WOHLNER KAPLON CUTLER HALFORD & ROS
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1228 of mapped providers
Assets under administration$3.5B0.0%Market share · rank #2322
Fees received$495,214Median $26,206/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 WOHLNER KAPLON CUTLER HALFORD & ROS plan look like?
Service mix · median fees per plan
Count of plans where WOHLNER KAPLON CUTLER HALFORD & ROS 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 | $26,206 |
Competitor overlap
Percent of WOHLNER KAPLON CUTLER HALFORD & ROS'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 WOHLNER KAPLON CUTLER HALFORD & ROS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under WOHLNER KAPLON CUTLER HALFORD & ROS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVCA · 510155190-002 | BENESYS, INC. | $443M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ABC, INC.NY · 141284013-012 | $847M | 2,208 | $135,208 | 4y | - |
BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLANCA · 957006851-001 | $723M | 30,812 | $26,206 | 7y | 1 |
TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUNDCA · 510155190-001 | $492M | 5,738 | $14,562 | 6y | - |
BOARD OF TRUSTEES, AIRCONDITIONING AND REFRIGERATIONCA · 956035386-001 | $341M | 3,639 | $11,863 | 10y | - |
BOARD OF TRUSTEES, CALIFORNIA, ARIZONA, COLORADO, ANDCA · 516030005-001 | $321M | 3,031 | $21,567 | 10y | - |
BOARD OF TRUSTEES, CEMENT MASONS SOUTHERN CALIFORNIACA · 953379185-001 | $279M | 6,736 | $106,590 | 9y | - |
BOARD OF TRUSTEES, CEMENT MASONS SOUTHERN CALIFORNIACA · 953697340-002 | $224M | 6,385 | $38,320 | 7y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA FLOOR COVERINGCA · 516031409-001 | $109M | 1,328 | $31,640 | 9y | - |
BOARD OF TRUSTEES SOUTHERN CALIFORNIA PLASTERING INSTITUTECA · 516052141-001 | $100M | 1,298 | $74,362 | 10y | - |
PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTSCA · 510190581-002 | $30M | 972 | $23,691 | 4y | - |
Flag exposure
100.0%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 (18)
Raw Schedule C names collapsed into WOHLNER KAPLON CUTLER HALFORD & ROS.
- WOHLNER KAPLON CUTLER ET AL.
- WOHLNER KAPLON CUTLER HALFORD
- WOHLNER KAPLON CUTLER HALFORD & ROS
- WOHLNER KAPLON CUTLER HALFORD AND R
- WOHLNER KAPLON CUTLER HALFORD ET AL
- WOHLNER KAPLON CUTLER HALFORD ROSEN
- WOHLNER KAPLON PHILLIPS
- WOHLNER KAPLON PHILLIPS ET AL
- WOHLNER KAPLON PHILLIPS YOUNG & CUT
- WOHLNER KAPLON PHILLIPS YOUNG ET AL
- WOHLNER, KAPLAN, PHILLIPS, YOUNG &
- WOHLNER, KAPLON, CUTLER, ET AL
- WOHLNER, KAPLON, CUTLER, HALFORD
- WOHLNER, KAPLON, CUTLER, HALFORD &
- WOHLNER, KAPLON, PHILLIPS ET AL
- WOHLNER, KAPLON, PHILLIPS ET AL.
- WOHLNER, KAPLON, PHILLIPS, ET AL
- WOHLNER, KAPLON, PHILLIPS, YOUNG &
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 WOHLNER KAPLON CUTLER HALFORD & ROS'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 | 1 | 9.09% | 1.71% | +7.38 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 WOHLNER KAPLON CUTLER HALFORD & ROS. 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).