INVESTMENT RESEARCH & ADVISORY GROU
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22-1 YoYRank #700 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2374
Fees received$661,865Median $31,276/planSum across Schedule C direct + indirect
Net wins YoY-14 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 INVESTMENT RESEARCH & ADVISORY GROU plan look like?
Service mix · median fees per plan
Count of plans where INVESTMENT RESEARCH & ADVISORY GROU ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 19 | $30,546 | |
Direct payment from the plan; Consulting (general)Code 16 | 2 | $25,288 | |
Investment advisory (participants); Investment managementCode 26 | 1 | $35,000 |
Competitor overlap
Percent of INVESTMENT RESEARCH & ADVISORY GROU'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 INVESTMENT RESEARCH & ADVISORY GROU.
| Sponsor | From | Assets |
|---|---|---|
HEALTH FIRST SHARED SERVICES, INC.FL · 593336894-005 | FIRSTWAVE FINANCIAL | $903M |
ECHOPARK AUTOMOTIVE, INC.NC · 464230940-003 | PRINCIPAL LIFE INSURANCE COMPANY | $41M |
GRAIN CRAFT, LLCTN · 581920393-003 | BMO HARRIS BANK NA | $9M |
ARCET EQUIPMENT COMPANYVA · 540647817-001 | BRINKER CAPITAL | $2M |
Plans lost in 2024
Appeared last year under INVESTMENT RESEARCH & ADVISORY GROU; not this year.
| Sponsor | To | Assets |
|---|---|---|
MATIV HOLDINGS, INC.GA · 621612879-001 | MERCER | $357M |
KEURIG DR PEPPER INC.TX · 980517725-001 | INCOME RESEARCH & MANAGEMENT | $84M |
GRAIN CRAFT, LLCTN · 581920393-004 | PRINCIPAL LIFE INSURANCE COMPANY | $64M |
SELIG ENTERPRISES, INC.GA · 586016800-001 | PRINCIPAL LIFE INSURANCE COMPANY | $42M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HEALTH FIRST SHARED SERVICES, INC.FL · 593336894-005 | $903M | 11,526 | $35,000 | 1y | - |
SONIC AUTOMOTIVE, INC.NC · 562010790-001 | $548M | 9,986 | $52,500 | 10y | 2 |
SSAB ENTERPRISES LLCAL · 753248335-002 | $541M | 1,873 | $56,250 | 2y | - |
SCIENTIFIC GAMES, LLCGA · 872037319-001 | $238M | 2,210 | $44,000 | 2y | 1 |
CINEMARK USA, INC.TX · 752206284-001 | $215M | 9,028 | $20,000 | 10y | - |
ZENITH AMERICAN SOLUTIONS, INC.FL · 521590516-001 | $129M | 1,850 | $40,000 | 4y | - |
INNOSPEC, INC.CO · 980181725-001 | $117M | 955 | $45,000 | 2y | - |
MCLARENS, LLCGA · 510289022-001 | $99M | 938 | $35,000 | 7y | - |
MUNICH AMERICAN REASSURANCE COMPANYGA · 580828824-002 | $94M | 458 | $20,492 | 9y | - |
BURTON + BURTONGA · 580811291-001 | $53M | 304 | $46,894 | 9y | 1 |
Flag exposure
72.7%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 (24)
Raw Schedule C names collapsed into INVESTMENT RESEARCH & ADVISORY GROU.
- INVESTMENT & RESEARCH MGMT, INC.
- INVESTMENT RESEARCH
- INVESTMENT RESEARCH & AD
- INVESTMENT RESEARCH & ADV GROUP
- INVESTMENT RESEARCH & ADV GROUP INC
- INVESTMENT RESEARCH & ADV GRP
- INVESTMENT RESEARCH & ADV. GRP., IN
- INVESTMENT RESEARCH & ADVISORY
- INVESTMENT RESEARCH & ADVISORY GRO
- INVESTMENT RESEARCH & ADVISORY GROU
- INVESTMENT RESEARCH & ADVISORY GRP
- INVESTMENT RESEARCH & ADVISORY GRP.
- INVESTMENT RESEARCH & AVISORY GROUP
- INVESTMENT RESEARCH & MGMT, INC.
- INVESTMENT RESEARCH &ADVISORY GROUP
- INVESTMENT RESEARCH ADV. GROUP
- INVESTMENT RESEARCH ADVI
- INVESTMENT RESEARCH ADVISORY GROUP
- INVESTMENT RESEARCH ADVISORY GRP.
- INVESTMENT RESEARCH AND ADVISORY
- INVESTMENT RESEARCH AND ADVISORY GR
- INVESTMENT RESEARCH AND MANAGEMENT
- INVESTMENT RESEARCH&ADVISORY
- INVESTMENT, RESEARCH & ADVISORY GR
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 INVESTMENT RESEARCH & ADVISORY GROU'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 | 3 | 13.64% | 1.71% | +11.92 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 18.18% | 1.76% | +16.42 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 INVESTMENT RESEARCH & ADVISORY GROU. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent