SCHNEIDER DOWNS & CO., INC.
57 known aliases resolved via the canonical alias map
Market position · 2024
Plans served104+8 YoYRank #192 of mapped providers
Assets under administration$14.3B0.0%Market share · rank #910
Fees received$3MMedian $20,263/planSum across Schedule C direct + indirect
Net wins YoY+823 won · 15 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 SCHNEIDER DOWNS & CO., INC. plan look like?
Service mix · median fees per plan
Count of plans where SCHNEIDER DOWNS & CO., INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 65 | $17,527 | |
Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 22 | $52,048 | |
Contract AdministratorCode 13 | 5 | $4,233 | |
Consulting (general); Direct payment from the planCode 16 | 4 | $35,250 | |
Investment advisory (plan)Code 27 | 4 | $34,133 | |
Recordkeeping fees; Other fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Consulting feesCode 15 | 3 | $24,006 | |
Legal; Direct payment from the planCode 29 | 1 | $29,235 |
Competitor overlap
Percent of SCHNEIDER DOWNS & CO., INC.'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 SCHNEIDER DOWNS & CO., INC..
| Sponsor | From | Assets |
|---|---|---|
CARPENTER TECHNOLOGY CORPORATIONPA · 230458500-010 | AON CONSULTING | $432M |
ESSENTIAL UTILITIES, INC.PA · 231702594-001 | FAEGRE DRINKER BIDDLE & REATH LLP | $299M |
ALLEGHENY COLLEGEPA · 250965212-001 | TIAA | $152M |
THE OGDEN NEWSPAPERS, INCWV · 550776319-333 | THE VANGUARD GROUP, INC. | $115M |
CARPENTER TECHNOLOGY CORPORATIONPA · 230458500-002 | BAKER TILLY US, LLP | $79M |
SHADY SIDE ACADEMYPA · 250965561-001 | HENDERSON BROS. RET. PLAN SERV. | $75M |
WASHINGTON & JEFFERSON COLLEGEPA · 250965601-001 | (new plan) | $62M |
WASHINGTON & JEFFERSON COLLEGEPA · 250965601-003 | (new plan) | $53M |
PITTSBURGH ASSOCIATESPA · 251512457-003 | MESIROW FINANCIAL INVESTMENT MANAGE | $50M |
HYDRO EXTRUSION USA, LLCIL · 582216096-003 | MERCER | $48M |
Plans lost in 2024
Appeared last year under SCHNEIDER DOWNS & CO., INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PINEBRIDGE STRUCTURED | $3.1B |
NRG AFFILIATE SERVICES, INCNJ · 411960764-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.0B |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $1.9B |
CNX RESOURCES CORPORATIONPA · 510337383-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $442M |
HARBISONWALKER INTERNATIONAL, INC.PA · 431680037-430 | WILLIS TOWERS WATSON US LLC | $157M |
HARBISONWALKER INTERNATIONAL, INC.PA · 431680037-120 | WILLIS TOWERS WATSON US LLC | $140M |
ZIPPO MANUFACTURING COMPANYPA · 250920247-001 | PRINCIPAL LIFE INSURANCE COMPANY | $105M |
KOPPERS INC.PA · 251588399-003 | MORGAN STANLEY SMITH BARNEY | $98M |
NEW PIG CORPORATIONPA · 232363423-002 | BDO USA, LLP | $86M |
SETON HILL UNIVERSITYPA · 250965557-002 | GLOBAL RETIREMENT PARTNERS LLC | $60M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FLUOR MARINE PROPULSION, LLCPA · 824281125-001 | $1.2B | 4,261 | $26,800 | 7y | - |
FLUOR MARINE PROPULSION, LLCPA · 824281125-002 | $1.1B | 3,269 | $25,800 | 7y | - |
K&L GATES LLPPA · 250921018-002 | $970M | 2,173 | $22,399 | 10y | - |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-002 | $924M | 6,935 | $23,711 | 10y | - |
FEDERATED HERMES, INC.PA · 251111467-001 | $694M | 1,937 | $34,798 | 4y | - |
PPG INDUSTRIES, INC.PA · 250730780-097 | $689M | 5,798 | $127,783 | 10y | - |
KENNAMETAL INC.SC · 250900168-002 | $595M | 4,429 | $7,700 | 10y | - |
HYDRO EXTRUSION USA, LLCIL · 582216096-001 | $535M | 8,177 | $31,672 | 2y | 2 |
KENNAMETAL INC.SC · 250900168-001 | $511M | 5,001 | $8,200 | 10y | - |
K&L GATES LLPPA · 250921018-003 | $507M | 2,051 | $21,852 | 10y | - |
Flag exposure
83.7%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 (57)
Raw Schedule C names collapsed into SCHNEIDER DOWNS & CO., INC..
- SCHNEIDER COHEN
- SCHNEIDER DOWN & CO, INC
- SCHNEIDER DOWN & CO., INC.
- SCHNEIDER DOWN & COMPANY
- SCHNEIDER DOWN WEALTH MGMT ADV.
- SCHNEIDER DOWNS
- SCHNEIDER DOWNS & CO
- SCHNEIDER DOWNS & CO INC
- SCHNEIDER DOWNS & CO INC.
- SCHNEIDER DOWNS & CO, IN
- SCHNEIDER DOWNS & CO, INC
- SCHNEIDER DOWNS & CO, INC.
- SCHNEIDER DOWNS & CO,INC
- SCHNEIDER DOWNS & CO.
- SCHNEIDER DOWNS & CO. , INC.
- SCHNEIDER DOWNS & CO. INC
- SCHNEIDER DOWNS & CO. INC.
- SCHNEIDER DOWNS & CO., INC
- SCHNEIDER DOWNS & CO., INC.
- SCHNEIDER DOWNS & CO.,INC
- SCHNEIDER DOWNS & CO.,INC.
- SCHNEIDER DOWNS & COMPANY
- SCHNEIDER DOWNS & COMPANY INC
- SCHNEIDER DOWNS ACCTS. RECEIVABLE D
- SCHNEIDER DOWNS AND CO INC
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 SCHNEIDER DOWNS & CO., INC.'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 | 3 | 2.88% | 7.76% | -4.88 pp |
| Fidelity bond gap | 2 | 1.92% | 26.94% | -25.02 pp |
| Late contributions | 16 | 15.38% | 1.71% | +13.67 pp |
| Failed to provide benefit | 4 | 3.85% | 0.14% | +3.71 pp |
| Corrective distributions | 15 | 14.42% | 1.76% | +12.66 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 SCHNEIDER DOWNS & CO., INC.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).