Cloudberry Creative Inc.
other5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2605 of mapped providers
Assets under administration$10.9B0.0%Market share · rank #1150
Fees received$501,069Median $35,392/planSum across Schedule C direct + indirect
Net wins YoY-11 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 Cloudberry Creative Inc. plan look like?
Service mix · median fees per plan
Count of plans where Cloudberry Creative Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Consulting fees; Direct payment from the planCode 38 | 5 | $35,392 |
Competitor overlap
Percent of Cloudberry Creative 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 Cloudberry Creative Inc..
| Sponsor | From | Assets |
|---|---|---|
CASH BALANCE BOARD OF NFL PLAYER CASH BALANCE PLANMD · 991250131-001 | Groom Law Group, Chartered | $127M |
Plans lost in 2024
Appeared last year under Cloudberry Creative Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | SPECTRUM FINANCIAL GROUP INC | $15.0B |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | Boyd Watterson Asset Management LLC | $10.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLANMD · 521852902-001 | $4.1B | 11,630 | $35,392 | 8y | - |
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANMD · 136043636-001 | $4.0B | 15,591 | $398,582 | 10y | - |
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAMMD · 260181656-001 | $2.0B | 7,789 | $14,678 | 7y | - |
CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLANMD · 472135215-001 | $707M | 5,785 | $15,731 | 8y | - |
CASH BALANCE BOARD OF NFL PLAYER CASH BALANCE PLANMD · 991250131-001 | $127M | 1,731 | $36,686 | 1y | - |
Flag exposure
80.0%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 (5)
Raw Schedule C names collapsed into Cloudberry Creative Inc..
- BERNSTON PORTER & CO
- BERNSTON PORTER & COMPANY LLC
- CLOUDBERRY CREATIVE INC
- CLOUDBERRY CREATIVE INC.
- CLOUDBERRY CREATIVE, 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 Cloudberry Creative 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 | 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 | 0 | 0.00% | 0.14% | -0.14 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 Cloudberry Creative Inc.. 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 Cloudberry Creative 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 |
|---|---|---|
| Aon | 5 | 100.0% |
| Hartland & Co. | 4 | 80.0% |
| PFM Asset Management | 3 | 60.0% |
| Earnest Partners | 2 | 40.0% |
| GW&K Investment Management LLC | 1 | 20.0% |
| IR+M | 1 | 20.0% |
| Jacobs Levy Equity Management Inc | 1 | 20.0% |
| Linea Solutions | 1 | 20.0% |
| Linscomb Wealth Inc | 1 | 20.0% |
| Linwood Investment Advisors Inc | 1 | 20.0% |