROCK LLP
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-5 YoYRank #948 of mapped providers
Assets under administration$11.8B0.0%Market share · rank #922
Fees received$490,927Median $31,063/planSum across Schedule C direct + indirect
Net wins YoY-23 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 KUTAK ROCK LLP plan look like?
Service mix · median fees per plan
Count of plans where KUTAK ROCK LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; LegalCode 29 | 11 | $26,811 | |
Accounting (including auditing); Legal; Direct payment from the planCode 10 | 1 | $79,748 |
Competitor overlap
Percent of KUTAK ROCK 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 KUTAK ROCK LLP.
| Sponsor | From | Assets |
|---|---|---|
SOUTHWESTERN UNIVERSITYTX · 741233796-001 | CHERRY BEKAERT LLP | $117M |
IOWA IRONWORKERS HEAVY HIGHWAY DEFINED BENEFIT PENSION PLANIA · 421165917-001 | CEDAR RAPIDS BANK & TRUST | $62M |
BOARD OF TRUSTEES OF PAINTERS LOCAL NO. 109 PENSION TRUSTNE · 476062771-001 | DA DAVIDSON & CO | $18M |
Plans lost in 2024
Appeared last year under KUTAK ROCK LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SANMINA CORPORATIONCA · 770228183-001 | INNOVEST PORTFOLIO SOLUTIONS LLC | $538M |
BOARD OF TRUSTEES OF DAKOTAS AREAWIDE IBEW-NECA SAVINGS AND RETIREMENTND · 450348980-002 | ALLEN BATES TECHNOLOGIES | $521M |
TRUSTEES OF SOUTH CENTRAL MINNESOTA ELEC WORKERS RETIREMENT AND 401(K)MN · 411390063-002 | SHUMAKER, LOOP & KENDRICK, LLP | $266M |
BAKERS' LOCAL NO 433 PENSION PLANSD · 420653453-001 | (new plan) | $146M |
TRUSTEES OF NORTHERN MN-WI AREA RETAIL CLERKS PENSION FUNDMN · 416055635-001 | REINHART BOERNER VAN DEUREN S.C. | $131M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HDR, INC.NE · 470663756-007 | $7.7B | 16,282 | $79,748 | 9y | 1 |
UNIVERSITY OF DENVERCO · 840404231-001 | $909M | 9,905 | $35,314 | 6y | - |
UNIVERSITY OF THE PACIFICCA · 941156266-001 | $839M | 4,808 | $46,796 | 2y | - |
ARCBEST CORPORATIONAR · 710673405-002 | $778M | 6,154 | $35,618 | 2y | - |
MANPOWERGROUP INC.WI · 391672779-008 | $686M | 22,637 | $124,076 | 10y | 3 |
IOWA FARM BUREAU FEDERATION AND AFFILIATED COMPANIESIA · 420331840-004 | $498M | 2,934 | $26,811 | 8y | - |
SOUTHWESTERN UNIVERSITYTX · 741233796-001 | $117M | 1,067 | $22,124 | 1y | - |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 PENSION PLANNE · 476045942-001 | $96M | 863 | $94,473 | 10y | - |
IOWA IRONWORKERS HEAVY HIGHWAY DEFINED BENEFIT PENSION PLANIA · 421165917-001 | $62M | 544 | $5,041 | 1y | - |
BOARD OF TRUSTEES PLUMBERS LOCAL UNION NO. 16 DEFINED CONTRIBUTION PLANE · 470822012-002 | $39M | 659 | $11,408 | 10y | 1 |
Flag exposure
75.0%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 (5)
Raw Schedule C names collapsed into KUTAK ROCK LLP.
- KUTACK ROCK LLP
- KUTAK ROCK
- KUTAK ROCK LLP
- KUTAK ROCK LLP,
- KUTAK ROCK, 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 KUTAK ROCK 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 | 2 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 1 | 8.33% | 0.14% | +8.19 pp |
| Corrective distributions | 2 | 16.67% | 1.76% | +14.91 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 KUTAK ROCK 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