FIRST INTERSTATE WEALTH MANAGEMENT
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25-3 YoYRank #580 of mapped providers
Assets under administration$903M0.0%Market share · rank #3995
Fees received$1MMedian $25,427/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 FIRST INTERSTATE WEALTH MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where FIRST INTERSTATE WEALTH MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other feesCode 99 | 14 | $25,325 | |
Other fees; Investment advisory (plan)Code 27 | 7 | $34,985 | |
Trustee (bank, trust company, or similar financial institution); Trustee (discretionary); Direct payment from the planCode 21 | 2 | $23,504 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 15 | 1 | $9,295 | |
Trustee (directed)Code 25 | 1 | $137,371 |
Competitor overlap
Percent of FIRST INTERSTATE WEALTH 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 FIRST INTERSTATE WEALTH MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
ANA-FAM, INC.SD · 460450574-001 | (new plan) | $6M |
FIRST DAKOTA TITLE LIMITED PARTNERSHIPSD · 460404904-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $3M |
Plans lost in 2024
Appeared last year under FIRST INTERSTATE WEALTH MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
YOUTH DYNAMICS, INC.MT · 810457323-101 | ALLIED INVESTMENT ADVISORS LLC | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HARNISH GROUP INC.WA · 911978007-001 | $253M | 1,647 | $137,371 | 10y | 1 |
WYOMING MACHINERY COMPANYWY · 870217645-002 | $144M | 979 | $108,519 | 3y | - |
CROWLEY FLECK PLLPMT · 810122795-001 | $110M | 301 | $112,287 | 9y | - |
CUSHING TERRELLMT · 810305543-001 | $92M | 641 | $129,657 | 10y | - |
S&K TECHNOLOGIES, INC.MT · 320189276-002 | $59M | 920 | $9,295 | 9y | 1 |
MONTANA HEALTH NETWORKMT · 810440728-002 | $53M | 1,498 | $90,469 | 3y | 2 |
WYO-BEN, INC.MT · 810291876-002 | $28M | 323 | $40,888 | 6y | - |
MENHOLT AUTOMOTIVE GROUPMT · 810449357-001 | $22M | 527 | $34,817 | 10y | 1 |
LYNCH LIVESTOCKIA · 421081789-001 | $18M | 1,491 | $34,985 | 2y | 1 |
OFTEDAL CONSTRUCTION, INC.MT · 810307943-003 | $13M | 231 | $27,749 | 2y | - |
Flag exposure
88.0%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 (7)
Raw Schedule C names collapsed into FIRST INTERSTATE WEALTH MANAGEMENT.
- FIRST INTERSTATE BANK
- FIRST INTERSTATE BANK OF COMM TRUST
- FIRST INTERSTATE BANK OF COMMERCE
- FIRST INTERSTATE BANK OF COMMERCE T
- FIRST INTERSTATE WEALTH
- FIRST INTERSTATE WEALTH MANAGEMENT
- FIRST INTERSTATE WEALTH MGMT
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 FIRST INTERSTATE WEALTH 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 1 | 4.00% | 26.94% | -22.94 pp |
| Late contributions | 5 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 6 | 24.00% | 1.76% | +22.24 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 FIRST INTERSTATE WEALTH 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).