CARL IVKA
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+2 YoYRank #3627 of mapped providers
Assets under administration$23.5B0.0%Market share · rank #849
Fees received$244,650Median $46,975/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 CARL IVKA plan look like?
Service mix · median fees per plan
Count of plans where CARL IVKA ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 2 | $118,637 | |
Trustee (individual)Code 20 | 1 | $7,376 |
Competitor overlap
Percent of CARL IVKA'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 CARL IVKA.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | MITTERA INC | $15.0B |
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUNDOH · 340904419-001 | POLEN CAPITAL | $350M |
Plans lost in 2024
Appeared last year under CARL IVKA; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001 | AMALGAMATED | $1.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $190,299 | 1y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $7,376 | 7y | - |
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUNDOH · 340904419-001 | $350M | 9,142 | $46,975 | 1y | - |
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 (15)
Raw Schedule C names collapsed into CARL IVKA.
- CARL B COOLIDGE
- CARL B. COOLIDGE
- CARL BAKER
- CARL BLACK CHEVROLET BUICK GMC
- CARL COOLIDGE
- CARL E MACOMBER
- CARL FELLHAUER
- CARL GARRAFFO
- CARL IVKA
- CARL MACOMBER
- CARL PECORARO
- CARL R. WILSON
- CARL REFSAL
- CARL WILSON
- CARL. R. WILSON
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 CARL IVKA'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 CARL IVKA. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent