Multinomah Group, Inc.
advisor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served65+6 YoYRank #308 of mapped providers
Assets under administration$18.5B0.0%Market share · rank #729
Fees received$2MMedian $26,840/planSum across Schedule C direct + indirect
Net wins YoY+610 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 Multinomah Group, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Multinomah Group, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Shareholder servicing fees; Investment advisory (plan)Code 27 | 30 | $26,167 | |
Other services; Consulting (general)Code 16 | 17 | $38,710 | |
Other fees; Investment managementCode 28 | 13 | $26,033 | |
Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Other servicesCode 15 | 2 | $9,306 | |
Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 2 | $65,139 | |
Contract AdministratorCode 13 | 1 | $2,224 |
Competitor overlap
Percent of Multinomah 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 Multinomah Group, Inc..
| Sponsor | From | Assets |
|---|---|---|
SRI INTERNATIONALCA · 941160950-004 | CBIZ | $787M |
SEATTLE UNIVERSITYWA · 910565006-001 | Fidelity Investments | $479M |
WILLAMETTE UNIVERSITYOR · 930386972-002 | B. Riley Wealth Advisors | $212M |
LINFIELD UNIVERSITYOR · 930391586-001 | TIAA | $135M |
NUVISION FEDERAL CREDIT UNIONCA · 951644517-002 | Transamerica | $69M |
STE. MICHELLE WINE ESTATES, LLCWA · 910897041-001 | Fidelity Investments | $51M |
SAN DOMENICO SCHOOLCA · 946080077-001 | Principal | $31M |
SILICON VALLEY COMMUNITY FOUNDATIONCA · 205205488-001 | Principal | $27M |
HOUSTONS, INC.OR · 930457161-001 | ADP | $17M |
THE ALLISON INN & SPA LLCOR · 262292053-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under Multinomah Group, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
DEPAUL UNIVERSITYIL · 362167048-001 | Wealth Management Systems Inc. | $1.2B |
NEKTAR THERAPEUTICSCA · 943134940-001 | Fidelity Investments | $134M |
DOMINICAN UNIVERSITY OF CALIFORNIACA · 941156525-001 | Kavar Capital Partners | $93M |
PIONEER NORTH AMERICA, INC.CA · 953243785-001 | Merrill | $69M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PRECISION CASTPARTS CORP.OR · 930460598-004 | $2.5B | 23,698 | $105,000 | 9y | 2 |
FRED HUTCHINSON CANCER CENTERWA · 911935159-001 | $1.5B | 9,895 | $78,110 | 3y | 1 |
UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCHCO · 840412668-001 | $1.2B | 4,530 | $57,780 | 2y | - |
EL CAMINO HOSPITALCA · 943167314-002 | $976M | 5,783 | $43,578 | 9y | 1 |
UNIVERSITY OF DENVERCO · 840404231-001 | $909M | 9,905 | $73,125 | 10y | - |
SRI INTERNATIONALCA · 941160950-001 | $887M | 4,771 | $64,000 | 10y | 1 |
INSTITUTE FOR DEFENSE ANALYSESVA · 530233247-002 | $875M | 2,843 | $21,538 | 5y | - |
SRI INTERNATIONALCA · 941160950-004 | $787M | 2,994 | $24,500 | 2y | 1 |
INSTITUTE FOR DEFENSE ANALYSESVA · 530233247-003 | $628M | 2,259 | $21,538 | 5y | - |
SEATTLE UNIVERSITYWA · 910565006-001 | $479M | 4,026 | $9,960 | 1y | 1 |
Flag exposure
76.9%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 (15)
Raw Schedule C names collapsed into Multinomah Group, Inc..
- FIONDELLA MILONE AND LASRACINA
- FIONDELLA, MILONE & LASARACINA, LL
- FIONDELLA, MILONE, & LASARACINA LL
- MULTINOMAH GROUP INC
- MULTINOMAH GROUP, INC
- MULTNOMAH
- MULTNOMAH CAPITAL, INC.
- MULTNOMAH GROUP
- MULTNOMAH GROUP INC
- MULTNOMAH GROUP INC.
- MULTNOMAH GROUP LLC
- MULTNOMAH GROUP, INC
- MULTNOMAH GROUP, INC.
- MULTNOMAH GROUPS INC
- MULTNOMAH INVESTMENT 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 Multinomah 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 | 2 | 3.08% | 26.94% | -23.86 pp |
| Late contributions | 21 | 32.31% | 1.71% | +30.59 pp |
| Failed to provide benefit | 1 | 1.54% | 0.14% | +1.40 pp |
| Corrective distributions | 13 | 20.00% | 1.76% | +18.24 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 Multinomah Group, Inc.. 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 Multinomah 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 |
|---|---|---|
| Davis Wright Tremaine LLP | 1 | 1.5% |
| Jackson Lewis P.C. | 1 | 1.5% |
| Kilpatrick Townsend & Stockton LLP | 1 | 1.5% |
| Kutak Rock LLP | 1 | 1.5% |
| Saul Ewing Arnstein & Lehr LLP | 1 | 1.5% |
| Stoel Rives LLP | 1 | 1.5% |
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).