MELISSA W. COOK & ASSOCIATES
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-1 YoYRank #1472 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3220
Fees received$397,886Median $34,568/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 MELISSA W. COOK & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where MELISSA W. COOK & ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 5 | $28,571 | |
Legal; Direct payment from the planCode 29 | 4 | $42,637 |
Competitor overlap
Percent of MELISSA W. COOK & ASSOCIATES'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 MELISSA W. COOK & ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF PLUMBERS & STEAMFITTER PENSION TRUST FUNDKY · 311017514-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $80M |
Plans lost in 2024
Appeared last year under MELISSA W. COOK & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, SAN DIEGO COUNTY THEATRICALCA · 956336895-001 | BENESYS, INC. | $47M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF ADMINISTRATIVE DISTRICT COUNCIL 1 PENSION FUNDIL · 366489098-001 | $544M | 5,273 | $58,075 | 8y | - |
BOARD OF TRUSTEES, SAN DIEGO COUNTY CONSTRUCTIONCA · 956090541-001 | $461M | 6,538 | $88,556 | 9y | - |
TRUSTEES OF BRICKLAYERS AND STONE MASONS IL DC NO. 1 B.A.C. ANNUITY FUIL · 363794397-001 | $288M | 5,019 | $28,571 | 4y | - |
BOARD OF TRUSTEES OF LOCAL 1205 PENSION FUNDNY · 111880353-001 | $269M | 1,695 | $28,107 | 2y | - |
BOARD OF TRUSTEES, TILE INDUSTRY RETIREMENT SAVINGSCA · 956118656-001 | $170M | 3,438 | $50,706 | 10y | - |
TRUSTEES OF PLUMBERS & STEAMFITTER PENSION TRUST FUNDKY · 311017514-001 | $84M | 686 | $24,363 | 2y | - |
LOCAL 1102 RETIREMENT TRUSTNY · 131847329-001 | $42M | 4,459 | $68,152 | 10y | - |
BOARD OF TRUSTEES, LOCAL UNION 1710 IBEW PENSIONCA · 953826843-001 | $17M | 1,817 | $16,788 | 10y | - |
BOARD OF TRUSTEES, SAN DIEGO COUNTY TEAMSTERSCA · 510167327-001 | $0 | 0 | $34,568 | 10y | 1 |
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 (16)
Raw Schedule C names collapsed into MELISSA W. COOK & ASSOCIATES.
- COOK & ASSOCIATES
- MELISSA ANDERSON
- MELISSA BILELLO
- MELISSA COOK & ASSOCIATES
- MELISSA COOK AND ASSOCIATES
- MELISSA DALTON
- MELISSA DIMARIA
- MELISSA FRIEDMAN
- MELISSA FURTYO
- MELISSA L ANDERSON
- MELISSA LOGAN
- MELISSA VACCARO
- MELISSA W COOK & ASSOCIATES
- MELISSA W. COOK & ASSOCIATES
- MELISSA W. COOK AND ASSOCIATES
- MELISSA WETZEL
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 MELISSA W. COOK & ASSOCIATES'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 | 1 | 11.11% | 7.76% | +3.35 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 MELISSA W. COOK & ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent