iGrad
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #2279 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3004
Fees received$209,494Median $39,250/planSum across Schedule C direct + indirect
Net wins YoY+01 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 iGrad plan look like?
Service mix · median fees per plan
Count of plans where iGrad ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 3 | $50,000 | |
Investment advisory (participants)Code 26 | 1 | $15,100 | |
Named fiduciary; Direct payment from the planCode 31 | 1 | $7,794 | |
Other services; Direct payment from the planCode 49 | 1 | $37,500 |
Competitor overlap
Percent of iGrad'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 iGrad.
| Sponsor | From | Assets |
|---|---|---|
R.D. OFFUTT COMPANYND · 814124511-001 | T. Rowe Price | $592M |
Plans lost in 2024
Appeared last year under iGrad; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRONSON HEALTHCARE GROUP, INC.MI · 382418383-003 | Fidelity Investments | $1.0B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
R.D. OFFUTT COMPANYND · 814124511-001 | $592M | 6,859 | $37,500 | 1y | - |
UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 880 - RETAIL FOODOH · 516031767-001 | $444M | 17,716 | $58,100 | 9y | - |
FIRST SOLAR, INC.OH · 204623678-001 | $361M | 5,081 | $15,100 | 3y | - |
UNITED FOOD & COMMERCIAL WORKERS UNION - EMPLOYER PENSION FUNDOH · 346665155-001 | $325M | 15,714 | $50,000 | 9y | - |
BIG 'I' RETIREMENT SERVICES LLCVA · 463043065-001 | $138M | 857 | $7,794 | 6y | 2 |
UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 880 - MERCANTILEOH · 516031766-001 | $48M | 3,174 | $41,000 | 9y | - |
Flag exposure
66.7%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 (6)
Raw Schedule C names collapsed into iGrad.
- CUNNINGHAM & ASSOCIATES
- IGRAD
- IGRAD INC
- IGRAD INC.
- IGRAD LLC
- IGRAD, 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 iGrad'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 | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 16.67% | 1.76% | +14.91 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 iGrad. 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 iGrad'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 |
|---|---|---|
| Wainblat Law LLC | 3 | 50.0% |
| Fusco Gallagher Porcaro Monroe LLP | 2 | 33.3% |