LCG Associates Inc.
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26+1 YoYRank #716 of mapped providers
Assets under administration$28.0B0.0%Market share · rank #527
Fees received$2MMedian $48,452/planSum across Schedule C direct + indirect
Net wins YoY+04 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 LCG Associates Inc. plan look like?
Service mix · median fees per plan
Count of plans where LCG Associates Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Consulting (pension); Direct payment from the planCode 17 | 9 | $99,098 | |
Investment advisory (plan)Code 27 | 7 | $34,964 | |
Direct payment from the plan; Consulting (general)Code 16 | 6 | $56,158 | |
Investment management; Direct payment from the planCode 28 | 2 | $45,000 | |
Investment management fees paid directly by planCode 51 | 1 | $50,000 | |
Consulting feesCode 70 | 1 | $245,312 |
Competitor overlap
Percent of LCG Associates Inc.'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 LCG Associates Inc..
| Sponsor | From | Assets |
|---|---|---|
MARS, INCORPORATEDNJ · 221594774-003 | Fidelity Investments | $598M |
DUQUESNE LIGHT HOLDINGS, INC.PA · 251598483-006 | Vanguard | $235M |
DUQUESNE LIGHT COMPANYPA · 250451600-007 | Vanguard | $211M |
ACUITY BRANDS, INC.GA · 582632672-067 | Merrill | $17M |
Plans lost in 2024
Appeared last year under LCG Associates Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
ENCOMPASS HEALTH CORPORATIONAL · 630860407-001 | Morgan Stanley | $1.5B |
HANESBRANDS INC.NC · 203552316-401 | McDermott Will & Emery LLP | $665M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NISSAN NORTH AMERICA, INC.TN · 952108010-006 | $4.4B | 21,429 | $84,000 | 10y | 1 |
MARS, INCORPORATEDNJ · 221594774-004 | $3.4B | 20,530 | $17,708 | 6y | 2 |
MARS, INCORPORATEDNJ · 221594774-008 | $2.6B | 66,642 | $54,660 | 4y | 1 |
NORFOLK SOUTHERN CORPORATIONGA · 521188014-001 | $2.5B | 14,020 | $250,000 | 10y | - |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $46,556 | 3y | 1 |
WESTLAKE MANAGEMENT SERVICES, INC.TX · 760321065-004 | $2.0B | 14,231 | $29,000 | 6y | 1 |
NISSAN NORTH AMERICA, INC.TN · 952108010-001 | $1.6B | 10,503 | $99,098 | 10y | - |
REPUBLIC NATIONAL DISTRIBUTING COMPANYGA · 205543506-004 | $1.5B | 14,821 | $91,000 | 4y | 2 |
BOY SCOUTS OF AMERICATX · 221576300-001 | $1.5B | 12,553 | $245,312 | 10y | - |
DUQUESNE LIGHT COMPANYPA · 250451600-001 | $895M | 3,892 | $450,816 | 10y | - |
Flag exposure
92.3%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 LCG Associates Inc..
- EGGHART AND ASSOCIATES, LLC
- EGI FINANCIAL, INC.
- LCG
- LCG ASSOCATES INC.
- LCG ASSOCIATES
- LCG ASSOCIATES INC
- LCG ASSOCIATES INC.
- LCG ASSOCIATES, INC
- LCG ASSOCIATES, INC.
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 LCG Associates Inc.'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 | 8 | 30.77% | 1.71% | +29.06 pp |
| Failed to provide benefit | 2 | 7.69% | 0.14% | +7.55 pp |
| Corrective distributions | 6 | 23.08% | 1.76% | +21.32 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 LCG Associates Inc.. 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 LCG Associates Inc.'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 |
|---|---|---|
| ALSTON & BIRD LLP | 3 | 11.5% |
| Gary A. Nagler & Associates | 2 | 7.7% |
| Ham Langston & Brezina LLP | 2 | 7.7% |
| Frost Brown Todd LLC | 1 | 3.9% |
| Morgan Lewis & Bockius LLP | 1 | 3.9% |
| Thompson Hine | 1 | 3.9% |