Elliot International Limited
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3392 of mapped providers
Assets under administration$4.1B0.0%Market share · rank #2127
Fees received$499,791Median $71,548/planSum across Schedule C direct + indirect
Net wins YoY-10 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 Elliot International Limited plan look like?
Service mix · median fees per plan
Count of plans where Elliot International Limited ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 3 | $99,758 | |
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $43,337 |
Competitor overlap
Percent of Elliot International Limited'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 Elliot International Limited.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Elliot International Limited; not this year.
| Sponsor | To | Assets |
|---|---|---|
OPEN DOOR FAMILY MEDICAL CENTER, INC.NY · 132813103-002 | Fidelity Investments | $34M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $356,696 | 3y | - |
JOHN MUIR HEALTHCA · 941461843-001 | $630M | 7,089 | $99,758 | 3y | - |
METROPOLITAN OPERA ASSOCIATION, INCNY · 131624087-007 | $265M | 1,641 | $0 | 3y | - |
FPL FOOD, LLCGA · 270100391-021 | $7M | 1,467 | $43,337 | 5y | - |
Flag exposure
75.0%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 Elliot International Limited.
- CABOT LODGE SECURITIES LLC
- CABOT LODGE SECURITIES, LLC
- ELLIOT INTERNATIONAL LIMITED
- ELLIOTT INTERNATIONAL LIMITED
- ELLIOTT INTERNATIONAL LTD
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 Elliot International Limited'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 Elliot International Limited. 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 Elliot International Limited'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 |
|---|---|---|
| Proskauer Rose LLP | 2 | 50.0% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 25.0% |
| Cohen Weiss & Simon LLP | 1 | 25.0% |
| Lipsitz Green Scime Cambria LLP | 1 | 25.0% |
| LOCKE LORD LLP | 1 | 25.0% |