PROSKAUER ROSE LLP
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served104-13 YoYRank #190 of mapped providers
Assets under administration$258.9B0.3%Market share · rank #52
Fees received$17MMedian $62,863/planSum across Schedule C direct + indirect
Net wins YoY-118 won · 19 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 PROSKAUER ROSE LLP plan look like?
Service mix · median fees per plan
Count of plans where PROSKAUER ROSE LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Investment management fees paid directly by planCode 29 | 102 | $62,863 | |
Consulting (pension)Code 17 | 1 | $5,888 | |
Investment management; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 1 | $834,643 |
Competitor overlap
Percent of PROSKAUER ROSE 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 PROSKAUER ROSE LLP.
| Sponsor | From | Assets |
|---|---|---|
HENRY SCHEIN, INC.NY · 113136595-003 | FINANCIAL ENGINES | $1.6B |
JOHN BEAN TECHNOLOGIES CORPORATIONIL · 911650317-001 | STATE STREET GLOBAL ADVISORS | $186M |
BOARD OF TRUSTEES - PENSION FUND LOCAL 764NY · 136137855-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $171M |
AMPEX CORPORATIONCT · 133667696-009 | PINNACLE ASSOCIATES LTD | $109M |
THE LEGAL AID SOCIETYNY · 135562265-001 | BUCK GLOBAL, LLC | $55M |
BOARD OF TRUSTEES OF RETIREMENT PLAN OF THE WHOLESALE WINE SALESMEN PENY · 510157873-001 | DOROTHY URBAN | $48M |
Plans lost in 2024
Appeared last year under PROSKAUER ROSE LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHELL USA, INC.TX · 131299890-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $15.1B |
MCGRAW-HILL EDUCATION HOLDINGS, LLCNY · 900942340-003 | STRATEGIC ADVISORS, INC. | $811M |
BAYSTATE HEALTH, INC.MA · 042105941-001 | RIVER AND MERCANTILE LLC | $791M |
BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUNDNY · 133943904-001 | NATIONAL BENEFIT SERVICES, LLC | $554M |
BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUNDNY · 203856052-001 | WEAVER AND TIDWELL, LLP | $157M |
NATIONAL BASKETBALL ASSOCIATIONNJ · 135582586-004 | THE SEGAL COMPANY | $87M |
AMERICAN JEWISH COMMITTEENY · 135563393-001 | JPMORGAN INVEST HOLDINGS LLC | $28M |
AGC CHEMICALS AMERICAS, INC.GA · 943343075-002 | JPMORGAN INVEST HOLDINGS LLC | $20M |
AGC FLAT GLASS NORTH AMERICA, INC.GA · 251059306-002 | (new plan) | $13M |
AGC FLAT GLASS NORTH AMERICA, INC.GA · 251059306-005 | (new plan) | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $63,023 | 6y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $20,839 | 10y | 1 |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $36,639 | 3y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $160,868 | 7y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $3M | 6y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $20,672 | 2y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $834,643 | 10y | - |
MCKINSEY & COMPANY, INC.NY · 131826332-001 | $9.8B | 35,298 | $62,703 | 10y | 1 |
THE MOUNT SINAI MEDICAL CENTERNY · 131624096-005 | $9.5B | 75,936 | $91,565 | 5y | 1 |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $16,129 | 2y | - |
Flag exposure
93.3%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 (21)
Raw Schedule C names collapsed into PROSKAUER ROSE LLP.
- PROKAUER ROSE LLP
- PROSAKUER ROSE, LLP
- PROSKAEUR ROSE LLP
- PROSKAUE ROSE LLP
- PROSKAUER
- PROSKAUER AND ROSE LLP
- PROSKAUER LEGAL FEE
- PROSKAUER ROSA LLP
- PROSKAUER ROSE
- PROSKAUER ROSE ETAL
- PROSKAUER ROSE LLP
- PROSKAUER ROSE, LLC
- PROSKAUER ROSE, LLP
- PROSKAUER ROSE, LLP.
- PROSKAUER ROSELLP
- PROSKAUER, ROSE ETAL
- PROSKAUER, ROSE LLP
- PROSKAUR ROSE LLP
- PROSKAURER ROSE LLP
- PROSKAUSER ROSE LLP
- PROSKAUSER ROSE, 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 PROSKAUER ROSE 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 | 9 | 8.65% | 1.71% | +6.94 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 3.85% | 1.76% | +2.09 pp |
| Loss discovered | 1 | 0.96% | 0.00% | +0.96 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PROSKAUER ROSE LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).