ASSET STRATEGY CONSULTANTS
39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-15 YoYRank #707 of mapped providers
Assets under administration$10.0B0.0%Market share · rank #1196
Fees received$1MMedian $53,640/planSum across Schedule C direct + indirect
Net wins YoY-151 won · 16 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 ASSET STRATEGY CONSULTANTS plan look like?
Service mix · median fees per plan
Count of plans where ASSET STRATEGY CONSULTANTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Investment advisory (plan)Code 27 | 13 | $60,000 | |
Investment advisory (plan); Consulting (general)Code 16 | 3 | $98,755 | |
Investment management fees paid directly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States); Direct payment from the plan; Investment managementCode 28 | 3 | $45,504 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 2 | $24,672 | |
Investment management fees paid directly by plan; Consulting (pension); Direct payment from the plan; Consulting feesCode 17 | 1 | $123,648 |
Competitor overlap
Percent of ASSET STRATEGY CONSULTANTS'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 ASSET STRATEGY CONSULTANTS.
| Sponsor | From | Assets |
|---|---|---|
ENVESTNET FINANCIAL TECHNOLOGIES, INC.PA · 812162327-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $347M |
Plans lost in 2024
Appeared last year under ASSET STRATEGY CONSULTANTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $733M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-005 | GREAT-WEST LIFE & ANNUITY INSURANCE | $559M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $475M |
DONEGAL MUTUAL INSURANCE COMPANYPA · 231336198-003 | TRANSAMERICA RETIREMENT SOLUTIONS | $173M |
COMMAND ALKON INCORPORATEDOH · 202902185-001 | WAVERLY ADVISORS, LLC | $64M |
IRONMOUNTAIN SOLUTIONS, INC.AL · 263878694-001 | WAVERLY ADVISORS, LLC | $38M |
MT. WASHINGTON PEDIATRIC HOSPITAL, INC.MD · 520591483-004 | GREAT-WEST LIFE & ANNUITY INSURANCE | $34M |
RESTORE THERAPY SERVICES LTDAL · 061727611-001 | WAVERLY ADVISORS, LLC | $33M |
E. A. RENFROE & COMPANY, INC.AL · 582142437-001 | WAVERLY ADVISORS, LLC | $31M |
THOMPSON GRAY, INC.AL · 262948541-001 | WAVERLY ADVISORS, LLC | $17M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DUKE UNIVERSITYNC · 560532129-002 | $2.8B | 40,202 | $72,648 | 8y | 1 |
BJC HEALTH SYSTEMMO · 431617558-333 | $2.7B | 42,843 | $16,667 | 10y | - |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001 | $1.3B | 21,064 | $200,820 | 9y | - |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-002 | $1.1B | 23,721 | $154,574 | 8y | 1 |
IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEESNE · 476061061-002 | $353M | 3,296 | $35,000 | 10y | - |
ENVESTNET FINANCIAL TECHNOLOGIES, INC.PA · 812162327-001 | $347M | 2,298 | $13,000 | 1y | 1 |
PLUMBERS AND STEAMFITTERS LOCAL UNION NO. 33 RETIREMENT TRUSTIA · 426086687-001 | $331M | 2,198 | $96,000 | 10y | - |
IBEW LOCAL UNION NO. 22/NECA JOINT BOARD OF TRUSTEESNE · 476061061-001 | $210M | 2,671 | $60,000 | 10y | - |
CONAGRA BRANDS, INC.NE · 470248710-004 | $195M | 4,486 | $123,648 | 10y | - |
PIKEVILLE MEDICAL CENTER, INC.KY · 610458376-002 | $174M | 3,920 | $98,755 | 3y | - |
Flag exposure
95.5%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 (39)
Raw Schedule C names collapsed into ASSET STRATEGY CONSULTANTS.
- A.M.I. ASSET MANAGEMENT
- ALPHA ASSET CONSULTING LLC
- ASSET ADVISORS
- ASSET ALLOC STRAT LLC
- ASSET ALLOCATION STRATEGIES LLC
- ASSET ALLOCATION STRATEGIES, LLC
- ASSET ALLOCATIONS STRATEGIES
- ASSET ALLOCATIONS STRATEGIES, LLC
- ASSET AVISORS OF AMERICA LLC
- ASSET CONSULTING GROUP
- ASSET CONSULTING GROUP INC.
- ASSET CONSULTING GROUP LLC
- ASSET CONSULTING GROUP, LLC
- ASSET MANAGEMENT CORP
- ASSET MANAGEMENT FEES
- ASSET MANAGEMENT LLC
- ASSET MANAGEMENT TRUST
- ASSET MARK TRUST COMPANY
- ASSET PLANNING GROUP
- ASSET STRATEGY ADVISORS
- ASSET STRATEGY ADVISORS LLC
- ASSET STRATEGY ADVISORS, LLC
- ASSET STRATEGY CONSULTANTS
- ASSET STRATEGY CONSULTANTS LLC
- ASSET STRATEGY CONSULTANTS-BOSTON
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 ASSET STRATEGY CONSULTANTS'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 | 1 | 4.55% | 7.76% | -3.22 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 22.73% | 1.71% | +21.01 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 27.27% | 1.76% | +25.51 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 ASSET STRATEGY CONSULTANTS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent