SCHULTE ROTH & ZABEL LLP
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25+7 YoYRank #634 of mapped providers
Assets under administration$14.1B0.0%Market share · rank #924
Fees received$11MMedian $111,382/planSum across Schedule C direct + indirect
Net wins YoY+66 won · 0 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 SCHULTE ROTH & ZABEL LLP plan look like?
Service mix · median fees per plan
Count of plans where SCHULTE ROTH & ZABEL LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; LegalCode 29 | 25 | $111,382 |
Competitor overlap
Percent of SCHULTE ROTH & ZABEL 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 SCHULTE ROTH & ZABEL LLP.
| Sponsor | From | Assets |
|---|---|---|
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | BENESYS, INC. | $1.6B |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-002 | NORTH AMERICAN KTRADE ALLIANCE, LLC | $678M |
HORACE MANN SCHOOLNY · 131740455-001 | PENSIONMARK FINANCIAL GROUP LLC | $252M |
AMPEX CORPORATIONCT · 133667696-009 | PINNACLE ASSOCIATES LTD | $109M |
HACKLEY SCHOOLNY · 131740452-001 | RESOURCES INVESTMENT ADVISORS LLC | $109M |
LONGY SCHOOL OF MUSIC OF BARD COLLEGEMA · 141713034-006 | TIAA | $11M |
Plans lost in 2024
Appeared last year under SCHULTE ROTH & ZABEL LLP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | $3.7B | 42,443 | $4M | 4y | - |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $2M | 10y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | $1.7B | 24,316 | $896,690 | 2y | - |
IAC INC.NY · 843727412-001 | $1.6B | 15,146 | $60,563 | 5y | 1 |
UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FPA · 236396097-001 | $872M | 29,592 | $121,682 | 8y | - |
ABC, INC.NY · 141284013-012 | $847M | 2,208 | $224,840 | 10y | - |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-002 | $729M | 14,828 | $802,320 | 2y | - |
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUNDNY · 133177000-001 | $492M | 4,269 | $409,213 | 10y | - |
TRUSTEES OF IUE- CWA AFL-CIO PENSION FUNDNY · 226250252-001 | $475M | 14,399 | $367,323 | 10y | - |
BARD COLLEGENY · 141713034-001 | $379M | 3,664 | $76,850 | 8y | 1 |
Flag exposure
96.0%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 (16)
Raw Schedule C names collapsed into SCHULTE ROTH & ZABEL LLP.
- SCHULTE RORH & ZABEL LLP
- SCHULTE ROTH & ZABEL
- SCHULTE ROTH & ZABEL LLP
- SCHULTE ROTH & ZABEL, LLP
- SCHULTE ROTH & ZABELL LLP
- SCHULTE ROTH & ZABLE, LLP
- SCHULTE ROTH AND ZABEL
- SCHULTE ROTH AND ZABEL LLP
- SCHULTE, ROTH & ZABEL
- SCHULTE, ROTH & ZABEL LLP
- SCHULTE, ROTH & ZABEL, LLP
- SCHULTE, ROTH & ZABLE, LLP
- SCHULTE, ROTH AND ZABEL, LLP
- SCHULTE,ROTH & ZABEL
- SCHUTLE ROTH & ZABEL
- SCULTE ROTH & ZABEL 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 SCHULTE ROTH & ZABEL 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 | 1 | 4.00% | 26.94% | -22.94 pp |
| Late contributions | 4 | 16.00% | 1.71% | +14.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 8.00% | 1.76% | +6.24 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 SCHULTE ROTH & ZABEL 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
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).