DORSA CONSULTING SERVICES
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-6 YoYRank #4245 of mapped providers
Assets under administration$7M0.0%Market share · rank #10524
Fees received$1,450Median $725/planSum across Schedule C direct + indirect
Net wins YoY-60 won · 6 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 DORSA CONSULTING SERVICES plan look like?
Service mix · median fees per plan
Count of plans where DORSA CONSULTING SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract AdministratorCode 13 | 2 | $300 |
Competitor overlap
Percent of DORSA CONSULTING SERVICES'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 DORSA CONSULTING SERVICES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under DORSA CONSULTING SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE MOUNT SINAI HOSPITALNY · 131624096-006 | GREAT-WEST LIFE & ANNUITY INSURANCE | $23M |
KOLCRAFT ENTERPRISES, INC.IL · 363337917-003 | DCS RETIRE, INC. | $8M |
GEORGE WEST MENTAL HEALTH FOUNDATION, INC.GA · 581489941-001 | KESTRA INVESTMENT SERVICES LLC | $8M |
KURZ TRANSFER PRODUCTS, L.P.NC · 232677477-001 | DCS RETIRE, INC. | $5M |
HODGES MANAGEMENT COMPANYGA · 582526790-001 | DCS RETIRE, INC. | $3M |
DELTA GALIL USA, INC.PA · 133272568-003 | DCS RETIRE, INC. | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DIGITAL GRAPES, LLCPA · 481288786-001 | $7M | 299 | $600 | 6y | - |
EVOLVE IP, LLCPA · 208562435-001 | $0 | 233 | $850 | 6y | - |
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 (8)
Raw Schedule C names collapsed into DORSA CONSULTING SERVICES.
- DORSA CONSULTING
- DORSA CONSULTING INC.
- DORSA CONSULTING SERVICES
- DORSA CONSULTING SERVICES INC
- DORSA CONSULTING SERVICES INC.
- DORSA CONSULTING SERVICES, INC
- DORSA CONSULTING SERVICES, INC.
- DORSA CONSULTING, INC.
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 DORSA CONSULTING SERVICES'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 | 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 DORSA CONSULTING SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent