Schneider Downs & Co., Inc.
auditor43 known aliases resolved via the canonical alias map
Market position · 2024
Plans served76+7 YoYRank #260 of mapped providers
Assets under administration$13.5B0.0%Market share · rank #961
Fees received$2MMedian $19,032/planSum across Schedule C direct + indirect
Net wins YoY+721 won · 14 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 Schneider Downs & Co., Inc. plan look like?
Service mix · median fees per plan
Count of plans where Schneider Downs & Co., Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 66 | $17,521 | |
Direct payment from the plan; Consulting (general)Code 16 | 4 | $35,250 | |
Legal; Other feesCode 29 | 2 | $15,994 | |
Consulting (pension); Consulting fees; Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $24,006 | |
Investment advisory (plan)Code 27 | 1 | $27,500 | |
Other fees; Other servicesCode 49 | 1 | $1,552 | |
Investment management fees paid directly by planCode 51 | 1 | $47,851 |
Competitor overlap
Percent of Schneider Downs & Co., Inc.'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 Schneider Downs & Co., Inc..
| Sponsor | From | Assets |
|---|---|---|
CARPENTER TECHNOLOGY CORPORATIONPA · 230458500-010 | Aon | $432M |
ESSENTIAL UTILITIES, INC.PA · 231702594-001 | Faegre Drinker Biddle & Reath LLP | $299M |
ALLEGHENY COLLEGEPA · 250965212-001 | TIAA | $152M |
THE OGDEN NEWSPAPERS, INCWV · 550776319-333 | Vanguard | $115M |
CARPENTER TECHNOLOGY CORPORATIONPA · 230458500-002 | Baker Tilly US, LLP | $79M |
SHADY SIDE ACADEMYPA · 250965561-001 | Henderson Bros. Retirement Plan Services | $75M |
HEA CLINIC, P.A. DBA HOUSTON EYE ASSOCIATESTX · 760512625-001 | Definiti LLC | $66M |
WASHINGTON & JEFFERSON COLLEGEPA · 250965601-001 | (new plan) | $62M |
WASHINGTON & JEFFERSON COLLEGEPA · 250965601-003 | (new plan) | $53M |
PITTSBURGH ASSOCIATESPA · 251512457-003 | Mesirow Financial | $50M |
Plans lost in 2024
Appeared last year under Schneider Downs & Co., Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PineBridge Investments | $3.1B |
NRG AFFILIATE SERVICES, INCNJ · 411960764-001 | Fidelity Investments | $2.0B |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-001 | Voya | $1.9B |
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | U.S. Real Estate Investment Fund | $1.7B |
CNX RESOURCES CORPORATIONPA · 510337383-002 | Merrill | $442M |
HARBISONWALKER INTERNATIONAL, INC.PA · 431680037-430 | WTW | $157M |
HARBISONWALKER INTERNATIONAL, INC.PA · 431680037-120 | WTW | $140M |
ZIPPO MANUFACTURING COMPANYPA · 250920247-001 | Principal | $105M |
KOPPERS INC.PA · 251588399-003 | Morgan Lewis & Bockius LLP | $98M |
NEW PIG CORPORATIONPA · 232363423-002 | BDO | $86M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FLUOR MARINE PROPULSION, LLCPA · 824281125-001 | $1.2B | 4,261 | $26,800 | 7y | - |
FLUOR MARINE PROPULSION, LLCPA · 824281125-002 | $1.1B | 3,269 | $25,800 | 7y | - |
K&L GATES LLPPA · 250921018-002 | $970M | 2,173 | $22,399 | 10y | - |
WESTINGHOUSE ELECTRIC COMPANY LLCPA · 522140933-002 | $924M | 6,935 | $23,711 | 10y | - |
FEDERATED HERMES, INC.PA · 251111467-001 | $694M | 1,937 | $34,798 | 4y | - |
PPG INDUSTRIES, INC.PA · 250730780-097 | $689M | 5,798 | $127,783 | 10y | - |
KENNAMETAL INC.SC · 250900168-002 | $595M | 4,429 | $7,700 | 10y | - |
HYDRO EXTRUSION USA, LLCIL · 582216096-001 | $535M | 8,177 | $31,672 | 2y | 2 |
KENNAMETAL INC.SC · 250900168-001 | $511M | 5,001 | $8,200 | 10y | - |
K&L GATES LLPPA · 250921018-003 | $507M | 2,051 | $21,852 | 10y | - |
Flag exposure
78.9%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 (43)
Raw Schedule C names collapsed into Schneider Downs & Co., Inc..
- HOUSER RETIREMENT SOLUTIONS, LLC
- HOUSMAN & ELEZOVIC LLP
- HOUSTON ENERGY ADVISORS, LLC
- HOUSTON EYE
- HOUSTON HARBAUGH
- HOUSTON HARBAUGH ATTORNEYS AT LAW
- HOUSTON HARBAUGH PC
- HOUSTON HARBAUGH, P.C.
- HOUTSTON BENEFIT CONSULTING LLC
- HOV SERVICES LLC
- HOVALNDS HVAC SERVICES
- HOVER INSURANCE SERVICES, INC
- HOVLANDS
- SCHNEIDER DOWN & CO, INC
- SCHNEIDER DOWN & CO., INC.
- SCHNEIDER DOWN & COMPANY
- SCHNEIDER DOWNS
- SCHNEIDER DOWNS & CO
- SCHNEIDER DOWNS & CO INC
- SCHNEIDER DOWNS & CO INC.
- SCHNEIDER DOWNS & CO, IN
- SCHNEIDER DOWNS & CO, INC
- SCHNEIDER DOWNS & CO, INC.
- SCHNEIDER DOWNS & CO,INC
- SCHNEIDER DOWNS & CO.
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 Schneider Downs & Co., Inc.'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 | 2 | 2.63% | 7.76% | -5.13 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 8 | 10.53% | 1.71% | +8.81 pp |
| Failed to provide benefit | 3 | 3.95% | 0.14% | +3.81 pp |
| Corrective distributions | 9 | 11.84% | 1.76% | +10.08 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 Schneider Downs & Co., Inc.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Schneider Downs & Co., Inc.'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 |
|---|---|---|
| Mercer | 12 | 15.8% |
| Buck Global LLC | 9 | 11.8% |
| Global Retirement Partners LLC | 7 | 9.2% |
| WTW | 7 | 9.2% |
| Aon | 6 | 7.9% |
| Fiducient Advisors | 5 | 6.6% |
| October Three Consulting | 5 | 6.6% |
| GYL Financial Synergies, LLC | 4 | 5.3% |
| Strategic Advisers | 4 | 5.3% |
| Cook Street Consulting | 3 | 4.0% |
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).