CLEARVIEW GROUP
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-4 YoYRank #1824 of mapped providers
Assets under administration$122M0.0%Market share · rank #6979
Fees received$274,883Median $37,816/planSum across Schedule C direct + indirect
Net wins YoY-40 won · 4 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 CLEARVIEW GROUP plan look like?
Service mix · median fees per plan
Count of plans where CLEARVIEW GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 6 | $37,816 |
Competitor overlap
Percent of CLEARVIEW GROUP'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 CLEARVIEW GROUP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CLEARVIEW GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
PLUMBERS & STEAMFITTERS LOCAL UNION 52AL · 630234457-002 | CARR, RIGGS & INGRAM, LLC | $70M |
CHILTON INVESTMENT COMPANY INC.CT · 352743592-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $25M |
CABI LLCCA · 200571574-003 | PENSIONMARK FINANCIAL GROUP LLC | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CONTITECH USA, LLCSC · 208832176-003 | $105M | 999 | $32,681 | 9y | - |
BRODART CO.PA · 232248758-002 | $18M | 593 | $42,951 | 7y | - |
CONTINENTAL AUTOMOTIVE, INC.SC · 510304065-009 | $0 | 0 | $21,859 | 10y | 1 |
CONTINENTAL AUTOMOTIVE, INC.SC · 510304065-002 | $0 | 0 | $78,887 | 10y | 1 |
CONTINENTAL AUTOMOTIVE, INC.SC · 510304065-004 | $0 | 0 | $93,477 | 10y | 1 |
CONTINENTAL AUTOMOTIVE, INC.SC · 510304065-012 | $0 | 0 | $5,028 | 7y | 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 (10)
Raw Schedule C names collapsed into CLEARVIEW GROUP.
- CLEARVIEW
- CLEARVIEW 401K ADVISERS
- CLEARVIEW 401K CONSULTANTS
- CLEARVIEW 401K CONSULTANTS INC
- CLEARVIEW ADVISOR
- CLEARVIEW ADVISORY
- CLEARVIEW ADVISORY GROUP
- CLEARVIEW GROUP
- CLEARVIEW INVESTMENT RESEARCH
- CLEARVIEW WEALTH ADVISORS LLC
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 CLEARVIEW GROUP'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 | 4 | 66.67% | 7.76% | +58.90 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 CLEARVIEW GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent