CINDY PERNA
14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #3421 of mapped providers
Assets under administration$44.9B0.1%Market share · rank #349
Fees received$148,409Median $41,666/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 CINDY PERNA plan look like?
Service mix · median fees per plan
Count of plans where CINDY PERNA 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 | 3 | $47,415 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 1 | $35,916 |
Competitor overlap
Percent of CINDY PERNA'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 CINDY PERNA.
| Sponsor | From | Assets |
|---|---|---|
RTX CORPORATIONCT · 060570975-041 | CBIZ RETIREMENT PLAN SERVICES | $41.6B |
Plans lost in 2024
Appeared last year under CINDY PERNA; not this year.
| Sponsor | To | Assets |
|---|---|---|
DEFINED BENEFIT PLAN OF THE MID-JERSEY TRUCKING INDUSTRY AND TEAMSTERSNJ · 136043977-001 | GROOM LAW GROUP | $332M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RTX CORPORATIONCT · 060570975-041 | $41.6B | 281,638 | $35,916 | 1y | 1 |
BOARD OF TRUSTEES OF CHICAGO PAINTERS AND DECORATORS PENSION FDIL · 516030238-001 | $1.2B | 6,443 | $48,930 | 1y | - |
BOARD OF TRUSTEES OF THE STEAMSHIP TRADE ASSOCIATION OF BALTIMORE,MD · 526036829-001 | $1.1B | 3,382 | $16,148 | 2y | - |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | $985M | 8,304 | $47,415 | 9y | - |
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 (14)
Raw Schedule C names collapsed into CINDY PERNA.
- CINDY AMIRAULT
- CINDY BLANKENSHIP
- CINDY BOGGESS
- CINDY ECKHOFF
- CINDY FRESAS
- CINDY G. PITESA
- CINDY GUENTHER
- CINDY HOFFMAN
- CINDY LANDEFELD
- CINDY M HOWARD
- CINDY M. HOWARD
- CINDY PERNA
- CINDY RAINEY
- CINDY ROBBINS
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 CINDY PERNA'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 | 25.00% | 1.71% | +23.29 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 CINDY PERNA. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent