AGILIS PARTNERS LLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served41+8 YoYRank #425 of mapped providers
Assets under administration$15.6B0.0%Market share · rank #908
Fees received$6MMedian $84,507/planSum across Schedule C direct + indirect
Net wins YoY+716 won · 9 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 AGILIS PARTNERS LLC plan look like?
Service mix · median fees per plan
Count of plans where AGILIS PARTNERS LLC 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.); Direct payment from the plan; Actuarial; Investment advisory (plan); Investment managementCode 11 | 21 | $150,043 | |
Investment advisory (plan); Consulting (pension); Direct payment from the planCode 17 | 9 | $20,000 | |
Investment management; Investment management fees paid directly by planCode 28 | 5 | $51,103 | |
Investment advisory (plan)Code 27 | 3 | $145,000 | |
Accounting (including auditing)Code 10 | 1 | $11,000 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $15,000 | |
Other services; Direct payment from the planCode 49 | 1 | $11,000 |
Competitor overlap
Percent of AGILIS PARTNERS 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 AGILIS PARTNERS LLC.
| Sponsor | From | Assets |
|---|---|---|
GRAHAM HOLDINGS COMPANYVA · 530182885-009 | WILLIS TOWERS WATSON US LLC | $3.0B |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | PANAGORA ASSET MANAGEMENT | $2.6B |
THE AMERICAN NATIONAL RED CROSSDC · 530196605-001 | AMERICAN REALTY ADVISORS | $1.1B |
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATIONMA · 046035593-333 | T ROWE PRICE RPS INC | $814M |
AGRI-MARK INC.MA · 042704972-002 | STANCORP FINANCIAL GROUP | $116M |
COWLES COMPANYWA · 910420030-001 | BANKERS TRUST COMPANY | $87M |
DONCASTERS, INC.CT · 133491053-001 | CHARLES SCHWAB & CO., INC. | $55M |
RWC, INC.MI · 381222427-002 | HUNTINGTON NATIONAL BANK | $11M |
BRADLEY COMPANY, LLCWI · 390178880-001 | FIDUCIARY MANAGEMENT, INC. | $8M |
NEW ENGLAND AQUARIUM CORPORATIONMA · 042297514-001 | ADP BROKER-DEALER | $5M |
Plans lost in 2024
Appeared last year under AGILIS PARTNERS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
FOOT LOCKER, INC.NY · 133513936-001 | BDO USA, LLP | $367M |
LABORATORY CORPORATION OF AMERICA HOLDINGSNC · 133757370-002 | WILLIS TOWERS WATSON US LLC | $207M |
KADANT INC.MA · 521762325-001 | AGILISPARTNERSLLC | $177M |
CLARKS AMERICAS, INC.MA · 232051236-001 | WILLIS TOWERS WATSON US LLC | $100M |
VIRTUA HEALTHNJ · 223524939-001 | WILLIS TOWERS WATSON US LLC | $97M |
MANITOU AMERICA HOLDING, INC.WI · 822195151-002 | (new plan) | $1M |
NATIONAL OILWELL VARCO, L.P.TX · 760488987-002 | (new plan) | $198,463 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRAVELERS COMPANIES, INC.MN · 410518860-001 | $4.2B | 45,786 | $14,000 | 2y | - |
GRAHAM HOLDINGS COMPANYVA · 530182885-009 | $3.0B | 11,924 | $23,000 | 1y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $194,086 | 1y | - |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-005 | $1.9B | 10,106 | $53,998 | 1y | - |
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATIONMA · 046035593-333 | $814M | 5,036 | $15,000 | 2y | - |
BOARD OF TRUSTEES, MINNEAPOLIS RETAIL MEAT CUTTERSMN · 410905139-001 | $679M | 13,679 | $20,000 | 1y | - |
THE NASSAU COMPANIES OF NEW YORKCT · 061599088-001 | $487M | 3,707 | $30,000 | 4y | - |
REGAL REXNORD CORPORATIONWI · 390875718-009 | $305M | 4,062 | $8,750 | 1y | 1 |
TRUSTEES OF LOCAL 153- GHI PENSION PLANNY · 272148632-001 | $237M | 1,903 | $411,945 | 3y | - |
MACDERMID, INCORPORATEDCT · 060435750-004 | $164M | 2,022 | $206,110 | 3y | - |
Flag exposure
97.6%Market: 89.2%
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 (6)
Raw Schedule C names collapsed into AGILIS PARTNERS LLC.
- AGILIS
- AGILIS LLC
- AGILIS PARNTERS LLC
- AGILIS PARTNERS
- AGILIS PARTNERS LLC
- AGILIS PARTNERS, LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 AGILIS PARTNERS 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 | 6 | 14.63% | 7.76% | +6.87 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 | 2 | 4.88% | 1.76% | +3.12 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 AGILIS PARTNERS LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent