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LOWENSTEIN SANDLER LLP

6 known aliases resolved via the canonical alias map

Market position · 2024

Plans served2-7 YoYRank #5237 of mapped providers
Assets under administration$2.1B0.0%Market share · rank #3037
Fees received$31,977Median $15,989/planSum across Schedule C direct + indirect
Net wins YoY-70 won · 7 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 LOWENSTEIN SANDLER LLP plan look like?
Service mix · median fees per plan
Count of plans where LOWENSTEIN SANDLER LLP ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Legal; Direct payment from the planCode 29
2$15,989
Competitor overlap
Percent of LOWENSTEIN SANDLER 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 LOWENSTEIN SANDLER LLP.
SponsorFromAssets
Plans lost in 2024
Appeared last year under LOWENSTEIN SANDLER LLP; not this year.
SponsorToAssets
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002
AMERICAN FUNDS$14.3B
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001
LIMBACH FACILITY SERVICES LLC$4.7B
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001
PRUDENTIAL RETIREMENT INSURANCE AND$3.1B
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001
PARAMETRIC PORTFOLIO ASSOCIATES LLC$1.8B
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUNDNY · 133177000-001
GOLDMAN SACHS$477M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001
$1.1B3,382$5,6053y-
CHURCH & DWIGHT CO., INC.NJ · 134996950-008
$976M2,842$26,37210y1
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 (6)
Raw Schedule C names collapsed into LOWENSTEIN SANDLER LLP.
  • LOWENSTEIN & SANDLER
  • LOWENSTEIN SANDLER
  • LOWENSTEIN SANDLER LLP
  • LOWENSTEIN SANDLER, LLP
  • LOWENSTEN SANDLER
  • LOWESTEIN SANDLER 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 LOWENSTEIN SANDLER LLP'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 distributions150.00%1.76%+48.24 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 LOWENSTEIN SANDLER 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
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