TAFT STETTINIUS & HOLLISTER LLP
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+3 YoYRank #1272 of mapped providers
Assets under administration$9.2B0.0%Market share · rank #1288
Fees received$1MMedian $60,247/planSum across Schedule C direct + indirect
Net wins YoY+25 won · 3 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 TAFT STETTINIUS & HOLLISTER LLP plan look like?
Service mix · median fees per plan
Count of plans where TAFT STETTINIUS & HOLLISTER LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 11 | $60,247 |
Competitor overlap
Percent of TAFT STETTINIUS & HOLLISTER 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 TAFT STETTINIUS & HOLLISTER LLP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25MI · 386056780-001 | COMERICA BANK | $555M |
VIBRANTZ CORPORATIONTX · 340217820-031 | MMA SECURITIES LLC | $253M |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25MI · 272392474-001 | MMA SECURITIES LLC | $196M |
KAO AMERICA INC.OH · 522064483-002 | (new plan) | $125M |
ILPEA INDUSTRIES, INC.IN · 351764586-009 | PNC BANK, N.A. | $6M |
Plans lost in 2024
Appeared last year under TAFT STETTINIUS & HOLLISTER LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
HAJOCA CORPORATIONPA · 232203401-002 | WEST CAPITAL MANAGEMENT | $437M |
ALLETE, INC. & AFFILIATED COMPANIESMN · 410418150-005 | PIMCO FUNDS | $426M |
MVB BANK, INC.WV · 550755205-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $36M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CACI INTERNATIONAL, INC.VA · 541345888-002 | $3.9B | 33,177 | $30,053 | 2y | - |
BOARD OF TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION SUPPLEMENT TRMN · 411539354-002 | $1.8B | 9,838 | $120,566 | 5y | - |
TRUSTEES OF THE PIPE TRADES SERVICES MN PENSION TRUSTMN · 416131800-001 | $1.6B | 9,553 | $153,546 | 6y | - |
ALLETE, INC.MN · 410418150-002 | $606M | 2,345 | $34,498 | 5y | 2 |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25MI · 386056780-001 | $565M | 5,300 | $386,365 | 2y | - |
VIBRANTZ CORPORATIONTX · 340217820-031 | $253M | 1,537 | $9,705 | 1y | 2 |
BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25MI · 272392474-001 | $232M | 5,583 | $127,688 | 2y | - |
KAO AMERICA INC.OH · 522064483-002 | $125M | 1,999 | $46,281 | 1y | - |
BOARD OF TRUSTEES - WESTERN LAKE SUPERIOR PIPING INDUSTRY PENSIONMN · 410882304-001 | $83M | 718 | $151,603 | 3y | - |
ILPEA INDUSTRIES, INC.IN · 351764586-009 | $6M | 322 | $21,941 | 1y | - |
Flag exposure
90.9%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 (7)
Raw Schedule C names collapsed into TAFT STETTINIUS & HOLLISTER LLP.
- TAFT HARTLEY RESOURCES II
- TAFT HARTLEY RESOURCES II INC
- TAFT STETTINIUS & HOLISTER
- TAFT STETTINIUS & HOLLISTER
- TAFT STETTINIUS & HOLLISTER LLP
- TAFT STETTINIUS &HOLLISTER LLP
- TAFT, STETTINIUS & HOLLISTER, 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 TAFT STETTINIUS & HOLLISTER 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 | 1 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 18.18% | 1.76% | +16.42 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 TAFT STETTINIUS & HOLLISTER 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