INSTITUTIONAL INVESTMENT COUNSEL
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+1 YoYRank #1588 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3889
Fees received$287,217Median $18,750/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 INSTITUTIONAL INVESTMENT COUNSEL plan look like?
Service mix · median fees per plan
Count of plans where INSTITUTIONAL INVESTMENT COUNSEL ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 6 | $17,982 | |
Consulting (general); Contract Administrator; Other fees; Direct payment from the planCode 13 | 1 | $17,500 | |
Consulting (general)Code 16 | 1 | $71,000 |
Competitor overlap
Percent of INSTITUTIONAL INVESTMENT COUNSEL'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 INSTITUTIONAL INVESTMENT COUNSEL.
| Sponsor | From | Assets |
|---|---|---|
HERBERT, ROWLAND & GRUBIC, INC.PA · 231609730-001 | INSTITUTIONAL INVESTMENT CONSULTING | $57M |
APOGEE SFS US, LLC.MI · 383133728-006 | PRINCIPAL LIFE INSURANCE COMPANY | $4M |
Plans lost in 2024
Appeared last year under INSTITUTIONAL INVESTMENT COUNSEL; not this year.
| Sponsor | To | Assets |
|---|---|---|
SABIC INNOVATIVE PLASTICS US LLCTX · 331169273-005 | STRATEGIC ADVISORS, INC. | $635M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
APOGEE ENTERPRISES, INC.MN · 410919654-005 | $497M | 4,802 | $75,000 | 4y | - |
ENSIGN SERVICES, INC.CA · 113645368-001 | $374M | 44,562 | $60,000 | 7y | 1 |
PENNANT SERVICES, INC.ID · 833612637-001 | $75M | 7,184 | $71,000 | 3y | 1 |
BURKE & HERBERT BANKVA · 540155785-002 | $68M | 514 | $20,000 | 5y | - |
HERBERT, ROWLAND & GRUBIC, INC.PA · 231609730-001 | $57M | 450 | $17,500 | 2y | - |
TANTUS TECHNOLOGIES, INC.VA · 010715592-001 | $25M | 322 | $13,871 | 6y | - |
VILLAGE FORD, INC.MI · 382391300-001 | $15M | 221 | $13,883 | 6y | - |
APOGEE SFS US, LLC.MI · 383133728-006 | $4M | 150 | $15,963 | 1y | - |
Flag exposure
37.5%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 INSTITUTIONAL INVESTMENT COUNSEL.
- INST INV CONSULTING
- INSTITUTIONAL INV CONS
- INSTITUTIONAL INVENTMENT CONSULTING
- INSTITUTIONAL INVESTMENT
- INSTITUTIONAL INVESTMENT CONSU
- INSTITUTIONAL INVESTMENT CONSULT
- INSTITUTIONAL INVESTMENT CONSULTIN
- INSTITUTIONAL INVESTMENT COUNSEL
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 INSTITUTIONAL INVESTMENT COUNSEL'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 | 2 | 25.00% | 1.76% | +23.24 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 INSTITUTIONAL INVESTMENT COUNSEL. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent