A P S - Pentegra
recordkeeper13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23+1 YoYRank #758 of mapped providers
Assets under administration$569M0.0%Market share · rank #4469
Fees received$296,642Median $9,076/planSum across Schedule C direct + indirect
Net wins YoY+13 won · 2 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 A P S - Pentegra plan look like?
Service mix · median fees per plan
Count of plans where A P S - Pentegra 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.); Plan Administrator; Consulting (general)Code 14 | 11 | $8,902 | |
Recordkeeping fees; Other fees; Plan Administrator; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Contract Administrator; Participant loan processing; Valuation (appraisals, etc.)Code 13 | 6 | $9,311 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processing; Participant communicationCode 15 | 5 | $14,197 | |
Recordkeeping fees; Account maintenance feesCode 64 | 1 | $2,497 |
Competitor overlap
Percent of A P S - Pentegra'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 A P S - Pentegra.
| Sponsor | From | Assets |
|---|---|---|
FRESNO BEVERAGE COMPANY, INC.CA · 770057122-001 | Index Core - Passive Through Target | $10M |
WAWONA FROZEN FOODSCA · 941566708-002 | Pensionmark Financial Group | $7M |
RITCHIE TRUCKING SERVICE HOLDINGS, INC.CA · 384101587-001 | Iron Co Fid Index Comprehensive | $3M |
Plans lost in 2024
Appeared last year under A P S - Pentegra; not this year.
| Sponsor | To | Assets |
|---|---|---|
REVERE PLASTICS SYSTEMS, LLCOH · 203851963-001 | Fidelity Investments | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
OHIO STATE UNIVERSITY PHYSICIANS, INC.OH · 311447726-001 | $183M | 3,759 | $63,168 | 10y | - |
OHIO STATE UNIVERSITY PHYSICIANS, INC.OH · 311447726-002 | $59M | 2,975 | $63,168 | 10y | - |
GEO. BYERS SONS HOLDING, INC.OH · 314139860-003 | $50M | 1,103 | $13,160 | 7y | - |
MISSOURI CARDIOVASCULAR SPECIALISTS, LLPMO · 431566193-001 | $49M | 149 | $2,497 | 10y | 1 |
UNWIN COMPANYOH · 311469050-002 | $30M | 198 | $3,240 | 4y | - |
BLAIR, CHURCH & FLYNN CONSULTING ENGINEERS, INC.CA · 941424814-001 | $22M | 296 | $2,250 | 6y | 1 |
KLINGBEIL CAPITAL MANAGEMENT, LTD.VA · 943397989-001 | $21M | 301 | $6,321 | 10y | 1 |
DIBUDUO & DEFENDISCA · 941530342-001 | $20M | 268 | $1,620 | 5y | - |
AMIDA CARE, INC.NY · 134154068-001 | $18M | 192 | $9,408 | 7y | - |
HOOPAUGH GRADING CO., LLCNC · 562159346-001 | $17M | 746 | $4,945 | 6y | 1 |
Flag exposure
78.3%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 (13)
Raw Schedule C names collapsed into A P S - Pentegra.
- 20 BLACKROCK
- 20-20 INVESTMENT ASSOCIATION
- A P S - PENTEGRA
- A P S-PENTEGRA
- ALIGHT SOLUTIONS FINANCIAL ADVS,LLC
- APS - PENTEGRA
- APS - PENTEGRA SERVICES INC
- APS PENTEGRA
- APS PENTEGRA SERVICES INC
- APS- PENTEGRA
- APS-PENTEGA
- APS-PENTEGRA
- APS-PENTEGRA SERVICES 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 A P S - Pentegra'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 | 10 | 43.48% | 1.71% | +41.76 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 A P S - Pentegra. 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 A P S - Pentegra'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 |
|---|---|---|
| ROUSH INVESTMENTS LLC | 7 | 30.4% |
| Ameriprise Financial | 1 | 4.3% |
| Global Retirement Partners LLC | 1 | 4.3% |
| Leaf House Financial Advisors | 1 | 4.3% |
| Northwestern Mutual Wealth Management | 1 | 4.3% |
| Pinion LLC | 1 | 4.3% |
| PW Partners LLC | 1 | 4.3% |