CALVERT
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11Rank #1270 of mapped providers
Assets under administration$187M0.0%Market share · rank #6379
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 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 CALVERT plan look like?
Service mix · median fees per plan
Count of plans where CALVERT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 10 | $0 | |
Investment management fees paid indirectly by plan; Redemption fees; Trustee (bank, trust company, or similar financial institution); Participant loan processing; Recordkeeping fees; Direct payment from the plan; Shareholder servicing fees; Float revenue; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Trustee (directed); Other services; Distribution (12b-1) feesCode 15 | 1 | $0 |
Competitor overlap
Percent of CALVERT'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 CALVERT.
| Sponsor | From | Assets |
|---|---|---|
WHEELER TRUCKING, INC.MI · 383534605-001 | NATIONWIDE | $9M |
LIONEL, LLCNC · 133850060-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $7M |
Plans lost in 2024
Appeared last year under CALVERT; not this year.
| Sponsor | To | Assets |
|---|---|---|
DESERT SANDS PUBLIC CHARTER, INC.CA · 481272886-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $124M |
BOARD OF TRUSTEES AMERICAN RADIO ASSOCIATION INDIVIDUAL ACCOUNT PLANCA · 136161999-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $6M |
PHA AMERICA INCAL · 273279619-001 | ALLSPRING | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ADVANCED SOLUTIONS INTERNATIONAL, INC.TX · 742613824-001 | $40M | 226 | $0 | 3y | - |
ROSE COMPANIES EMPLOYER, LLCOH · 813982831-002 | $36M | 305 | $0 | 6y | 1 |
ENDEAVOR BUSINESS MEDIA, INC.TN · 823781467-001 | $35M | 770 | $0 | 5y | 1 |
HANNON ARMSTRONG CAPITAL LLCMD · 542022685-001 | $35M | 220 | $0 | 2y | 1 |
PENNON ORGANIZATIONPA · 231629016-003 | $12M | 141 | $0 | 5y | - |
WHEELER TRUCKING, INC.MI · 383534605-001 | $9M | 416 | $0 | 1y | 1 |
LIONEL, LLCNC · 133850060-001 | $7M | 163 | $0 | 1y | 1 |
PENNON ORGANIZATIONPA · 231629016-004 | $5M | 139 | $0 | 1y | - |
LORAIN COUNTY COMMUNITY ACTION AGENCYOH · 340968029-001 | $4M | 404 | $0 | 5y | - |
WITF, INC.PA · 230785160-004 | $4M | 148 | $0 | 1y | - |
Flag exposure
81.8%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 (13)
Raw Schedule C names collapsed into CALVERT.
- CALVERT
- CALVERT 52-1233223
- CALVERT FUNDS
- CALVERT GROUP
- CALVERT GROUP LTD
- CALVERT INVESTMENT MANAGEMENT INC
- CALVERT INVESTMENT MANAGEMENT INC.
- CALVERT INVESTMENT MANAGEMENT, INC.
- CALVERT RESEARCH AND
- CALVERT RESEARCH AND MANAGEMENT
- CALVERT SMALL
- CALVERT SOCIAL INDEX I
- CLAVERT
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 CALVERT'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 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 1 | 9.09% | 26.94% | -17.85 pp |
| Late contributions | 2 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 36.36% | 1.76% | +34.61 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 CALVERT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent