ALLIANCE PENSION CONSULTANTS, LLC
189 known aliases resolved via the canonical alias map
Market position · 2024
Plans served463+53 YoYRank #61 of mapped providers
Assets under administration$61.3B0.1%Market share · rank #244
Fees received$17MMedian $24,003/planSum across Schedule C direct + indirect
Net wins YoY+52116 won · 64 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 ALLIANCE PENSION CONSULTANTS, LLC plan look like?
Service mix · median fees per plan
Count of plans where ALLIANCE PENSION CONSULTANTS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Investment advisory (plan); Other feesCode 27 | 168 | $29,761 | |
Other services; Direct payment from the plan; Contract Administrator; Other feesCode 13 | 81 | $11,857 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 66 | $29,074 | |
Other feesCode 99 | 24 | $10,000 | |
Investment management; Investment advisory (participants); Investment advisory (plan); Participant communication; Direct payment from the planCode 26 | 20 | $14,934 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan AdministratorCode 14 | 17 | $4,180 | |
Investment advisory (plan); Consulting (general); Insurance brokerage commissions and feesCode 16 | 17 | $30,000 | |
Other services; Other feesCode 49 | 15 | $6,852 |
Competitor overlap
Percent of ALLIANCE PENSION CONSULTANTS, 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 ALLIANCE PENSION CONSULTANTS, LLC.
| Sponsor | From | Assets |
|---|---|---|
MAIMONIDES MEDICAL CENTERNY · 111635081-001 | KELLEY DRYE & WARREN LLP | $1.0B |
AMWINS GROUP, INC.NC · 134009411-001 | STRATEGIC ADVISORS, INC. | $844M |
PAYCOM PAYROLL, LLCOK · 260302465-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $322M |
MERITAGE HOMES CORPORATIONAZ · 860611231-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $210M |
FC COMPASSUS, LLCTN · 472468370-001 | JAMES A. REICHERT | $170M |
CENVEO WORLDWIDE LIMITEDCT · 831681581-001 | GOSSELIN CONSULTING GROUP LLC | $160M |
MOLNLYCKE HEALTH CARE US LLCGA · 542153401-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $152M |
PENSKE MEDIA CORPORATIONCA · 202501010-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $126M |
MERUELO GROUP LLCCA · 901017707-001 | WINDES, INC. | $125M |
BOARD OF TRUSTEES STUDIO MECHANICS LOCAL 476 IATSE RETIREMENIL · 366552588-001 | MESIROW FINANCIAL INVESTMENT MANAGE | $103M |
Plans lost in 2024
Appeared last year under ALLIANCE PENSION CONSULTANTS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
WOODMAN'S FOOD MARKET, INC.WI · 390887447-003 | FORVIS, LLP | $640M |
COWEN INC.NY · 270423711-001 | (new plan) | $322M |
MEDICAL FACULTY ASSOCIATES, INC.DC · 522220700-002 | GROOM LAW GROUP | $302M |
SAVAGE COMPANIESUT · 870387049-001 | THE VANGUARD GROUP, INC. | $301M |
COX, CASTLE & NICHOLSON LLPCA · 952547124-003 | ONEDIGITAL INVESTMENT ADVISORS LLC | $236M |
B & H FOTO & ELECTRONICS CORP.NY · 132768071-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $110M |
CALPORTLAND COMPANYNV · 950597220-001 | K&L GATES | $97M |
TINKER FEDERAL CREDIT UNIONOK · 730560023-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $77M |
GOYA FOODS, INC.NJ · 111983666-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $73M |
NLMK USA PLAN STEERING COMMITTEEPA · 263260636-001 | GLOBAL RETIREMENT PARTNERS LLC | $66M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $53,458 | 10y | 1 |
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $22,484 | 4y | 1 |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $661,764 | 9y | - |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $294,434 | 6y | 1 |
BATTELLE ENERGY ALLIANCE, LLC AND IDAHO ENVIRONMENTAL COALITION, LLCID · 680588324-001 | $2.3B | 8,985 | $263,983 | 9y | 1 |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | $2.2B | 40,310 | $68,601 | 9y | - |
BATTELLE ENERGY ALLIANCE, LLCID · 680588324-002 | $2.1B | 7,462 | $67,290 | 9y | - |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $244,723 | 2y | - |
TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUNDMO · 436032286-001 | $1.9B | 5,891 | $96,445 | 8y | - |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | $1.9B | 184,550 | $101,015 | 6y | - |
Flag exposure
86.2%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 (189)
Raw Schedule C names collapsed into ALLIANCE PENSION CONSULTANTS, LLC.
- A G P / ALLIANCE GLOBAL PARTNERS
- ALLANT INSURANCE SERVICES, INC.
- ALLIANCE
- ALLIANCE ANIMAL HEALTH
- ALLIANCE B.
- ALLIANCE BENEFITS GROUP CONSULTANTS
- ALLIANCE BENFEIT GROUP OF ILLINOIS
- ALLIANCE BENFIT GROUP - NCS
- ALLIANCE CONNECT
- ALLIANCE EXECUTIVE SEARCH LLC
- ALLIANCE FUND II LP
- ALLIANCE FUNDS
- ALLIANCE GLOBAL FUNDS
- ALLIANCE GLOBAL INVESTORS
- ALLIANCE INSURANCE PARTNERS
- ALLIANCE INSURANCE SERVICES, INC.
- ALLIANCE INVESTMENT
- ALLIANCE ONE, LLC
- ALLIANCE PENSION CONSULANTS, LLC
- ALLIANCE PENSION CONSULTANS, LLC
- ALLIANCE PENSION CONSULTANTS
- ALLIANCE PENSION CONSULTANTS LLC
- ALLIANCE PENSION CONSULTANTS, INC.
- ALLIANCE PENSION CONSULTANTS, LLC
- ALLIANCE SANDFORD BERNSTEIN
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 ALLIANCE PENSION CONSULTANTS, 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 | 19 | 4.10% | 7.76% | -3.66 pp |
| Fidelity bond gap | 13 | 2.81% | 26.94% | -24.13 pp |
| Late contributions | 137 | 29.59% | 1.71% | +27.88 pp |
| Failed to provide benefit | 3 | 0.65% | 0.14% | +0.51 pp |
| Corrective distributions | 104 | 22.46% | 1.76% | +20.70 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 ALLIANCE PENSION CONSULTANTS, LLC. Compare to the incumbent market share (0.7%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.7 pp vs incumbent
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).