DESCHUTES INVESTMENT CONSULTING
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19Rank #769 of mapped providers
Assets under administration$1.4B0.0%Market share · rank #3613
Fees received$662,459Median $24,242/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 DESCHUTES INVESTMENT CONSULTING plan look like?
Service mix · median fees per plan
Count of plans where DESCHUTES INVESTMENT CONSULTING ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Participant communication; Direct payment from the plan; Investment advisory (plan); Named fiduciaryCode 27 | 14 | $28,091 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping fees; Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $20,085 | |
Investment management; Direct payment from the planCode 28 | 1 | $72,599 | |
Consulting feesCode 70 | 1 | $58,500 |
Competitor overlap
Percent of DESCHUTES INVESTMENT CONSULTING'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 DESCHUTES INVESTMENT CONSULTING.
| Sponsor | From | Assets |
|---|---|---|
SWANSON GROUP, INC.OR · 930475444-002 | HALL, MACGREGOR | $64M |
Plans lost in 2024
Appeared last year under DESCHUTES INVESTMENT CONSULTING; not this year.
| Sponsor | To | Assets |
|---|---|---|
COHO DISTRIBUTING LLC DBA COLUMBIA DISTRIBUTINGOR · 262863088-002 | MATISSE CAPITAL | $204M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LITHIA MOTORS, INC.OR · 930572810-003 | $1.0B | 30,021 | $58,500 | 5y | 1 |
SWANSON GROUP, INC.OR · 930475444-002 | $64M | 1,025 | $72,599 | 6y | 1 |
RAIN THE GROWTH AGENCYOR · 342021835-001 | $46M | 363 | $50,092 | 9y | - |
CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PCOR · 930682029-334 | $42M | 159 | $42,949 | 7y | 1 |
MCMENAMINS, INC.OR · 930993010-001 | $41M | 2,221 | $68,503 | 10y | 1 |
MOSAIC COMMUNITY HEALTHOR · 931329158-001 | $30M | 583 | $56,708 | 8y | 1 |
OREGON CATHOLIC PRESSOR · 930391556-001 | $28M | 217 | $48,050 | 9y | - |
NORTHWEST ENERGY EFFICIENCY ALLIANCE, INC.OR · 931228867-001 | $25M | 142 | $48,519 | 6y | 1 |
OMEGA MORGAN HOLDINGS INC.OR · 453766278-001 | $21M | 393 | $20,085 | 4y | - |
WOODBURN NURSERY & AZALEAS, INC.OR · 931074688-002 | $19M | 153 | $32,859 | 6y | - |
Flag exposure
78.9%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 (19)
Raw Schedule C names collapsed into DESCHUTES INVESTMENT CONSULTING.
- DESCHUTES INVESTMENT
- DESCHUTES INVESTMENT ADVISORS
- DESCHUTES INVESTMENT ADVISORS, INC.
- DESCHUTES INVESTMENT CONS
- DESCHUTES INVESTMENT CONSULTIN
- DESCHUTES INVESTMENT CONSULTING
- DESCHUTES INVESTMENT CONSULTING LL
- DESCHUTES INVESTMENT CONSULTING LLC
- DESCHUTES INVESTMENT CONSULTING, LL
- DESCHUTES INVESTMENT CONSULTING,LLC
- DESCHUTES INVESTMENTS CONS
- DESCHUTES PORTFOLIO STRATEGIES
- DESCHUTES PORTFOLIO STRATEGIES INC.
- DESCHUTES PORTFOLIO STRATEGIES LLC
- DESCHUTES PORTFOLIO STRATEGY
- DESCHUTES PORTFOLIO STRATEGY L
- DESCHUTES PORTFOLIO STRATEGY LLC
- DESCHUTES PORTFOLIO STRATEGY, LLC
- DESHUTES INVESTMENT CONSULTING 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 DESCHUTES INVESTMENT CONSULTING'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 | 1 | 5.26% | 26.94% | -21.68 pp |
| Late contributions | 3 | 15.79% | 1.71% | +14.08 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 31.58% | 1.76% | +29.82 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 DESCHUTES INVESTMENT CONSULTING. 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).