DCS RETIREMENT GROUP, INC.
recordkeeper13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+7 YoYRank #1579 of mapped providers
Assets under administration$332M0.0%Market share · rank #5091
Fees received$497,492Median $11,634/planSum across Schedule C direct + indirect
Net wins YoY+78 won · 1 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 DCS RETIREMENT GROUP, INC. plan look like?
Service mix · median fees per plan
Count of plans where DCS RETIREMENT GROUP, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
ActuarialCode 11 | 4 | $15,549 | |
Contract Administrator; Other feesCode 13 | 4 | $12,179 | |
Other servicesCode 49 | 2 | $2,111 | |
Other feesCode 99 | 1 | $1,499 |
Competitor overlap
Percent of DCS RETIREMENT 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 DCS RETIREMENT GROUP, INC..
| Sponsor | From | Assets |
|---|---|---|
THE MOUNT SINAI HOSPITALNY · 131624096-006 | Dorsa Consulting Services, Inc. | $25M |
KOLCRAFT ENTERPRISES, INC.IL · 363337917-003 | Dorsa Consulting Services, Inc. | $8M |
DIGITAL GRAPES, LLCPA · 481288786-001 | Empower | $7M |
KURZ TRANSFER PRODUCTS, L.P.NC · 232677477-001 | Dorsa Consulting Services, Inc. | $5M |
HODGES MANAGEMENT COMPANYGA · 582526790-001 | Morningstar Investment Management | $3M |
DELTA GALIL USA, INC.PA · 133272568-003 | Dorsa Consulting Services, Inc. | $2M |
EVOLVE IP, LLCPA · 208562435-001 | KATHMERE CAPITAL MANAGEMENT | $0 |
Plans lost in 2024
Appeared last year under DCS RETIREMENT GROUP, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
DORSA CONSULTING SERVICES, INC.GA · 264614358-001 | (new plan) | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLUB MANAGEMENT ASSOCIATION OF AMERICAVA · 530235732-003 | $263M | 8,662 | $401,537 | 10y | 1 |
THE MOUNT SINAI HOSPITALNY · 131624096-006 | $25M | 129 | $10,175 | 1y | - |
GEORGIA LOGISTICS GROUP, INC.GA · 825220638-001 | $12M | 116 | $12,179 | 1y | - |
KOLCRAFT ENTERPRISES, INC.IL · 363337917-003 | $8M | 166 | $4,222 | 2y | - |
DIGITAL GRAPES, LLCPA · 481288786-001 | $7M | 299 | $11,619 | 1y | - |
INSULFAB PLASTICS, INC.SC · 221474026-001 | $6M | 73 | $20,923 | 2y | - |
KURZ TRANSFER PRODUCTS, L.P.NC · 232677477-001 | $5M | 99 | $2,399 | 1y | - |
HODGES MANAGEMENT COMPANYGA · 582526790-001 | $3M | 363 | $0 | 1y | - |
DELTA GALIL USA, INC.PA · 133272568-003 | $2M | 272 | $22,790 | 1y | - |
EVOLVE IP, LLCPA · 208562435-001 | $0 | 233 | $11,648 | 1y | - |
Flag exposure
90.0%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 (13)
Raw Schedule C names collapsed into DCS RETIREMENT GROUP, INC..
- BRAND,/LPL
- BRAND,/UBS
- BRANDEN CHUN
- DCS RETIRE INC.
- DCS RETIRE, INC.
- DCS RETIREMENT GROUP
- DCS RETIREMENT GROUP & ACODCS, INC.
- DCS RETIREMENT GROUP, INC
- DCS RETIREMENT GROUP, INC.
- DCSRETIRE
- DCSRETIRE INC
- DCSRETIRE INC.
- DCSRETIRE, 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 DCS RETIREMENT 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 10.00% | 1.71% | +8.29 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 DCS RETIREMENT GROUP, 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 DCS RETIREMENT 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 |
|---|---|---|
| KATHMERE CAPITAL MANAGEMENT | 3 | 30.0% |
| Dorsa Consulting Services, Inc. | 2 | 20.0% |
| Centric Wealth Management LLC | 1 | 10.0% |
| Everhart Financial Group | 1 | 10.0% |
| Global Retirement Partners LLC | 1 | 10.0% |
| Hobart Private Capital LLC | 1 | 10.0% |
| Morningstar Investment Management | 1 | 10.0% |
| Northwestern Mutual Wealth Management Company | 1 | 10.0% |