IR+M
advisor24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16+2 YoYRank #1097 of mapped providers
Assets under administration$30.7B0.0%Market share · rank #467
Fees received$2MMedian $72,584/planSum across Schedule C direct + indirect
Net wins YoY+24 won · 2 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 IR+M plan look like?
Service mix · median fees per plan
Count of plans where IR+M ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 10 | $92,054 | |
Other services; Direct payment from the planCode 49 | 3 | $22,941 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 2 | $22,925 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $143,705 |
Competitor overlap
Percent of IR+M'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 IR+M.
| Sponsor | From | Assets |
|---|---|---|
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANMD · 136043636-001 | Remote IT Solutions | $3.9B |
BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUNDNY · 112480671-001 | Milliman | $364M |
INTERNATIONAL FOUNDATION OF EMPLOYEE BENEFIT PLANS, INC.WI · 391034021-003 | Segal Marco Advisors | $52M |
MAHLE INDUSTRIES, INCORPORATEDMI · 582431334-001 | Wellington Company LLP | $47M |
Plans lost in 2024
Appeared last year under IR+M; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHEET METAL WORKERS LOCAL NO. 124 PENSION PLANOK · 736145795-001 | RBC Capital Markets | $47M |
BLUELINX CORPORATIONGA · 770627351-001 | Baker Tilly US, LLP | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $1M | 9y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $163,249 | 3y | - |
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANMD · 136043636-001 | $4.0B | 15,591 | $209,810 | 2y | - |
CHARTER COMMUNICATIONS, INC.NC · 841496755-001 | $2.3B | 34,730 | $83,958 | 2y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-114 | $2.2B | 38,877 | $143,705 | 7y | - |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-001 | $1.2B | 4,923 | $239,119 | 2y | - |
BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUNDNY · 133073165-002 | $590M | 4,020 | $22,941 | 5y | - |
BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUNDNY · 112480671-001 | $364M | 5,570 | $11,316 | 1y | - |
SCHLAGE LOCK COMPANY LLCIN · 542139412-001 | $228M | 4,376 | $40,679 | 2y | - |
RENSSELAER POLYTECHNIC INSTITUTE C/O CONTROLLERS OFFICENY · 141340095-001 | $221M | 814 | $100,150 | 10y | - |
Flag exposure
100.0%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 (24)
Raw Schedule C names collapsed into IR+M.
- DATA POINT ANALYSIS GROUP LLC
- DATA PROCESSING SOLUTIONS, INC
- DATA PROCESSING SOLUTIONS, INC.
- DATA RESEARCH GROUP
- DATA RESEARCH GROUP CORPORATION
- DATA SPECIALTIES
- IR & M
- IR &M
- IR M
- IR&M
- IR&M CORE BOND FUND LLC
- IR&M CORE FIXED INCOME PORTFOLIO
- IR&M CREDIT
- IR&M INTERMEDIATE FUND LLC
- IR&M LONG CORPORATE
- IR&M LONG CORPORATION
- IR&M LONG GOV'T CREDIT FUND LLC
- IR&M LONG GOVT CREDIT FUND
- IR&M US INTERMEDIATE
- IR+M COLLECTIVE INVESTMENT
- IR+M COLLECTIVE INVESTMENT TRUST
- IR+M INTERMEDIATE CORPORATION
- IR-M
- IRM
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 IR+M'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 IR+M. 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 IR+M'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 |
|---|---|---|
| Proskauer Rose LLP | 3 | 18.8% |
| Colleran O'Hara & Mills LLP | 2 | 12.5% |
| DLA Piper | 1 | 6.3% |
| Groom Law Group, Chartered | 1 | 6.3% |
| K&L Gates LLP | 1 | 6.3% |
| Kauff McGuire & Margolis LLP | 1 | 6.3% |
| Littler Mendelson, P.C. | 1 | 6.3% |
| Morgan Lewis & Bockius LLP | 1 | 6.3% |
| Mullen Coughlin, LLC | 1 | 6.3% |
| Reinhart Boerner Van Deuren S.C. | 1 | 6.3% |