R.R. Donnelley & Sons Company
advisor27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+3 YoYRank #1781 of mapped providers
Assets under administration$63.6B0.1%Market share · rank #246
Fees received$775,803Median $62,919/planSum across Schedule C direct + indirect
Net wins YoY+34 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 R.R. Donnelley & Sons Company plan look like?
Service mix · median fees per plan
Count of plans where R.R. Donnelley & Sons Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Copying and duplicatingCode 36 | 3 | $174,054 | |
Other services; Direct payment from the planCode 49 | 2 | $21,753 | |
Other fees; Direct payment from the planCode 50 | 2 | $60,823 | |
Employee (plan sponsor)Code 35 | 1 | $92,352 | |
Direct payment from the plan; Participant communicationCode 38 | 1 | $31,056 |
Competitor overlap
Percent of R.R. Donnelley & Sons Company'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 R.R. Donnelley & Sons Company.
| Sponsor | From | Assets |
|---|---|---|
THE DOW CHEMICAL COMPANYMI · 381285128-001 | Calypso Technology, Inc. | $10.9B |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | Calypso Technology, Inc. | $2.2B |
R. R. DONNELLEY & SONS COMPANYIL · 361004130-003 | Empower | $1.4B |
Plans lost in 2024
Appeared last year under R.R. Donnelley & Sons Company; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $174,054 | 9y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $86,490 | 10y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $58,726 | 4y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $226,701 | 10y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $29,463 | 3y | - |
UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANYMI · 131421730-001 | $2.2B | 31,806 | $62,919 | 3y | - |
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLANGA · 131426500-419 | $2.0B | 9,288 | $14,042 | 4y | - |
ONCOR ELECTRIC DELIVERY COMPANY LLCTX · 752967830-001 | $1.9B | 14,519 | $31,056 | 3y | - |
R. R. DONNELLEY & SONS COMPANYIL · 361004130-003 | $1.4B | 19,519 | $92,352 | 4y | 2 |
Flag exposure
100.0%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 (27)
Raw Schedule C names collapsed into R.R. Donnelley & Sons Company.
- HA&W BENEFIT ADVISORS
- HA&W BENEFIT ADVISORS LLC
- HA&W BENEFIT ADVISORS, LLC
- HIGHTOWER ADVSIORS LLC
- HIGHTOWER FIDUCIARY PLAN ADVISORS
- R R DONNELLEY
- R R DONNELLEY AND SONS COMPANY
- R. R. DONNELLEY
- R. R. DONNELLEY & SONS COMPANY
- R. R. DONNELLEY AND SONS COMPANY
- R.R DONNELLEY AND SONS COMPANY
- R.R. DONNELLEY
- R.R. DONNELLEY AND SONS COMPANY
- RR DONNELLEY
- RR DONNELLEY & SONS CO
- RR DONNELLEY & SONS CO.
- RR DONNELLEY & SONS COMPANY
- RR DONNELLEY AND SONS COMPANY
- RR DONNELLEY RECEIVABLES INC.
- RR DONNELLEY RECEIVABLES, INC.
- RR DONNELLEY, INC.
- RR DONNELLEY., INC.
- RR DONNELLLEY., INC.
- RR DONNELLY
- RR DONNELLY & SONS COMPANY
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 R.R. Donnelley & Sons Company'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 | 1 | 11.11% | 0.14% | +10.97 pp |
| Corrective distributions | 1 | 11.11% | 1.76% | +9.35 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 R.R. Donnelley & Sons Company. 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 R.R. Donnelley & Sons Company'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 |
|---|---|---|
| Proskauer Rose LLP | 5 | 55.6% |
| ALSTON & BIRD LLP | 2 | 22.2% |
| Covington & Burling LLP | 2 | 22.2% |
| Cohen Weiss & Simon LLP | 1 | 11.1% |
| K&L Gates LLP | 1 | 11.1% |