The Monroe Vos Consulting Group Inc.
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-9 YoYRank #4567 of mapped providers
Assets under administration$465M0.0%Market share · rank #4691
Fees received$42,101Median $21,051/planSum across Schedule C direct + indirect
Net wins YoY-90 won · 9 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 The Monroe Vos Consulting Group Inc. plan look like?
Service mix · median fees per plan
Count of plans where The Monroe Vos Consulting Group Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Redemption fees; Investment advisory (plan)Code 27 | 1 | $42,101 | |
Other feesCode 99 | 1 | $0 |
Competitor overlap
Percent of The Monroe Vos Consulting Group 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 The Monroe Vos Consulting Group Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under The Monroe Vos Consulting Group Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
MCLANE COMPANY, INC.TX · 741478631-001 | CAPTRUST | $1.4B |
INTEGRIS HEALTH, INC.OK · 731192764-002 | Empower | $957M |
INTEGRIS HEALTH, INC.OK · 731192764-003 | Empower | $254M |
CARRIAGE FUNERAL HOLDINGS, INC.TX · 760339922-001 | CAPTRUST | $91M |
ELMA ELECTRONIC INC.CA · 133276071-001 | Truist Bank | $64M |
DX HOLDING CO., INC.TX · 760268673-002 | Empower | $31M |
THORPE SPECIALTY SERVICES CORPORATIONTX · 453454901-001 | MOSS ADAMS LLP | $26M |
HOME FOR THE FRIENDLESS - HOMELANDPA · 231365148-001 | RKL LLP | $18M |
MEDMIX US HOLDING INC.NH · 863101300-001 | Empower | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTEGRIS HEALTH, INC.OK · 731192764-001 | $423M | 5,696 | $42,101 | 3y | - |
DELMAR SYSTEMS, INC.LA · 943435860-001 | $43M | 147 | $0 | 5y | - |
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 (19)
Raw Schedule C names collapsed into The Monroe Vos Consulting Group Inc..
- FIDELITY MID-CAP STOCK FUND
- FIDELITY MSCI REAL ESTATE INDEX ETF
- FIDELITY NATIONAL INFORMATION SERVI
- FIDELITY NVESTMENTS
- FIDELITY PACIFIC BASIN
- FIDELITY PARTICIPANT ELECTED FEE
- MONROE VOS CONSULTING GROUP
- MONROE VOS CONSULTING GROUP INC
- MONROE VOS CONSULTING GROUP INC.
- MONROE VOS CONSULTING GROUP, INC.
- MONROE VOS CONSULTING INC
- MONROE VOS CONSULTING, INC
- THE MONROE VOS CONSULTING GROU
- THE MONROE VOS CONSULTING GROUP
- THE MONROE VOS CONSULTING GROUP INC
- THE MONROE VOS CONSULTING GROUP, I
- THE MONROE VOS CONSULTING GROUP, IN
- THE MONROE VOS CONSULTING GROUP,INC
- THE MONROE VOSS CONSULTING GRO
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 The Monroe Vos Consulting Group 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 | 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 The Monroe Vos Consulting Group 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 The Monroe Vos Consulting Group 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 |
|---|---|---|
| KPMG | 1 | 50.0% |