Robert Cheverie & Associates
auditor38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23-1 YoYRank #765 of mapped providers
Assets under administration$12.7B0.0%Market share · rank #1080
Fees received$1MMedian $27,600/planSum across Schedule C direct + indirect
Net wins YoY-12 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 Robert Cheverie & Associates plan look like?
Service mix · median fees per plan
Count of plans where Robert Cheverie & Associates ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the planCode 29 | 19 | $27,600 | |
Investment managementCode 28 | 1 | $214,212 | |
Employee (plan)Code 30 | 1 | $176,201 | |
Employee (plan sponsor)Code 35 | 1 | $14,363 | |
Other fees; Direct payment from the planCode 50 | 1 | $10,000 |
Competitor overlap
Percent of Robert Cheverie & Associates'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 Robert Cheverie & Associates.
| Sponsor | From | Assets |
|---|---|---|
STACY L. VILAORI · 050499357-001 | (new plan) | $122M |
ACE HARDWARE OF CHATTANOOGA, INC.TN · 620803002-001 | Raymond James & Associates, Inc. | $13M |
Plans lost in 2024
Appeared last year under Robert Cheverie & Associates; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL PENSION FUNDNY · 136190433-074 | MTDC Welfare Fund | $1.8B |
BOARD OF TRUSTEES MASON TENDERS DISTRICT COUNCIL ANNUITY FUNDNY · 136358540-076 | Janus Henderson Investors | $913M |
PUBLIC HEALTH FOUNDATION ENTERCA · 952557063-001 | Public Health Foundation Enterprise | $152M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $176,201 | 10y | - |
DANAHER CORPORATIONDC · 591995548-003 | $1.9B | 21,071 | $214,212 | 9y | - |
NEW ENGLAND ELECTRICAL WORKERS MONEY PURCHASE PLAN AND TRUSTCT · 060962207-001 | $870M | 11,013 | $63,600 | 10y | - |
CONNECTICUT LABORERS' PENSION FUND BOARD OF TRUSTEESCT · 066044348-001 | $601M | 7,019 | $94,684 | 9y | - |
PLUMBERS UNION LOCAL NO. 12 PENSION LOCAL NO. 12 PENSION FUNDMA · 046023174-001 | $390M | 2,860 | $53,911 | 9y | - |
PLUMBERS UNION LOCAL NO. 12 ANNUITMA · 042621293-002 | $303M | 3,247 | $29,173 | 9y | - |
CONNECTICUT PIPETRADES LOCAL NO. 777 ANNUITY FUNDCT · 061441857-001 | $277M | 4,541 | $12,000 | 10y | - |
CONNECTICUT LABORERS ANNUITY FUND BOARD OF TRUSTEESCT · 061175481-001 | $274M | 7,097 | $52,553 | 4y | - |
BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIONY · 131825849-001 | $272M | 1,422 | $30,000 | 10y | - |
BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137RNY · 133204596-001 | $253M | 1,556 | $27,600 | 10y | - |
Flag exposure
87.0%Market: 89.1%
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 (38)
Raw Schedule C names collapsed into Robert Cheverie & Associates.
- HELPFUL GROUP LLC
- HELPSIDE, INC.
- HELTON SCHUETZE, CPA LLC
- HELTON-SCHUETZE CPA, LLC
- HELUNA HEALTH
- HENDERSON FUNDS HENDERSON GLOBAL IN
- HENDERSON G
- HENDERSON GENEVA
- HENDERSON GENEVA CAPITAL MANAGEMENT
- HENDERSON GENEVA CAPITAL MGMT
- HENDERSON GENEVA CAPITAL MGMT.
- HENDERSON GLOB EAFE
- HENDERSON GLOBAL INVESTORS
- HENDERSON GLOBAL INVESTORS (NA) INC
- HENDERSON GLOBAL INVESTORS NA
- HENDERSON, FRANKLIN PA
- ROBERT CHEVERIE
- ROBERT CHEVERIE & ASSOC.
- ROBERT CHEVERIE & ASSOCIATES
- ROBERT CHEVERIE & ASSOCIATES PC
- ROBERT CHEVERIE & ASSOCIATES, P.C.
- ROBERT CHEVERIE & ASSOCIATES, PC
- ROBERT CHEVERIE & ASSOCS
- ROBERT M CHEVERIE
- ROBERT M CHEVERIE & ASSOC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Robert Cheverie & Associates'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 8.70% | 1.76% | +6.94 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 Robert Cheverie & Associates. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Robert Cheverie & Associates's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| The Segal Company | 8 | 34.8% |
| Loomis Sayles | 6 | 26.1% |
| Segal Marco Advisors | 5 | 21.7% |
| Locust Lane Partners, LLC | 4 | 17.4% |
| Logos Pension Group Inc. | 4 | 17.4% |
| Longview Partners | 4 | 17.4% |
| Solxsys Administrative Solutions | 4 | 17.4% |
| Lazard Asset Management LLC | 3 | 13.0% |
| SEI Investments | 3 | 13.0% |
| Stacey Braun Associates Inc. | 3 | 13.0% |
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).