Bellwether Consulting LLC
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #1834 of mapped providers
Assets under administration$18.7B0.0%Market share · rank #706
Fees received$665,565Median $90,000/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 Bellwether Consulting LLC plan look like?
Service mix · median fees per plan
Count of plans where Bellwether Consulting LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $64,500 | |
Consulting feesCode 70 | 2 | $119,283 | |
Investment managementCode 28 | 1 | $19,899 |
Competitor overlap
Percent of Bellwether Consulting 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 Bellwether Consulting LLC.
| Sponsor | From | Assets |
|---|---|---|
ALIXPARTNERS, LLPMI · 383637158-004 | Vanguard | $73M |
MOHAWK FINE PAPERS INC.NY · 146075575-004 | Transamerica | $39M |
Plans lost in 2024
Appeared last year under Bellwether Consulting LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
CRESTLINE HOTELS & RESORTS, LLCVA · 522214429-001 | Cook Street Consulting | $58M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | $12.0B | 44,305 | $258,100 | 10y | - |
NORTHWESTERN MUTUAL LIFE INS.CO.WI · 390509570-003 | $3.3B | 14,379 | $119,283 | 8y | - |
NORTHWESTERN MUTUAL LIFE INS.CO.WI · 390509570-002 | $2.1B | 13,879 | $119,283 | 9y | - |
ADVANCED DRAINAGE SYSTEMS, INC.OH · 510105665-001 | $1.1B | 6,207 | $90,000 | 6y | - |
LAUREATE EDUCATION, INC.FL · 521492296-001 | $171M | 2,484 | $39,000 | 5y | 1 |
ALIXPARTNERS, LLPMI · 383637158-004 | $73M | 190 | $19,899 | 1y | - |
NEWSGUILD OF NEW YORK PUBLISHERS PENSION FUNDNJ · 131881863-001 | $16M | 878 | $20,000 | 9y | - |
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 Bellwether Consulting LLC.
- BELLWETHER CONSULTING
- BELLWETHER CONSULTING INC
- BELLWETHER CONSULTING LL
- BELLWETHER CONSULTING LLC
- BELLWETHER CONSULTING LLP
- BELLWETHER CONSULTING, 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 Bellwether Consulting 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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 1 | 14.29% | 0.14% | +14.15 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Bellwether Consulting 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 Bellwether Consulting 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 |
|---|---|---|
| Levy Ratner P.C. | 1 | 14.3% |
| Sidley Austin LLP | 1 | 14.3% |