Groom Law Group, Chartered
attorney25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served106+21 YoYRank #208 of mapped providers
Assets under administration$303.5B0.3%Market share · rank #38
Fees received$15MMedian $52,701/planSum across Schedule C direct + indirect
Net wins YoY+1534 won · 19 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 Groom Law Group, Chartered plan look like?
Service mix · median fees per plan
Count of plans where Groom Law Group, Chartered ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; LegalCode 29 | 101 | $54,643 | |
Other investment fees and expenses; Shareholder servicing fees; Other fees; Investment management; Direct payment from the planCode 28 | 3 | $28,714 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $10,362 | |
Direct payment from the planCode 50 | 1 | $38,253 |
Competitor overlap
Percent of Groom Law Group, Chartered'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 Groom Law Group, Chartered.
| Sponsor | From | Assets |
|---|---|---|
HP INC.TX · 941081436-004 | Alterity Group LLC | $10.3B |
DELTA AIR LINES, INC.GA · 580218548-002 | WTW | $7.3B |
HP INC.TX · 941081436-003 | QDRO CONSULTANTS COMPANY, LLC | $4.6B |
CIGNA HOLDING COMPANYPA · 061059331-001 | Prudential Retirement Insurance & Annuity Co. | $3.8B |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | Vulcan Value Partners LLC | $3.1B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-003 | Graydon Head & Ritchey LLP | $3.1B |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | Prudential Investment Management | $1.6B |
BLACKSTONE ADMINISTRATIVE SERVICES PARTNERSHIP, L.P.NY · 133637000-002 | Fidelity Investments | $923M |
TRUCKING EMPLOYEES OF NORTH JERSEY PENSION FUNDNJ · 226063702-001 | Morgan Stanley | $736M |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUAL ACCOUNT PENSION PLACA · 911160641-002 | CHERYL CRAGG | $708M |
Plans lost in 2024
Appeared last year under Groom Law Group, Chartered; not this year.
| Sponsor | To | Assets |
|---|---|---|
EXXON MOBIL CORPORATIONTX · 135409005-001 | Alight | $12.0B |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | Mercer | $7.7B |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | Townsend Holdings LLC | $1.8B |
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | Goldman Sachs Asset Management | $1.1B |
HESS CORPORATIONTX · 134921002-001 | Fidelity Investments | $1.0B |
CONSOLIDATED ELECTRICAL DISTRIBUTORSTX · 770559191-003 | Fidelity Investments | $961M |
ALVAREZ & MARSAL HOLDINGS, LLCNY · 562409465-001 | T. Rowe Price | $842M |
FULTON FINANCIAL CORPORATIONPA · 232195389-001 | Fulton Bank N.A. | $505M |
WESTCHESTER MEDICAL CENTER ADVANCED PHYSICIAN SERVICES, P.CNY · 264709927-001 | PKF O'Connor Davies | $315M |
HP INC.TX · 941081436-001 | BNY Mellon | $312M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $370,466 | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $60,261 | 3y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $644,677 | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $10,829 | 9y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $96,011 | 9y | - |
BAE SYSTEMS, INC.VA · 223537950-003 | $10.6B | 58,807 | $524,406 | 9y | - |
TWDC ENTERPRISES 18 CORP.CA · 954545390-010 | $10.4B | 34,883 | $97,648 | 2y | - |
HP INC.TX · 941081436-004 | $10.3B | 36,268 | $22,276 | 1y | 2 |
WARNER BROS. DISCOVERY, INC.NY · 352333914-001 | $8.1B | 39,844 | $215,423 | 2y | 1 |
DELTA AIR LINES, INC.GA · 580218548-002 | $7.3B | 81,907 | $10,128 | 2y | - |
Flag exposure
92.5%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 (25)
Raw Schedule C names collapsed into Groom Law Group, Chartered.
- COMMERCE BANK OF ST. LOUIS TRUST
- COMMERCE BANK OF ST. LOUIS TRUST DI
- COMMERCE CASINO
- COMMERCE INSURANCE SERVICES
- COMMERCE INSURANCE SERVICES (MO)
- COMMERCE INSURANCE SERVICES MO
- COMMERCE ST INVST ADVISOR DBA COMM
- COMMERCE STREET INVESTMENT
- GROM LAW GROUP CARTERED
- GROOM
- GROOM LAW
- GROOM LAW CHARTERED
- GROOM LAW FIRM
- GROOM LAW GRIP CHARTERED
- GROOM LAW GROOP, CHARTERED
- GROOM LAW GROUP
- GROOM LAW GROUP CHARTER
- GROOM LAW GROUP CHARTERE
- GROOM LAW GROUP CHARTERED
- GROOM LAW GROUP, CHARTER
- GROOM LAW GROUP, CHARTERED
- GROOM LAW GROUP,CHARTERED
- GROOM LEGAL SERVICES
- THE COMMERCE FUNDS
- THE GROOM LAW GROUP
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 Groom Law Group, Chartered'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 | 1 | 0.94% | 7.76% | -6.82 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 10 | 9.43% | 1.71% | +7.72 pp |
| Failed to provide benefit | 2 | 1.89% | 0.14% | +1.75 pp |
| Corrective distributions | 20 | 18.87% | 1.76% | +17.11 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 Groom Law Group, Chartered. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Groom Law Group, Chartered'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 |
|---|---|---|
| WTW | 26 | 24.5% |
| Aon | 20 | 18.9% |
| Mercer | 20 | 18.9% |
| Loomis Sayles | 12 | 11.3% |
| PIMCO | 12 | 11.3% |
| Strategic Advisers | 8 | 7.5% |
| LSV Asset Management | 7 | 6.6% |
| NISA Investment Advisors | 6 | 5.7% |
| Marsh McLennan | 5 | 4.7% |
| NEPC LLC | 5 | 4.7% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).