Alterity Group LLC
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #2107 of mapped providers
Assets under administration$95.6B0.1%Market share · rank #141
Fees received$481,800Median $35,000/planSum across Schedule C direct + indirect
Net wins YoY+15 won · 4 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 Alterity Group LLC plan look like?
Service mix · median fees per plan
Count of plans where Alterity Group LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general); Direct payment from the planCode 16 | 2 | $57,500 | |
Consulting (pension)Code 17 | 1 | $12,550 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $82,500 | |
Investment management; Direct payment from the planCode 28 | 1 | $13,750 | |
Consulting feesCode 70 | 1 | $10,000 | |
Other feesCode 99 | 1 | $248,000 |
Competitor overlap
Percent of Alterity Group LLC'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 Alterity Group LLC.
| Sponsor | From | Assets |
|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | Wellington Company LLP | $52.9B |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | PwC | $17.9B |
ADP TOTALSOURCE GROUP, INC.FL · 592452823-001 | Voya | $9.2B |
WELLS FARGO & COMPANYMN · 410449260-001 | Prudential Investment Management | $8.3B |
HENRY SCHEIN, INC.NY · 113136595-003 | Financial Engines Advisors LLC | $1.6B |
Plans lost in 2024
Appeared last year under Alterity Group LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
HP INC.TX · 941081436-004 | Groom Law Group, Chartered | $9.7B |
PINNACLE WEST CAPITAL CORPORATIONAZ · 860512431-001 | Snell & Wilmer LLP | $3.3B |
CELANESE AMERICAS LLCTX · 221862783-004 | WTW | $2.1B |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001 | Loomis Sayles | $1.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $35,000 | 1y | 2 |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $12,550 | 1y | - |
ADP TOTALSOURCE GROUP, INC.FL · 592452823-001 | $9.2B | 335,802 | $248,000 | 1y | 1 |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $82,500 | 1y | - |
HP INC.TX · 941081436-003 | $4.6B | 49,797 | $13,750 | 2y | - |
HENRY SCHEIN, INC.NY · 113136595-003 | $1.6B | 10,406 | $80,000 | 1y | - |
FTI CONSULTING, INC.DC · 521261113-001 | $1.2B | 6,284 | $10,000 | 2y | 1 |
Flag exposure
85.7%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 (6)
Raw Schedule C names collapsed into Alterity Group LLC.
- ADVANCED SYSTEMS DEVELOPMENT INC
- ADVANCED TECH PLACEMENT, LLC.
- ALTERITY
- ALTERITY GROUP
- ALTERITY GROUP LLC
- ALTERITY GROUP, LLC
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 Alterity Group LLC'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 | 2 | 28.57% | 1.71% | +26.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 28.57% | 1.76% | +26.81 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 Alterity Group LLC. 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 Alterity Group LLC'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 | 2 | 28.6% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 14.3% |
| Covington & Burling LLP | 1 | 14.3% |
| Debevoise & Plimpton LLP | 1 | 14.3% |
| Groom Law Group, Chartered | 1 | 14.3% |
| Isler Dare PC | 1 | 14.3% |
| K&L Gates LLP | 1 | 14.3% |
| Paul Hastings LLP | 1 | 14.3% |