CONSOLIDATED FINANCIAL MANAGEMENT
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14+1 YoYRank #964 of mapped providers
Assets under administration$7.1B0.0%Market share · rank #1152
Fees received$830,254Median $40,956/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 CONSOLIDATED FINANCIAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where CONSOLIDATED FINANCIAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Consulting feesCode 27 | 8 | $31,986 | |
Direct payment from the plan; Copying and duplicatingCode 36 | 4 | $70,598 | |
Investment advisory (participants)Code 26 | 2 | $32,542 |
Competitor overlap
Percent of CONSOLIDATED FINANCIAL MANAGEMENT'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 CONSOLIDATED FINANCIAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | BAYSIDE CAPITAL, INC. | $3.3B |
CASH BALANCE BOARD OF NFL PLAYER CASH BALANCE PLANMD · 991250131-001 | GROOM LAW GROUP | $127M |
Plans lost in 2024
Appeared last year under CONSOLIDATED FINANCIAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLANMD · 521852902-001 | $4.1B | 11,630 | $254,132 | 3y | - |
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAMMD · 260181656-001 | $2.0B | 7,789 | $48,297 | 2y | - |
CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLANMD · 472135215-001 | $707M | 5,785 | $92,898 | 3y | - |
CASH BALANCE BOARD OF NFL PLAYER CASH BALANCE PLANMD · 991250131-001 | $127M | 1,731 | $26,301 | 1y | - |
NEATON AUTO PRODUCTS MFG., INCORPORATEDOH · 311092812-001 | $46M | 1,224 | $89,524 | 9y | - |
TRANSPORTATION RESEARCH CENTER INC.OH · 311228202-001 | $38M | 478 | $74,696 | 10y | - |
CLEVELAND RESEARCH COMPANY, LLCOH · 204642986-001 | $29M | 145 | $56,497 | 7y | - |
YAMADA NORTH AMERICA, INC.OH · 311240256-001 | $19M | 460 | $36,594 | 10y | - |
MCGREGOR METAL HOLDINGS LLCOH · 874103294-001 | $11M | 311 | $16,665 | 3y | - |
EXHIBIT CONCEPTS, INC.OH · 310938752-001 | $9M | 132 | $27,378 | 5y | - |
Flag exposure
78.6%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 (18)
Raw Schedule C names collapsed into CONSOLIDATED FINANCIAL MANAGEMENT.
- CONSOLIDATED ELECTRICAL DSTRB, INC.
- CONSOLIDATED FINANCIAL
- CONSOLIDATED FINANCIAL GROUP
- CONSOLIDATED FINANCIAL MANAGEMENT
- CONSOLIDATED FINANCIAL MANAGEMENT G
- CONSOLIDATED FINANCIAL MGMT
- CONSOLIDATED FINANCIAL MGMT GROUP
- CONSOLIDATED FINANCIAL MGMT GROUP L
- CONSOLIDATED FINANCIAL MGMT GRP LLC
- CONSOLIDATED FINANCIAL MGT GROUP LL
- CONSOLIDATED GRAPHIC COMMUNICATIONS
- CONSOLIDATED GRAPHICS, INC.
- CONSOLIDATED INVESTMENT ADVISORS
- CONSOLIDATED INVESTMENT ADVISORS LL
- CONSOLIDATED PRINTING
- CONSOLIDATED SECURITIES
- CONSOLIDATED SOLUTIONS
- CONSOLIDATED TRUST OPERATIONS
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 CONSOLIDATED FINANCIAL MANAGEMENT'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 | 1 | 7.14% | 7.76% | -0.62 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 14.29% | 1.71% | +12.57 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 CONSOLIDATED FINANCIAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).