NPPG FIDUCIARY SERVICES LLC
trustee5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-2 YoYRank #2423 of mapped providers
Assets under administration$412M0.0%Market share · rank #4822
Fees received$300,559Median $40,829/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 NPPG FIDUCIARY SERVICES LLC plan look like?
Service mix · median fees per plan
Count of plans where NPPG FIDUCIARY SERVICES LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan AdministratorCode 14 | 3 | $63,271 | |
Other feesCode 99 | 2 | $16,425 | |
Contract AdministratorCode 13 | 1 | $43,698 | |
Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping fees; Direct payment from the planCode 15 | 1 | $3,438 |
Competitor overlap
Percent of NPPG FIDUCIARY SERVICES 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 NPPG FIDUCIARY SERVICES LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under NPPG FIDUCIARY SERVICES LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SENIOR LIFESTYLE CORPORATIONIL · 363398105-002 | ADP | $31M |
AEQUOR TECHNOLOGIES, LLCNJ · 223608386-001 | ADP | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EMPLOYER FLEXIBLETX · 274406361-333 | $215M | 13,349 | $132,244 | 3y | 2 |
NATIONAL MARINE MANUFACTURERS ASSOCIATION, INC.IL · 362369301-333 | $136M | 5,065 | $63,271 | 2y | 2 |
APPALACHIAN HARDWOOD MANUFACTURERS, INC.NC · 310202520-333 | $35M | 1,887 | $32,850 | 2y | 2 |
SPORTSCARE INSTITUTE INC.NJ · 223508415-001 | $14M | 371 | $3,438 | 5y | 1 |
PRINT & GRAPHIC COMMUNICAOTN ASSOCINY · 161037029-001 | $11M | 362 | $19,949 | 2y | 1 |
MANAGEMENT SOLUTIONS, INC.CO · 364780191-001 | $0 | 1,747 | $48,807 | 5y | 1 |
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 (5)
Raw Schedule C names collapsed into NPPG FIDUCIARY SERVICES LLC.
- FRANKLIN TEMPLETON INVESTMENT CO.
- NPPG FIDUCIARY SERVICE LLC
- NPPG FIDUCIARY SERVICES
- NPPG FIDUCIARY SERVICES INC
- NPPG FIDUCIARY SERVICES LLC
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 NPPG FIDUCIARY SERVICES 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 4 | 66.67% | 1.71% | +64.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 83.33% | 1.76% | +81.57 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 NPPG FIDUCIARY SERVICES 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 NPPG FIDUCIARY SERVICES 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 |
|---|---|---|
| Pinnacle Financial Services | 5 | 83.3% |
| Creative Planning | 1 | 16.7% |
| Leaf House Financial Advisors | 1 | 16.7% |
| Mesirow Financial | 1 | 16.7% |
| National Professional Planning Group | 1 | 16.7% |