IRA GROUP
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1504 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2890
Fees received$265,749Median $38,738/planSum across Schedule C direct + indirect
Net wins YoY+03 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 IRA GROUP plan look like?
Service mix · median fees per plan
Count of plans where IRA GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 5 | $37,879 | |
LegalCode 29 | 1 | $304 | |
Consulting feesCode 70 | 1 | $58,073 | |
Other feesCode 99 | 1 | $40,000 |
Competitor overlap
Percent of IRA GROUP'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 IRA GROUP.
| Sponsor | From | Assets |
|---|---|---|
KENCO MANAGEMENT SERVICES, LLCTN · 261454906-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $161M |
GUNTHER MOTOR COMPANY OF PLANTATION, INC.FL · 591170702-001 | INVESTMENT REASEARCH ADVISORY GROUP | $34M |
THYSSENKRUPP SYSTEM ENGINEERING, INC.MI · 300018348-002 | PLANTE & MORAN, PLLC | $0 |
Plans lost in 2024
Appeared last year under IRA GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
THYSSENKRUPP POLYSIUS NORTH AMERICA, INC.GA · 391858155-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $51M |
C.R.T.S., INC.NC · 561074829-001 | ASCENSUS LLC | $14M |
GRAIN CRAFT, LLCTN · 581920393-003 | INVESTMENT RESEARCH & ADVISORY GROU | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MOHAWK CARPET, LLCGA · 582185429-002 | $912M | 9,382 | $37,879 | 2y | 2 |
RANDSTAD NORTH AMERICAGA · 582426357-002 | $674M | 90,250 | $49,000 | 6y | - |
THYSSENKRUPP NORTH AMERICA, LLCOR · 222393554-002 | $384M | 3,649 | $39,596 | 6y | - |
KENCO MANAGEMENT SERVICES, LLCTN · 261454906-001 | $161M | 8,536 | $58,073 | 1y | 2 |
IMPELLAM NORTH AMERICA SUPPORT SERVICES, INC.GA · 953496539-001 | $92M | 5,201 | $40,000 | 2y | 2 |
GUNTHER MOTOR COMPANY OF PLANTATION, INC.FL · 591170702-001 | $34M | 601 | $34,990 | 1y | 1 |
HEAT & FROST INSULATORS & ASBESTOS WORKERS LOCAL UNION 38PA · 236283938-002 | $24M | 488 | $304 | 5y | - |
THYSSENKRUPP SYSTEM ENGINEERING, INC.MI · 300018348-002 | $0 | 0 | $5,907 | 5y | 1 |
Flag exposure
75.0%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 (8)
Raw Schedule C names collapsed into IRA GROUP.
- IRA GROUP
- IRA GROUP INC
- IRA GROUP INC.
- IRA GROUP, INC
- IRA GROUP, INC.
- IRA H. WEINSTOCK
- IRA WDE SCHACK
- THE IRA GROUP 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 IRA GROUP'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 | 1 | 12.50% | 7.76% | +4.74 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 1 | 12.50% | 0.14% | +12.36 pp |
| Corrective distributions | 4 | 50.00% | 1.76% | +48.24 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 IRA GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent