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Plumbers and Pipefitters of Southeast

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14 known aliases resolved via the canonical alias map

Market position · 2024

Plans served3Rank #4099 of mapped providers
Assets under administration$13.9B0.0%Market share · rank #947
Fees received$110,025Median $23,944/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Plumbers and Pipefitters of Southeast plan look like?
Service mix · median fees per plan
Count of plans where Plumbers and Pipefitters of Southeast ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Participant communication; Direct payment from the planCode 38
2$16,757
Other feesCode 99
1$76,511
Competitor overlap
Percent of Plumbers and Pipefitters of Southeast'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 Plumbers and Pipefitters of Southeast.
SponsorFromAssets
Plans lost in 2024
Appeared last year under Plumbers and Pipefitters of Southeast; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003
$9.8B24,880$23,9447y-
NOKIA OF AMERICA CORPORATIONNJ · 223408857-002
$4.0B15,169$9,5708y-
PLUMBERS & PIPEFITTERS OF SOUTAK · 920079204-001
$30M161$76,5119y-
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 (14)
Raw Schedule C names collapsed into Plumbers and Pipefitters of Southeast.
  • GRAPHIC PARTNERS
  • GRAPHIC PARTNERS INC.
  • GRAPHIC RESOURCES PRINTING
  • PLUMBERS & PIPEFITTERS OF SE ALASKA
  • PLUMBERS & PIPEFITTERS OF SOUT
  • PLUMBERS & PIPEFITTERS OF SOUTEASTE
  • PLUMBERS AND PIPEFITTERS OF SE AK
  • PLUMBERS AND PIPEFITTERS OF SE ALAS
  • PLUMBERS AND PIPEFITTERS OF SO. AK
  • PLUMBERS AND PIPEFITTERS OF SOUT
  • PLUMBERS AND PIPEFITTERS OF SOUTHE
  • PLUMBERS AND PIPEFITTERS OF SOUTHEA
  • THE PLUMBERS AND PIPEFITTERS OF SE
  • THE PLUMBERS AND PIPEFITTERS OF SOU
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 Plumbers and Pipefitters of Southeast's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions00.00%1.76%-1.76 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Plumbers and Pipefitters of Southeast. 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 Plumbers and Pipefitters of Southeast's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
Aon266.7%
Curcio Webb, LLC266.7%
Nokia Investment Management266.7%
AllianceBernstein133.3%
AQR Capital Management LLC133.3%
Ares Management133.3%
CEM Benchmarking Inc.133.3%
Cutler Investment Counsel, LLC133.3%
FIAM133.3%
Jacobs Levy Equity Management Inc133.3%