Geltrude & Company LLC
auditor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-2 YoYRank #3152 of mapped providers
Assets under administration$209M0.0%Market share · rank #5597
Fees received$27,389Median $7,945/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 Geltrude & Company LLC plan look like?
Service mix · median fees per plan
Count of plans where Geltrude & Company LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 2 | $11,195 | |
Employee (plan sponsor)Code 35 | 1 | $5,000 | |
Securities brokerage commissions and feesCode 71 | 1 | $0 |
Competitor overlap
Percent of Geltrude & Company 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 Geltrude & Company LLC.
| Sponsor | From | Assets |
|---|---|---|
CITY FACILITIES MANAGEMENT (US) LLCFL · 810884780-001 | My Benefits LLC | $45M |
Plans lost in 2024
Appeared last year under Geltrude & Company LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MONTCLAIR RADIOLOGICAL ASSOCIATES, PANJ · 221896362-001 | AllianceBernstein | $18M |
THE HARTZ GROUP, INC.NJ · 222576954-001 | (new plan) | $10M |
20300930-DK-BUTTERFLY-1, INC.NJ · 112250488-001 | (new plan) | $70 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE HARTZ GROUP, INC.NJ · 222576954-002 | $103M | 972 | $11,500 | 10y | - |
WILLIS CONSTRUCTION COMPANY, INC.CA · 942554397-001 | $60M | 141 | $0 | 8y | - |
CITY FACILITIES MANAGEMENT (US) LLCFL · 810884780-001 | $45M | 1,020 | $5,000 | 1y | - |
SPENCER GIFTS LLCNJ · 710878043-001 | $10,889 | 115 | $10,889 | 10y | - |
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 (14)
Raw Schedule C names collapsed into Geltrude & Company LLC.
- CITY FACILITIES MANAGEMENT (US) LLC
- CITY FIDUCIARY GROUP
- CITY INVESTMENT
- CITY OF LONDON INVEST MGMT CO LTD
- CITY OF LONDON, EM
- GELTRUDE
- GELTRUDE & CO
- GELTRUDE & CO.
- GELTRUDE & COMPANY
- GELTRUDE & COMPANY LLC
- GELTRUDE & COMPANY, LLC
- GELTRUDE AND COMPANY LLC.
- GELTRUDE AND COMPANY, LLC
- GELTRUE & COMPANY LLC
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 Geltrude & Company 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 | 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 Geltrude & Company 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 Geltrude & Company 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 |
|---|---|---|
| First Party Administrator | 1 | 25.0% |
| Kestra Advisory Services | 1 | 25.0% |