The Angell Pension Group Inc.
advisor30 known aliases resolved via the canonical alias map
Market position · 2024
Plans served312-6 YoYRank #72 of mapped providers
Assets under administration$19.7B0.0%Market share · rank #682
Fees received$7MMedian $10,006/planSum across Schedule C direct + indirect
Net wins YoY-441 won · 45 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 The Angell Pension Group Inc. plan look like?
Service mix · median fees per plan
Count of plans where The Angell Pension Group Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Participant loan processing; Contract AdministratorCode 13 | 138 | $9,307 | |
Other services; Other feesCode 49 | 78 | $8,745 | |
Other feesCode 99 | 37 | $8,325 | |
Other services; ActuarialCode 11 | 26 | $33,056 | |
Other fees; Consulting (general)Code 16 | 12 | $8,675 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping fees; Consulting (pension); Consulting feesCode 15 | 5 | $14,948 | |
Other fees; Direct payment from the plan; Accounting (including auditing)Code 10 | 4 | $6,631 | |
Plan AdministratorCode 14 | 4 | $22,287 |
Competitor overlap
Percent of The Angell Pension Group 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 The Angell Pension Group Inc..
| Sponsor | From | Assets |
|---|---|---|
BABSON COLLEGEMA · 042103544-001 | Fidelity Investments | $478M |
MOOG INC.NY · 160757636-001 | Aon | $473M |
VISHAY INTERTECHNOLOGY, INC.PA · 381686453-002 | Merrill | $453M |
BROWN PHYSICIANS, INC.RI · 821858635-001 | Fidelity Investments | $326M |
BROWN PHYSICIANS, INC.RI · 821858635-002 | Fidelity Investments | $280M |
RHODE ISLAND SCHOOL OF DESIGNRI · 050258956-002 | Global Retirement Partners LLC | $277M |
CURRY COLLEGEMA · 042199867-001 | Fiducient Advisors | $144M |
NEW ENGLAND CONSERVATORYMA · 237225104-001 | Fidelity Investments | $78M |
AMERICAN MATHEMATICAL SOCIETYRI · 050264797-002 | Fiducient Advisors | $74M |
MISS PORTERS SCHOOL, INC.CT · 060646786-007 | Fiducient Advisors | $58M |
Plans lost in 2024
Appeared last year under The Angell Pension Group Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | MGO Investment Advisors | $49.7B |
NUCOR CORPORATIONNC · 131860817-334 | Fidelity Investments | $8.5B |
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | Weaver & Tidwell LLP | $1.9B |
UMASS MEMORIAL HEALTH CARE, INC.MA · 043358566-004 | Fidelity Investments | $585M |
BETH ISRAEL LAHEY HEALTH, INC.MA · 832671600-002 | EY | $510M |
THYSSENKRUPP NORTH AMERICA, LLCOR · 222393554-001 | Thyssenkrupp North America | $357M |
ACCESSION RISK MANAGEMENT GROUP, INC.MA · 475281014-001 | Fidelity Investments | $330M |
WENTWORTH INSTITUTE OF TECHNOLOGY, INC.MA · 041958460-002 | Fiducient Advisors | $201M |
TRUSTEES OF HAMPSHIRE COLLEGEMA · 046130872-001 | TIAA | $154M |
DN TANKS, LLCMA · 844597957-001 | Invesco | $104M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CSI USA INC.IL · 320671474-001 | $1.6B | 18,022 | $710,368 | 1y | 1 |
NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONSPA · 270131295-001 | $1.1B | 7,840 | $11,400 | 3y | - |
WELLESLEY COLLEGEMA · 042103637-002 | $787M | 3,804 | $13,409 | 10y | - |
SMITH COLLEGEMA · 041843040-002 | $629M | 3,845 | $11,443 | 8y | - |
BABSON COLLEGEMA · 042103544-001 | $478M | 2,707 | $19,012 | 4y | - |
MOOG INC.NY · 160757636-001 | $473M | 2,288 | $12,500 | 1y | - |
VISHAY INTERTECHNOLOGY, INC.PA · 381686453-002 | $453M | 3,275 | $5,000 | 1y | - |
WASHINGTON AND LEE UNIVERSITYVA · 540505977-001 | $437M | 2,101 | $8,012 | 10y | - |
TRUSTEES OF MOUNT HOLYOKE COLLEGEMA · 042103578-002 | $423M | 2,945 | $10,081 | 9y | 1 |
LOANDEPOT.COM, LLCCA · 264599244-002 | $397M | 7,167 | $112,910 | 7y | - |
Flag exposure
78.8%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 (30)
Raw Schedule C names collapsed into The Angell Pension Group Inc..
- ALBERT & WILL, LLP
- ALBERT DANISH
- ALBERT FRATTALI
- ALBERT KALTER, ESQ.
- ALBERT LACASSE
- ALBERT M MADDEN
- ALBERT T. PURVIS
- ALBERTO ENRIQUE DEL RIO JIMENEZ
- ANGELL PENSION COMPANY
- ANGELL PENSION CONSULTANTS
- ANGELL PENSION GROUP
- ANGELL PENSION GROUP INC
- ANGELL PENSION GROUP INC.
- ANGELL PENSION GROUP, INC
- ANGELL PENSION GROUP, INC.
- ANGELL PENSION GROUP, LLC
- THE ANGELL PENSION GOUP, INC.
- THE ANGELL PENSION GROOUP, INC
- THE ANGELL PENSION GROPU INC.
- THE ANGELL PENSION GROU INC
- THE ANGELL PENSION GROU, INC.
- THE ANGELL PENSION GROUP
- THE ANGELL PENSION GROUP INC
- THE ANGELL PENSION GROUP INC.
- THE ANGELL PENSION GROUP, INC
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 The Angell Pension Group 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 | 18 | 5.77% | 7.76% | -1.99 pp |
| Fidelity bond gap | 4 | 1.28% | 26.94% | -25.66 pp |
| Late contributions | 75 | 24.04% | 1.71% | +22.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 46 | 14.74% | 1.76% | +12.98 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 The Angell Pension Group Inc.. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Frequent partners by role
Who else shows up on The Angell Pension Group 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 |
|---|---|---|
| Davis & Gilbert LLP | 2 | 0.6% |
| Johnson O'Connor Feron & Carucci LLP | 2 | 0.6% |
| Littler Mendelson, P.C. | 2 | 0.6% |
| Meyer Brothers Kalicka PC | 2 | 0.6% |
| Raphael & Raphael LLP | 2 | 0.6% |
| LITMAN GERSEN LLP | 1 | 0.3% |
| NANAVATY,DAVENPORT,STUDLEY&WHITELLP | 1 | 0.3% |
| Segal Roitman LLP | 1 | 0.3% |
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).