CLIFTONLARSONALLEN LLP
99 known aliases resolved via the canonical alias map
Market position · 2024
Plans served606+33 YoYRank #50 of mapped providers
Assets under administration$259.2B0.3%Market share · rank #53
Fees received$14MMedian $17,706/planSum across Schedule C direct + indirect
Net wins YoY+28137 won · 109 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 CLIFTONLARSONALLEN LLP plan look like?
Service mix · median fees per plan
Count of plans where CLIFTONLARSONALLEN LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Accounting (including auditing)Code 10 | 518 | $17,862 | |
Other feesCode 99 | 25 | $14,138 | |
Investment advisory (plan); Direct payment from the planCode 27 | 22 | $18,094 | |
Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 11 | $12,500 | |
Investment management; Investment advisory (plan); Investment advisory (participants)Code 26 | 11 | $14,443 | |
Contract AdministratorCode 13 | 4 | $6,682 | |
Consulting (general); Insurance brokerage commissions and feesCode 16 | 3 | $7,969 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 3 | $28,460 |
Competitor overlap
Percent of CLIFTONLARSONALLEN LLP'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 CLIFTONLARSONALLEN LLP.
| Sponsor | From | Assets |
|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | MITCHELL & TITUS, LLP | $10.5B |
PARKER HANNIFIN CORPORATIONOH · 340451060-075 | FIDELITY INVESTMENTS INSTITUTIONAL | $9.0B |
INTEL CORPORATIONCA · 941672743-001 | FID INV INST OPS CO | $7.3B |
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTERNC · 510190238-002 | BUTLER & BURKE LLP | $3.6B |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | BAYSIDE CAPITAL, INC. | $3.3B |
CREDIT UNION RETIREMENT PLAN ASSOCIATIONWI · 352491258-333 | CMFG LIFE INSURANCE COMPANY | $2.1B |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | ABERDEEN ASSET MANAGEMENT, INC. | $1.3B |
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | MITCHELL & TITUS, LLP | $966M |
PANDA RESTAURANT GROUP, INC.CA · 954065005-001 | T ROWE PRICE RPS INC | $610M |
RHEEM MANUFACTURING COMPANYGA · 203928590-002 | CARR, RIGGS & INGRAM, LLC | $469M |
Plans lost in 2024
Appeared last year under CLIFTONLARSONALLEN LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIZENS FINANCIAL GROUP, INC.RI · 050412693-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.9B |
SALT RIVER VALLEY WATER USERS ASSOCIATIONAZ · 860053220-335 | PRUDENTIAL RETIREMENT INSURANCE AND | $2.8B |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401KMN · 411760754-002 | SHUMAKER, LOOP & KENDRICK, LLP | $995M |
MEGGITT-USA, INC.OH · 953639799-001 | (new plan) | $802M |
PACIFICORPOR · 930246090-002 | AON CONSULTING | $789M |
AVISTA CORPORATIONWA · 910462470-003 | THE VANGUARD GROUP, INC. | $751M |
HOMESERVICES OF AMERICA, INCMN · 411945806-010 | MOSS ADAMS LLP | $729M |
PLAN PROFESSIONALS, LLCNJ · 853213245-333 | SERVANT SPIRIT SERVICES LLC | $600M |
STAGWELL GLOBAL LLCDC · 871877859-333 | ANDREWS HOOPER PAVLIK PLC | $595M |
ASCENSION HEALTH DBA ASCENSION HEALTHCAREMO · 311662309-333 | TRANSAMERICA RETIREMENT SOLUTIONS | $587M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 4y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $70,714 | 9y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $64,623 | 9y | - |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $151,827 | 10y | 1 |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $23,625 | 1y | 1 |
PARKER HANNIFIN CORPORATIONOH · 340451060-075 | $9.0B | 42,434 | $33,674 | 1y | 1 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $81,113 | 10y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $88,580 | 10y | 1 |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $80,461 | 10y | - |
INTEL CORPORATIONCA · 941672743-001 | $7.3B | 29,222 | $46,800 | 1y | - |
Flag exposure
84.0%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 (99)
Raw Schedule C names collapsed into CLIFTONLARSONALLEN LLP.
- BTVK, LLP
- CIFTON LARSON ALLEN LLP
- CLFITONLARSON ALLEN LLC
- CLIFFTONLARSONALLEN, LLP
- CLIFTON
- CLIFTON ALLEN
- CLIFTON ARSONALLEN LLP
- CLIFTON CARSON ALLEN LLP
- CLIFTON COMMODITIES
- CLIFTON DEFENSIVE EQUITY FUND
- CLIFTON DEFENSIVE FUND
- CLIFTON GROUP
- CLIFTON GUNDERSON LLP
- CLIFTON LARSEN
- CLIFTON LARSEN ALLEN
- CLIFTON LARSEN ALLEN CPA
- CLIFTON LARSEN ALLEN LLP
- CLIFTON LARSEN ALLEN WEALTH ADVISOR
- CLIFTON LARSNO ALLEN LLP
- CLIFTON LARSON
- CLIFTON LARSON ALLAN LLP
- CLIFTON LARSON ALLEN
- CLIFTON LARSON ALLEN FORMELY SBF
- CLIFTON LARSON ALLEN LLC
- CLIFTON LARSON ALLEN LLP
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 CLIFTONLARSONALLEN LLP'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 | 16 | 2.64% | 7.76% | -5.12 pp |
| Fidelity bond gap | 4 | 0.66% | 26.94% | -26.28 pp |
| Late contributions | 118 | 19.47% | 1.71% | +17.76 pp |
| Failed to provide benefit | 18 | 2.97% | 0.14% | +2.83 pp |
| Corrective distributions | 120 | 19.80% | 1.76% | +18.04 pp |
| Loss discovered | 1 | 0.17% | 0.00% | +0.16 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with CLIFTONLARSONALLEN LLP. Compare to the incumbent market share (0.9%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.9 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).