New England Retirement Consultants
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #2316 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #1730
Fees received$305,327Median $52,426/planSum across Schedule C direct + indirect
Net wins YoY-20 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 New England Retirement Consultants plan look like?
Service mix · median fees per plan
Count of plans where New England Retirement Consultants ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 2 | $57,706 | |
Other fees; Investment advisory (plan)Code 27 | 2 | $34,333 | |
Actuarial; Consulting (pension)Code 11 | 1 | $88,250 | |
Investment management fees paid directly by planCode 51 | 1 | $33,000 |
Competitor overlap
Percent of New England Retirement Consultants'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 New England Retirement Consultants.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under New England Retirement Consultants; not this year.
| Sponsor | To | Assets |
|---|---|---|
TUV RHEINLAND OF NORTH AMERICA, INC.MA · 262797284-001 | World Investment Advisors LLC | $49M |
WISE FOODS, INC.PA · 510370373-002 | Principal | $24M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL MEDICAL CARE, INC.MA · 042835488-002 | $4.4B | 71,611 | $55,412 | 9y | 3 |
EASTERN MAINE HEALTHCARE SYSTEMS D/B/A NORTHERN LIGHT HEALTHME · 010527066-002 | $1.2B | 14,658 | $60,000 | 10y | 1 |
LYCOMING COLLEGEPA · 240795965-001 | $98M | 911 | $33,000 | 7y | - |
GIFFORD HEALTH CARE, INC.VT · 460938716-002 | $74M | 1,270 | $49,439 | 2y | - |
SPRINGFIELD HOSPITALVT · 030179437-001 | $10M | 313 | $88,250 | 5y | - |
TRION INDUSTRIES, INCPA · 112122165-003 | $9M | 296 | $19,226 | 9y | 1 |
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 (7)
Raw Schedule C names collapsed into New England Retirement Consultants.
- FLAIRE PRINT COMMUNICATIONS, INC
- FLAKRON KLLOKOQI
- FLANAGAN MECHANICAL SERVICES, LLC
- NEW ENGLAN RETIREMENT CONSULTANTS
- NEW ENGLAND RET. CONSULTANTS, INC.
- NEW ENGLAND RETIREMENT CONSULTANTS
- NEW ENGLAND RETIREMENT CONSULTANTS,
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 New England Retirement Consultants'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 | 1 | 16.67% | 0.14% | +16.53 pp |
| Corrective distributions | 3 | 50.00% | 1.76% | +48.24 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 New England Retirement Consultants. 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 New England Retirement Consultants'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 |
|---|---|---|
| BerryDunn | 2 | 33.3% |
| Caron & Bletzer, PLLC | 1 | 16.7% |
| WITHUM | 1 | 16.7% |