GOLDLEAF PARTNERS
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #1839 of mapped providers
Assets under administration$143M0.0%Market share · rank #6758
Fees received$72,532Median $4,725/planSum across Schedule C direct + indirect
Net wins YoY+12 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 GOLDLEAF PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where GOLDLEAF PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $2,492 | |
Other feesCode 99 | 2 | $25,662 | |
Contract AdministratorCode 13 | 1 | $1,125 | |
Plan AdministratorCode 14 | 1 | $15,100 |
Competitor overlap
Percent of GOLDLEAF PARTNERS'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 GOLDLEAF PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
WEC, INC.MN · 411405153-001 | LINCOLN NATIONAL CORPORATION | $24M |
THE ARC/MERCER, INC.NJ · 223059434-001 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under GOLDLEAF PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
AIR FORCE ACADEMY ATHLETIC CORPORATIONCO · 454331061-001 | MORGAN STANLEY SMITH BARNEY | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MIDWEST LABORATORIES, INC.NE · 470564465-001 | $46M | 363 | $6,135 | 2y | 1 |
TWIN CITIES SPINE CENTERMN · 410990689-002 | $40M | 167 | $1,125 | 6y | - |
WEC, INC.MN · 411405153-001 | $24M | 200 | $3,314 | 6y | 1 |
INSULATION DISTRIBUTORS, INC.MN · 411358695-002 | $23M | 734 | $45,188 | 4y | 1 |
THE ARC/MERCER, INC.NJ · 223059434-001 | $8M | 455 | $15,100 | 1y | - |
MORRIS PACKAGING MINNESOTA, LLCMN · 815103660-001 | $3M | 168 | $1,670 | 4y | - |
Flag exposure
83.3%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 (28)
Raw Schedule C names collapsed into GOLDLEAF PARTNERS.
- GOLDLEAF
- GOLDLEAF PARNTERS
- GOLDLEAF PARNTERS SERVICES, INC.
- GOLDLEAF PARTENRS EMPLOYER SERVICES
- GOLDLEAF PARTENRS ERMPLOYER SERVICE
- GOLDLEAF PARTERS
- GOLDLEAF PARTNER SERVICES
- GOLDLEAF PARTNERS
- GOLDLEAF PARTNERS 45-0514557
- GOLDLEAF PARTNERS D/B/A UNIVERSAL R
- GOLDLEAF PARTNERS EMPLOYER
- GOLDLEAF PARTNERS EMPLOYER SERVICES
- GOLDLEAF PARTNERS EMPLOYER SERVICS,
- GOLDLEAF PARTNERS EMPLOYERS SERVICE
- GOLDLEAF PARTNERS FIDUCIARY SERVICE
- GOLDLEAF PARTNERS INC
- GOLDLEAF PARTNERS SERVICES
- GOLDLEAF PARTNERS SERVICES IN.
- GOLDLEAF PARTNERS SERVICES INC
- GOLDLEAF PARTNERS SERVICES INC DBA
- GOLDLEAF PARTNERS SERVICES INC.
- GOLDLEAF PARTNERS SERVICES INC. DBA
- GOLDLEAF PARTNERS SERVICES, INC
- GOLDLEAF PARTNERS SERVICES, INC.
- GOLDLEAF PARTNERS SERVICES,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 GOLDLEAF PARTNERS'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 | 2 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 16.67% | 1.76% | +14.91 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 GOLDLEAF PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent