INFINEX INVESTMENTS INC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-4 YoYRank #3037 of mapped providers
Assets under administration$71M0.0%Market share · rank #7745
Fees received$112,974Median $0/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 INFINEX INVESTMENTS INC plan look like?
Service mix · median fees per plan
Count of plans where INFINEX INVESTMENTS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other commissionsCode 55 | 2 | $0 | |
Investment advisory (plan)Code 27 | 1 | $112,974 |
Competitor overlap
Percent of INFINEX INVESTMENTS INC'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 INFINEX INVESTMENTS INC.
| Sponsor | From | Assets |
|---|---|---|
STANDARD CALIBRATIONS, INC.VA · 541496330-001 | CHOREO LLC | $13M |
Plans lost in 2024
Appeared last year under INFINEX INVESTMENTS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOHNSON & JORDAN, INC.ME · 010466450-003 | AMERIPRISE FINANCIAL SERVICES INC | $42M |
GROSSENBURG IMPLEMENT, INC.SD · 460320279-001 | OSAIC WEALTH INC | $36M |
BARAGA HOUGHTON KEWEENAW CHILD DEVELOPMENT BOARDMI · 382051352-001 | OSAIC WEALTH INC | $6M |
ONSHORE TECHNOLOGY SERVICES, INC.MO · 201241175-001 | STANCORP FINANCIAL GROUP | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HALMAR INTERNATIONAL, LLCNY · 203240608-001 | $44M | 344 | $112,974 | 4y | 2 |
FRANK BRYAN, INC.PA · 250377285-001 | $14M | 136 | $0 | 6y | - |
STANDARD CALIBRATIONS, INC.VA · 541496330-001 | $13M | 148 | $0 | 1y | - |
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 (6)
Raw Schedule C names collapsed into INFINEX INVESTMENTS INC.
- INFINEX FINANCIAL GROUP
- INFINEX INVESTMENTS
- INFINEX INVESTMENTS INC
- INFINEX INVESTMENTS INC.
- INFINEX INVESTMENTS, INC
- INFINEX INVESTMENTS, 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 INFINEX INVESTMENTS INC'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 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 33.33% | 1.76% | +31.57 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 INFINEX INVESTMENTS INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent