CARNEGIE INVESTMENT COUNSEL
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-2 YoYRank #1111 of mapped providers
Assets under administration$28.3B0.0%Market share · rank #467
Fees received$457,709Median $32,315/planSum across Schedule C direct + indirect
Net wins YoY+01 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 CARNEGIE INVESTMENT COUNSEL plan look like?
Service mix · median fees per plan
Count of plans where CARNEGIE INVESTMENT COUNSEL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other feesCode 99 | 5 | $32,871 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan); Investment managementCode 26 | 4 | $24,489 | |
Investment advisory (plan)Code 27 | 1 | $32,525 |
Competitor overlap
Percent of CARNEGIE INVESTMENT COUNSEL'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 CARNEGIE INVESTMENT COUNSEL.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | FINANCIAL ENGINES | $19.0B |
Plans lost in 2024
Appeared last year under CARNEGIE INVESTMENT COUNSEL; not this year.
| Sponsor | To | Assets |
|---|---|---|
LICKING MEMORIAL HOSPITALOH · 314379519-001 | (new plan) | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $12,970 | 1y | 1 |
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $103,232 | 9y | 1 |
WEIRTON MEDICAL CENTERWV · 550387249-002 | $61M | 1,678 | $116,656 | 10y | - |
WCM PHYSICIANS PRACTICES, LLCWV · 461883875-001 | $25M | 415 | $47,607 | 9y | - |
CONNORS & ASSOCIATES LLC DBA CONNORS GROUPPA · 262369273-001 | $20M | 170 | $32,871 | 3y | - |
BLUEPRINTSPA · 251153028-001 | $9M | 636 | $25,529 | 7y | - |
ZIMMER BIOMET APEX SURGICAL, LLCOH · 454131428-001 | $9M | 154 | $32,525 | 5y | 1 |
THE BRADLEY CENTERPA · 250967464-003 | $8M | 382 | $30,767 | 8y | 1 |
FABRIWELD CORPORATIONOH · 341619873-001 | $8M | 163 | $23,448 | 6y | 1 |
PRIMANTI CORPORATIONPA · 900916427-001 | $6M | 336 | $32,104 | 3y | 2 |
Flag exposure
90.0%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 (14)
Raw Schedule C names collapsed into CARNEGIE INVESTMENT COUNSEL.
- CARNAGIE INVESTMENT COUNCEL
- CARNEGIE
- CARNEGIE ACCOUNTING LLP
- CARNEGIE ACCOUNTING, LLP
- CARNEGIE CAPITAL
- CARNEGIE CAPITAL ASSET
- CARNEGIE CAPITAL ASSET AA76425
- CARNEGIE CAPITAL ASSET MANAGEMENT
- CARNEGIE CAPITAL ASSET MANAGEMENT L
- CARNEGIE CAPITAL ASSET MGMT LLC
- CARNEGIE CAPITAL ASSET MGT
- CARNEGIE FINANCIAL SERVICES
- CARNEGIE INVESTMENT COUNCEL
- CARNEGIE INVESTMENT COUNSEL
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 CARNEGIE INVESTMENT COUNSEL'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 | 3 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 40.00% | 1.76% | +38.24 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 CARNEGIE INVESTMENT COUNSEL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent