PRI Financial Advisors Inc
advisor3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-7 YoYRank #8978 of mapped providers
Assets under administration$19.3B0.0%Market share · rank #703
Fees received$897,826Median $897,826/planSum across Schedule C direct + indirect
Net wins YoY-70 won · 7 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 PRI Financial Advisors Inc plan look like?
Service mix · median fees per plan
Count of plans where PRI Financial Advisors Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant loan processing; Plan Administrator; Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Other services; Direct payment from the planCode 14 | 1 | $897,826 |
Competitor overlap
Percent of PRI Financial Advisors 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 PRI Financial Advisors Inc.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PRI Financial Advisors Inc; not this year.
| Sponsor | To | Assets |
|---|---|---|
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456NJ · 222180156-001 | Empower | $328M |
WELLPATH HOLDINGS, INC.TN · 831316669-001 | Strategic Advisers | $256M |
IATSE LOCAL 8 ANNUITY FUNDPA · 232785557-001 | Empower | $63M |
MIDWEST ANESTHESIA ASSOCIATES, P.A.KS · 480765484-001 | Charles Schwab | $56M |
GENESIS HEALTHCARE SYSTEMOH · 311480941-008 | Empower | $35M |
SHEET METAL WORKERS LO 194 INDUSTRIAL PENSION FUNDPA · 232203610-001 | The McKeogh Company | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | $19.3B | 478,185 | $897,826 | 3y | - |
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 (3)
Raw Schedule C names collapsed into PRI Financial Advisors Inc.
- PRI INVESTMENTS
- PRIAC
- PRINIPAL FINANCIAL ADVISORY
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 PRI Financial Advisors 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 PRI Financial Advisors Inc. 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 PRI Financial Advisors 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 |
|---|---|---|
| Feinberg Dumont & Brennan | 1 | 100.0% |