BOARD OF TRUSTEES OF RETIREMENT PRO
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #1623 of mapped providers
Assets under administration$2.5B0.0%Market share · rank #2776
Fees received$74,693Median $6,799/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 BOARD OF TRUSTEES OF RETIREMENT PRO plan look like?
Service mix · median fees per plan
Count of plans where BOARD OF TRUSTEES OF RETIREMENT PRO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (discretionary); Direct payment from the planCode 24 | 7 | $6,799 |
Competitor overlap
Percent of BOARD OF TRUSTEES OF RETIREMENT PRO'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 BOARD OF TRUSTEES OF RETIREMENT PRO.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BOARD OF TRUSTEES OF RETIREMENT PRO; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | LAURIE HAND | $2.0B |
SUMMIT CREDIT UNIONWI · 390230585-011 | CMFG LIFE INSURANCE COMPANY | $106M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CREDIT UNION RETIREMENT PLAN ASSOCIATIONWI · 352491258-333 | $2.1B | 26,851 | $26,892 | 6y | 1 |
CREDIT UNION NATIONAL ASSOCIATION, INC.WI · 237065623-003 | $147M | 445 | $14,675 | 2y | - |
WESTCONSIN CREDIT UNIONWI · 390823125-033 | $78M | 532 | $9,689 | 3y | - |
FOX COMMUNITIES CREDIT UNIONWI · 390738415-033 | $53M | 612 | $6,799 | 2y | 1 |
PHILADELPHIA FEDERAL CREDIT UNIONPA · 231502500-033 | $47M | 341 | $5,898 | 2y | - |
AMC EMPLOYEE BENEFITS COMPANY, LLCIA · 421290173-033 | $42M | 242 | $5,712 | 2y | 1 |
WESTERRA CREDIT UNIONCO · 840188017-033 | $42M | 413 | $5,028 | 2y | 1 |
Flag exposure
100.0%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 (4)
Raw Schedule C names collapsed into BOARD OF TRUSTEES OF RETIREMENT PRO.
- BOARD OF TRUSTEE OF RETIREMENT PROG
- BOARD OF TRUSTEES OF RETIREMENT
- BOARD OF TRUSTEES OF RETIREMENT PRO
- ON BOARD
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 BOARD OF TRUSTEES OF RETIREMENT PRO'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 | 1 | 14.29% | 1.71% | +12.57 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 42.86% | 1.76% | +41.10 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 BOARD OF TRUSTEES OF RETIREMENT PRO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent