All providers

Argus Investors Counsel

advisor

4 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #7619 of mapped providers
Assets under administration$3.8B0.0%Market share · rank #2277
Fees received$107,153Median $107,153/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Argus Investors Counsel plan look like?
Service mix · median fees per plan
Count of plans where Argus Investors Counsel ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28
1$107,153
Competitor overlap
Percent of Argus Investors Counsel'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 Argus Investors Counsel.
SponsorFromAssets
Plans lost in 2024
Appeared last year under Argus Investors Counsel; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002
$3.8B71,051$107,1539y1
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 (4)
Raw Schedule C names collapsed into Argus Investors Counsel.
  • ARGUS INV COUNSEL INC
  • ARGUS INV. COUNSEL INC.
  • ARGUS INVESTORS COUNCIL
  • ARGUS INVESTORS COUNSEL
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 Argus Investors Counsel's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit1100.00%0.14%+99.86 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Argus Investors Counsel. 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 Argus Investors Counsel's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
Groom Law Group, Chartered1100.0%
Mooney, Green, Baker & Saidon PC1100.0%
Morgan Lewis & Bockius LLP1100.0%
Steptoe & Johnson1100.0%
Tucker Arensberg1100.0%