Pentegra Retirement Services Inc.
recordkeeper64 known aliases resolved via the canonical alias map
Market position · 2024
Plans served266+26 YoYRank #83 of mapped providers
Assets under administration$25.5B0.0%Market share · rank #558
Fees received$34MMedian $14,429/planSum across Schedule C direct + indirect
Net wins YoY+2275 won · 53 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 Pentegra Retirement Services Inc. plan look like?
Service mix · median fees per plan
Count of plans where Pentegra Retirement Services Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 147 | $13,123 | |
Recordkeeping fees; Plan Administrator; Consulting (pension)Code 14 | 55 | $15,351 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 30 | $11,288 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 12 | $111,901 | |
Recordkeeping feesCode 64 | 6 | $15,072 | |
Other servicesCode 49 | 4 | $7,763 | |
Other feesCode 99 | 4 | $4,220 | |
Direct payment from the planCode 50 | 3 | $14,072 |
Competitor overlap
Percent of Pentegra Retirement Services 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 Pentegra Retirement Services Inc..
| Sponsor | From | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | Morgan Stanley | $6.8B |
GE HEALTHCARE TECHNOLOGIES INC.IL · 882515116-004 | Principal | $659M |
BUTLER UNIVERSITYIN · 350867977-006 | FORVIS | $373M |
OHIO STATE UNIVERSITY PHYSICIANS, INC.OH · 311447726-001 | Nationwide | $183M |
COLUMBIA GRAMMAR AND PREPARATORY SCHOOLNY · 130590970-003 | Empower | $138M |
VIRGINIA ASSOCIATION OF INDEPENDENT SCHOOLSVA · 541080608-333 | TIAA | $110M |
TENNESSEE ASSOCIATION OF INDEPENDENT SCHOOLSTN · 311772278-333 | TIAA | $98M |
THE GOVERNING COMMITTEE OF THE PALMETTO ASSOCIATION OF INDEPENDENT SCHSC · 933810313-333 | TIAA | $97M |
DUCKHORN WINE COMPANYCA · 942345103-001 | Entegra Services Inc | $83M |
EGAN COMPANYMN · 411570195-002 | NFP | $71M |
Plans lost in 2024
Appeared last year under Pentegra Retirement Services Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH ANDOH · 453237183-004 | CWM LLC | $1.0B |
NEW YORK COMMUNITY BANCORP, INC.NY · 061377322-004 | Empower | $545M |
YWCA RETIREMENT FUND, INC.NY · 131624231-001 | CONRAD NEW YORK DOWNTOWN | $387M |
FIRST BANKMO · 430231490-002 | Empower | $184M |
WOODWARD ACADEMY, INC.GA · 580625584-004 | CAP Financial LLC | $121M |
INTUITIVE RESEARCH AND TECHNOLOGY CORPORATIONAL · 752821032-001 | EPIC Retirement Plan Services | $91M |
GRAMMER INC.MI · 411280872-001 | Meaden & Moore | $51M |
BATON ROUGE CARDIOLOGY CENTER, LLCLA · 710916908-005 | NFP | $37M |
PONCE BANKNY · 822922475-003 | Empower | $31M |
TERMINAL RAILROAD ASSOCIATION OF ST. LOUISMO · 436003713-003 | Empower | $27M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $50,000 | 1y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED BENEFIT PLANNY · 135645888-333 | $3.0B | 15,292 | $16M | 10y | - |
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLANNY · 136321489-333 | $2.3B | 45,161 | $9M | 10y | 2 |
THE GOVERNING COMMITTEE OF THE SECTION 403(B) DEFINED CONTRIBUTIONVA · 824833402-333 | $1.3B | 12,255 | $366,697 | 7y | 1 |
GE HEALTHCARE TECHNOLOGIES INC.IL · 882515116-004 | $659M | 10,569 | $19,013 | 1y | - |
IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATIONIA · 421420268-333 | $621M | 5,791 | $184,952 | 3y | 1 |
MSA WORLDWIDE, LLCPA · 464914866-001 | $575M | 4,981 | $11,980 | 5y | - |
THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OFPA · 843430131-333 | $543M | 4,776 | $118,697 | 4y | 1 |
GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSIIL · 200174619-333 | $504M | 4,015 | $83,429 | 2y | 1 |
INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INCIN · 310901001-333 | $481M | 5,622 | $165,488 | 5y | 1 |
Flag exposure
86.5%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 (64)
Raw Schedule C names collapsed into Pentegra Retirement Services Inc..
- GLOBAL ROOFING COMPANY
- GLOBAL RTIREMENT PANTRS L
- GLOBAL SHAREHOLDER SERVICES INC
- GLOBAL SUPPLY SOLUTIONS
- GLOBAL TAX MANAGEMENT
- GLOBAL TEL LINK
- GLOBAL THEMATIC PARTNERS LLC
- GLOBAL THEMATIC PARTNERS, LLC
- GLOBAL TRANSLATION SERVICES
- GLOBAL TRUST ASSET MANAGEMENT LLC
- GLOBAL VIEW CAPITAL MANAGEMENT
- GLOBAL WEALTH ADVISORS, LLC
- GLOBAL WEALTH MANAGEMENT
- GLOBALINK SECURITES INC
- GLOBALLINK SECURITIES INC.
- GLOBALRETIREMET PARNTERS LLC
- GLOBALSCAPE
- GLOBE MACHINE MANUFACTURING
- PENEGRA SERVICES INC.
- PENETEGRA SERVICES INC
- PENTEGRA
- PENTEGRA INSURANCE AGENCY
- PENTEGRA INSURANCE AGENCY, INC.
- PENTEGRA INSURANCE ANGENCY
- PENTEGRA RETIREMENT
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 Pentegra Retirement Services 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 | 11 | 4.14% | 7.76% | -3.63 pp |
| Fidelity bond gap | 4 | 1.50% | 26.94% | -25.44 pp |
| Late contributions | 91 | 34.21% | 1.71% | +32.50 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 26 | 9.77% | 1.76% | +8.02 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 Pentegra Retirement Services Inc.. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Frequent partners by role
Who else shows up on Pentegra Retirement Services 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 |
|---|---|---|
| Two West Capital Advisors | 17 | 6.4% |
| Global Retirement Partners LLC | 14 | 5.3% |
| Millenium Advisory Services Inc | 9 | 3.4% |
| PLANPILOT LLC | 7 | 2.6% |
| PRM Consulting Group | 6 | 2.3% |
| SageView | 6 | 2.3% |
| Trutina Financial | 6 | 2.3% |
| World Investment Advisors LLC | 6 | 2.3% |
| Creative Planning | 5 | 1.9% |
| Morningstar Investment Management | 5 | 1.9% |
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).