North Pier Fiduciary Management LLC
advisor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13-2 YoYRank #1180 of mapped providers
Assets under administration$16.7B0.0%Market share · rank #760
Fees received$781,946Median $24,694/planSum across Schedule C direct + indirect
Net wins YoY-18 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 North Pier Fiduciary Management LLC plan look like?
Service mix · median fees per plan
Count of plans where North Pier Fiduciary Management LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 5 | $27,040 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $96,489 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 2 | $18,898 | |
Investment managementCode 28 | 1 | $13,125 | |
Other feesCode 99 | 1 | $24,057 |
Competitor overlap
Percent of North Pier Fiduciary Management LLC'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 North Pier Fiduciary Management LLC.
| Sponsor | From | Assets |
|---|---|---|
DELL INC.TX · 742487834-001 | Financial Engines Advisors LLC | $14.7B |
MCKEE FOODS CORPORATIONTN · 620450611-001 | Charles Schwab | $1.0B |
EMC CORPORATIONMA · 042680009-003 | BNY Mellon | $447M |
AVIENT CORPORATIONOH · 341730488-003 | (new plan) | $344M |
ROSEBURG FOREST PRODUCTS CO.OR · 931240670-002 | Fidelity Investments | $224M |
ROSEBURG FOREST PRODUCTS CO.OR · 931240670-006 | Fidelity Investments | $127M |
CHILDFUND INTERNATIONALVA · 540536100-001 | MetLife | $0 |
Plans lost in 2024
Appeared last year under North Pier Fiduciary Management LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THERMO FISHER SCIENTIFIC, INC.PA · 042209186-001 | Fidelity Investments | $7.5B |
MARS, INCORPORATEDNJ · 221594774-001 | Trust Company of the West | $5.3B |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | Schulte Roth & Zabel LLP | $1.5B |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-002 | Schulte Roth & Zabel LLP | $629M |
SCHWANS SHARED SERVICES, LLCMN · 810572771-001 | Mercer | $571M |
OMNI HOTELS MANAGEMENT CORPORATIONTX · 020325957-005 | Principal | $235M |
SEALED AIR CORPORATIONNC · 650654331-007 | WTW | $111M |
JC HOSPITALITY LLCNV · 824808806-001 | Transamerica | $20M |
THE HOMESTEAD, L.C.TX · 752500327-001 | Principal | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELL INC.TX · 742487834-001 | $14.7B | 58,607 | $153,000 | 1y | 1 |
EMC CORPORATIONMA · 042680009-003 | $447M | 4,725 | $32,500 | 1y | - |
AVIENT CORPORATIONOH · 341730488-003 | $344M | 3,629 | $24,000 | 1y | - |
COX, CASTLE & NICHOLSON LLPCA · 952547124-003 | $270M | 248 | $367,758 | 10y | - |
VIAD CORPAZ · 361169950-002 | $263M | 2,995 | $27,040 | 2y | 1 |
GUNSTER, YOAKLEY & STEWART, P.A.FL · 591450702-006 | $243M | 571 | $22,794 | 2y | - |
ROSEBURG FOREST PRODUCTS CO.OR · 931240670-002 | $224M | 2,181 | $33,000 | 7y | 1 |
ROSEBURG FOREST PRODUCTS CO.OR · 931240670-006 | $127M | 2,068 | $5,000 | 4y | - |
M-AURORA WORLDWIDE (US) LPCA · 952221188-001 | $41M | 491 | $39,977 | 10y | - |
VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEPIA · 420680446-001 | $16M | 454 | $24,057 | 2y | 1 |
Flag exposure
84.6%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 (16)
Raw Schedule C names collapsed into North Pier Fiduciary Management LLC.
- FOSTER
- FOSTER CAPITAL MANAGEMENT
- NORTH PIER
- NORTH PIER FIDUCIARY
- NORTH PIER FIDUCIARY MANAGEMEN
- NORTH PIER FIDUCIARY MANAGEMENT
- NORTH PIER FIDUCIARY MANAGEMENT LL
- NORTH PIER FIDUCIARY MANAGEMENT LLC
- NORTH PIER FIDUCIARY MANAGEMENT, L
- NORTH PIER FIDUCIARY MANAGEMENT, LL
- NORTH PIER FIDUCIARY MANAGEMENT,LLC
- NORTH PIER FIDUCIARY MANAGMENT
- NORTH PIER FIDUCIARY MGMT
- NORTH PIER FIDUCIARY MGMT, LLC
- NORTH PIER FIDUCIARY MGMT.
- NORTH PIER SEARCH CONSULTING
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 North Pier Fiduciary Management LLC'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 | 1 | 7.69% | 7.76% | -0.07 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 15.38% | 1.71% | +13.67 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 15.38% | 1.76% | +13.63 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 North Pier Fiduciary Management LLC. 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 North Pier Fiduciary Management LLC'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 |
|---|---|---|
| Williams Mullen Clark & Dobbins, PC | 1 | 7.7% |