Filings through .
PRM Consulting
Matched across 7 name variants in the filings
Analytics
Market position · 2024
Plans served7-2 YoYRank #1846 of mapped providers
Assets under administration$4.5B0.0%Rank #2418 by share of filed assets
Fees received$172,676Median $25,438/planSum across Schedule C direct + indirect
Net wins YoY-21 won - 3 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name PRM Consulting as recordkeeper and list their funds in their filing.
Plans
1
$48.2M in funds
In collective trusts
0%
average plan
In PRM Consulting funds
0%
average plan
In index funds
6%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| TIAA (Nuveen) | 1 |
| Goldman Sachs | 1 |
| MFS (Sun Life) | 1 |
| BlackRock | 1 |
| Vanguard | 1 |
Target-date series
| Series | Plans |
|---|---|
| Nuveen Lifecycle | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.