CORPORATE FINANCIAL SERVICES, LLC
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #3117 of mapped providers
Assets under administration$2.6B0.0%Market share · rank #8618
Fees received$31,367Median $7,521/planSum across Schedule C direct + indirect
Net wins YoY+00 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 CORPORATE FINANCIAL SERVICES, LLC plan look like?
Service mix · median fees per plan
Count of plans where CORPORATE FINANCIAL SERVICES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Other fees; Accounting (including auditing); Valuation (appraisals, etc.)Code 10 | 1 | $0 | |
Distribution (12b-1) fees; Valuation (appraisals, etc.); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $16,326 | |
Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 1 | $6,607 | |
Participant communication; Distribution (12b-1) fees; Participant loan processing; Valuation (appraisals, etc.); Recordkeeping feesCode 34 | 1 | $8,434 |
Competitor overlap
Percent of CORPORATE FINANCIAL SERVICES, LLC'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 CORPORATE FINANCIAL SERVICES, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CORPORATE FINANCIAL SERVICES, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | $2.6B | 122,833 | $6,607 | 1y | 1 |
MITCHELL COMPANIES, LLCMS · 640917967-001 | $23M | 413 | $8,434 | 10y | 2 |
CHAMPION REHAB RESOURCES, LLCAL · 200477219-001 | $12M | 322 | $0 | 7y | 1 |
GOODWILL INDUSTRIES OF CENTRAL ALABAMA, INC.AL · 630522335-001 | $4M | 371 | $16,326 | 10y | - |
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 (16)
Raw Schedule C names collapsed into CORPORATE FINANCIAL SERVICES, LLC.
- CORPORATE BENEFIT ADMINISRATORS, IN
- CORPORATE BENEFIT ADMINISTRATORS
- CORPORATE BENEFIT ADMINISTRATORS IN
- CORPORATE BENEFIT ADMINISTRATORS,
- CORPORATE BENEFIT ADMINISTRATORS, I
- CORPORATE BENEFIT ADVISORS, INC.
- CORPORATE COMMUNICATIONS GROUP
- CORPORATE ELECTION SERVICES
- CORPORATE ELECTRIC INC
- CORPORATE FINANCIAL SERVICES
- CORPORATE FINANCIAL SERVICES LLC
- CORPORATE FINANCIAL SERVICES, LLC
- CORPORATE HEADQUARTERS
- CORPORATE MAILING SYSTEMS
- CORPORATE TRANSLATION SERVICES, LLC
- THE CORPORATE BENEFITS GROUP, 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 CORPORATE FINANCIAL SERVICES, LLC'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 | 75.00% | 1.71% | +73.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 25.00% | 1.76% | +23.24 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 CORPORATE FINANCIAL SERVICES, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent