EVESTMENT ALLIANCE LLC
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29+2 YoYRank #561 of mapped providers
Assets under administration$191.9B0.2%Market share · rank #77
Fees received$608,599Median $14,307/planSum across Schedule C direct + indirect
Net wins YoY+211 won · 9 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 EVESTMENT ALLIANCE LLC plan look like?
Service mix · median fees per plan
Count of plans where EVESTMENT ALLIANCE LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment management; Investment management fees paid indirectly by plan; Consulting (general)Code 16 | 8 | $14,706 | |
Other services; Direct payment from the planCode 49 | 8 | $17,701 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $10,181 | |
Direct payment from the plan; Copying and duplicatingCode 36 | 3 | $16,916 | |
Other fees; Direct payment from the planCode 50 | 3 | $12,887 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $12,186 | |
Consulting feesCode 70 | 1 | $14,000 | |
Other feesCode 99 | 1 | $88,907 |
Competitor overlap
Percent of EVESTMENT ALLIANCE 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 EVESTMENT ALLIANCE LLC.
| Sponsor | From | Assets |
|---|---|---|
THE DOW CHEMICAL COMPANYMI · 381285128-001 | CALYPSO TECHNOLOGY, INC | $10.9B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | JEFFERIES LLC | $5.0B |
XEROX CORPORATIONCT · 160468020-334 | VOYA RETIREMENT INSURANCE & ANNUITY | $4.0B |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | BUCK GLOBAL, LLC | $2.5B |
SOUTHERN CALIFORNIA GAS COMPANYCA · 951240705-001 | FRANKLIN TEMPLETON | $2.4B |
XEROX CORPORATIONCT · 160468020-335 | DELOITTE & TOUCHE LLP | $1.5B |
EXELON CORPORATIONIL · 232990190-016 | EVERCORE TRUST COMPANY | $967M |
SAN DIEGO GAS & ELECTRIC COMPANYCA · 951184800-002 | FRANKLIN TEMPLETON | $842M |
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
STAR MANUFACTURING, LLCOH · 813689382-001 | MORGAN STANLEY SMITH BARNEY | $13M |
Plans lost in 2024
Appeared last year under EVESTMENT ALLIANCE LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | DODGE & COX | $57.4B |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | JTK GROUP LLC | $19.1B |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | RFN, INC. | $16.2B |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | SPECTRUM FINANCIAL SERVICES | $15.0B |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | AKSIA LLC | $10.2B |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | FIDELITY INVESTMENTS INSTITUTIONAL | $8.5B |
PARAMOUNT GLOBALNY · 042949533-002 | FINANCIAL ENGINES | $6.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | $29.4B | 119,145 | $11,078 | 9y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $30,205 | 2y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $88,907 | 3y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $28,187 | 9y | - |
ELI LILLY AND COMPANYIN · 350470950-002 | $13.1B | 31,411 | $13,579 | 6y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $16,916 | 2y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $70,481 | 6y | - |
TWDC ENTERPRISES 18 CORP.CA · 954545390-010 | $10.4B | 34,883 | $22,988 | 6y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $13,265 | 2y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $19,464 | 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 (12)
Raw Schedule C names collapsed into EVESTMENT ALLIANCE LLC.
- EVESTMENT
- EVESTMENT ALLIANCE
- EVESTMENT ALLIANCE HOLDINGS
- EVESTMENT ALLIANCE HOLDINGS, INC
- EVESTMENT ALLIANCE LLC
- EVESTMENT ALLIANCE, LLC
- EVESTMENT ALLIANCE,LLC
- EVESTMENT ALLICANCE LLC
- EVESTMENT INC AND SUBSIDIARIES
- EVESTMENT RETIREMENT SOLUTIONS
- EVESTMENT RETIREMENT SOLUTIONS, LLC
- NASDAQ EVESTMENT
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 EVESTMENT ALLIANCE 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 | 1 | 3.45% | 1.71% | +1.73 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 EVESTMENT ALLIANCE 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