FR SECURE LLC
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21+6 YoYRank #837 of mapped providers
Assets under administration$18.1B0.0%Market share · rank #736
Fees received$159,705Median $6,279/planSum across Schedule C direct + indirect
Net wins YoY+610 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 FR SECURE LLC plan look like?
Service mix · median fees per plan
Count of plans where FR SECURE LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 11 | $6,279 | |
Other services; Direct payment from the planCode 49 | 6 | $6,170 | |
Consulting feesCode 70 | 2 | $7,813 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $5,865 | |
Direct payment from the plan; Securities brokerageCode 33 | 1 | $8,844 |
Competitor overlap
Percent of FR SECURE 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 FR SECURE LLC.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | American Arbitration Association | $8.0B |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | Blackstone | $2.0B |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | ANGELA ALVEY | $576M |
TRUSTEES OF CONSTRUCTION WORKERS - LAKE COUNTY PENSIONIN · 356030666-001 | SCOTT FREDRICK | $550M |
BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSIONMI · 362882653-001 | Legacy Professionals LLP | $172M |
PLUMBERS & STEAMFITTERS LOCAL 434 LOCAL 434WI · 391905166-001 | (new plan) | $115M |
IBEW 648 PENSION PLANWV · 316134845-001 | Union Service Agency | $80M |
TRUSTEES OF UFCW INT'L UNION-ALBERTSONS VARIABLE ANNUITY PENSIONIL · 853326342-001 | Milliman | $48M |
THE TRUSTEES OF THE CINCINNATI STAGE EMPLOYEES LOCAL 5 PENSION PLANOH · 310329926-001 | Cincinnati Stage Employees Local 5 | $17M |
PLASTERERS LOCAL 1 PENSION PLANOH · 316127284-001 | Cuni, Rust & Strenk, Inc. | $14M |
Plans lost in 2024
Appeared last year under FR SECURE LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | H.I.G. Capital LLC | $3.0B |
BOARD OF TRUSTEES OF THE TWIN CITY FLOOR COVERING INDUSTRY PENSION FUNMN · 416145862-001 | Reinhart Boerner Van Deuren S.C. | $145M |
TRUSTEES OF MINNESOTA CERAMIC TILE AND ALLIED TRADES RETIREMENT FUNDMN · 416059404-002 | Zenith Administrative Services | $41M |
JOINT BOARD OF TRUSTEES OF LOCAL 17MN · 416158573-001 | Wilson McShane Corporation | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $10,625 | 2y | - |
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $22,118 | 2y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $5,000 | 1y | - |
BOARD OF TRUSTEES, DESERT STATES EMPLOYERS & UFCWAZ · 846277982-001 | $1.0B | 55,607 | $8,125 | 2y | - |
TRUSTEES OF CONSTRUCTION WORKERS - LAKE COUNTY PENSIONIN · 356030666-001 | $591M | 6,258 | $7,000 | 2y | - |
BOARD OF TRUSTEES OF GRAPHIC ARTS INDUSTRY JOINT PENSION PLANVA · 521074215-001 | $567M | 8,221 | $8,750 | 2y | - |
BOARD OF TRUSTEES OF THE TWIN CITY IRONWORKERS PENSION FUNDMN · 416084127-001 | $454M | 3,447 | $11,130 | 3y | - |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | $319M | 2,214 | $6,279 | 2y | - |
TRUSTEES OF THE UFCW INTERNATIONAL UNION - INDUSTRY VARIABLE ANNUITY PIL · 853177950-001 | $300M | 51,639 | $6,875 | 1y | - |
TRUSTEES OF PAINTERS AND ALLIED TRADES DC82 DEFINED CONTRIBUTION PENSIMN · 812748532-001 | $272M | 3,694 | $7,880 | 3y | - |
Flag exposure
95.2%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 (9)
Raw Schedule C names collapsed into FR SECURE LLC.
- CHICAGO EQUITY PARTNER LLC
- CHICAGO EQUITY PARTNERS
- CHICAGO EQUITY PARTNERS LLC
- CHICAGO EQUITY PARTNERS, LLC
- FR SECURE
- FR SECURE LLC
- FRSECURE
- FRSECURE LLC
- FRSECURE LLC - CYBER SECURITY RISK
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 FR SECURE 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 | 2 | 9.52% | 1.71% | +7.81 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 FR SECURE 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 FR SECURE 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 |
|---|---|---|
| Reinhart Boerner Van Deuren S.C. | 8 | 38.1% |
| Shumaker Loop & Kendrick LLP | 8 | 38.1% |
| Slevin & Hart PC | 3 | 14.3% |
| Asher Gittler & D'Alba Ltd | 1 | 4.8% |
| Barlow & Coughran, P.S. | 1 | 4.8% |
| Ira F. Jaffe, Esq. | 1 | 4.8% |
| Jacob, Burns, Orlove & Hernandez | 1 | 4.8% |
| Ledbetter & Parisi LLC | 1 | 4.8% |
| LEDBETTER, PARISI & SOLLARS, LLC | 1 | 4.8% |
| McCracken Stemerman & Holsberry LLP | 1 | 4.8% |