EWG Elevate Inc.
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1817 of mapped providers
Assets under administration$16.4B0.0%Market share · rank #824
Fees received$814,671Median $0/planSum across Schedule C direct + indirect
Net wins YoY+04 won · 4 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 EWG Elevate Inc. plan look like?
Service mix · median fees per plan
Count of plans where EWG Elevate Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 4 | $0 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $399,527 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $15,617 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of EWG Elevate 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 EWG Elevate Inc..
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | First Republic Investment Management | $6.5B |
BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475NJ · 222351695-004 | Alta Trust Company | $175M |
HUDSON COUNTY MOTORS, INC.NJ · 221421211-001 | (new plan) | $9M |
INFINITY TECHNOLOGY SERVICES, LLCCO · 204331064-002 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under EWG Elevate Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | Brinker Capital Holdings, Inc. | $8.5B |
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-040 | Financial Engines Advisors LLC | $7.0B |
PALO ALTO FOUNDATION MEDICAL GROUP, INC.CA · 510656809-001 | Fidelity Investments | $2.0B |
KUDU DYNAMICSVA · 463357840-001 | AllianceBernstein | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $771,509 | 6y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $27,545 | 1y | 1 |
PRIME HEALTHCARE SERVICES, INC.CA · 330943449-001 | $1.8B | 46,208 | $15,617 | 5y | 2 |
BOARD OF TRUSTEES STEAMFITTERS SURETY FUND LOCAL 475NJ · 222351695-004 | $175M | 1,850 | $0 | 1y | - |
NEXT STEP HEALTHCARE, LLCMA · 263581415-001 | $10M | 1,492 | $0 | 2y | - |
MYCOMPUTERCAREER, INCNC · 352307391-001 | $9M | 650 | $0 | 2y | 2 |
HUDSON COUNTY MOTORS, INC.NJ · 221421211-001 | $9M | 136 | $0 | 1y | - |
INFINITY TECHNOLOGY SERVICES, LLCCO · 204331064-002 | $4M | 158 | $0 | 1y | 1 |
Flag exposure
87.5%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 EWG Elevate Inc..
- CARILLON EAGLE
- CARILLON EAGLE MID CAP
- EWG ELEVATE INC
- EWG ELEVATE 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 EWG Elevate 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 | 1 | 12.50% | 26.94% | -14.44 pp |
| Late contributions | 2 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 50.00% | 1.76% | +48.24 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 EWG Elevate 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 EWG Elevate 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 |
|---|---|---|
| Larry Magarik, Esq. | 1 | 12.5% |
| Lindabury, McCormick, Estabrook & Cooper | 1 | 12.5% |
| Michael Best & Friedrich LLP | 1 | 12.5% |
| Seyfarth Shaw LLP | 1 | 12.5% |