IRON-CO-FID-COMPREHENSIVE
91 known aliases resolved via the canonical alias map
Market position · 2024
Plans served111+8 YoYRank #178 of mapped providers
Assets under administration$11.8B0.0%Market share · rank #1030
Fees received$1MMedian $5,260/planSum across Schedule C direct + indirect
Net wins YoY+847 won · 39 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 IRON-CO-FID-COMPREHENSIVE plan look like?
Service mix · median fees per plan
Count of plans where IRON-CO-FID-COMPREHENSIVE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 29 | $4,212 | |
Recordkeeping fees; Investment advisory (participants)Code 26 | 28 | $4,027 | |
Investment management; Investment advisory (plan)Code 27 | 20 | $7,322 | |
Named fiduciaryCode 31 | 6 | $6,796 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 4 | $5,117 | |
Investment management fees paid directly by planCode 51 | 4 | $6,802 | |
Other servicesCode 49 | 3 | $1,698 | |
Other feesCode 99 | 3 | $1,519 |
Competitor overlap
Percent of IRON-CO-FID-COMPREHENSIVE'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 IRON-CO-FID-COMPREHENSIVE.
| Sponsor | From | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $6.8B |
TRION SOLUTIONS, INC.MI · 461334892-001 | FENNTER MELS TROM AND DOOLING PLC | $107M |
THE COOPER GROUP, INC.AL · 850871337-001 | STRATEGIC ADVISORS, INC. | $102M |
CONSERVICE, LLCUT · 870660875-001 | AMUSSEN HUNSAKER & ASSOCIATES LLC | $68M |
GENTRY LOCKE RAKES & MOORE, LLPVA · 540540718-001 | ACTIVE GRAPHICS, IC. | $48M |
CODILIS & ASSOCIATES, P.C.IL · 363258748-001 | THE VANGUARD GROUP, INC. | $37M |
BOARD OF TRUSTEES - ARIZONA BRICKLAYERS PENSION TRUST FUNDAZ · 516119487-001 | NOVARA, TESIJA & CATENACCI, PLLC | $34M |
COUNTRY-WIDE INSURANCE CO.NY · 131999109-001 | NATIONWIDE | $32M |
EMPLOYEE LIABILITY MANAGEMENT, INC.AL · 631249564-001 | L&L FINANCIAL SERVICES | $26M |
H MART INC.NJ · 263957673-001 | NATIONWIDE | $23M |
Plans lost in 2024
Appeared last year under IRON-CO-FID-COMPREHENSIVE; not this year.
| Sponsor | To | Assets |
|---|---|---|
HYATT CORPORATIONIL · 941649123-005 | MORGAN STANLEY SMITH BARNEY | $2.3B |
HOLDER CONSTRUCTION GROUP, LLCGA · 582535136-001 | NATIONWIDE | $194M |
MISSOURI CARDIOVASCULAR SPECIALISTS, LLPMO · 431566193-001 | NATIONWIDE | $44M |
SHEET METAL WORKERS INTERNATIONAL ASSOC., LOCAL 3NE · 470795205-001 | SECURITIES AMERICA INC | $43M |
FPI MANAGEMENT, INC.CA · 680217638-002 | CW ASSOCIATES | $19M |
DANIEL MARTIN, INC. DBA WILKIE LEXUSPA · 232565019-001 | MASSACHUSETTS MUTUAL LIFE INS. CO. | $17M |
J.V. MANUFACTURING, INC.AR · 710510476-001 | NATIONWIDE | $15M |
NORTHERN HUMAN SERVICES, INC.NH · 020300994-001 | NATIONWIDE | $14M |
VERTICAL COMMUNICATIONS, INC.GA · 860446453-002 | (new plan) | $14M |
LODGING SOLUTIONS, LLC D/B/A ACCOMMODATIONS PLUS INTERNATIONALNY · 134271223-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $7,000 | 1y | - |
KNIGHT HEALTH HOLDINGS LLC D/B/A SCIONHEALTHKY · 871658585-001 | $1.3B | 34,137 | $44,692 | 2y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $15,135 | 9y | - |
BOARD OF TRUSTEES OF WISCONSIN MASONS PENSION FUNDWI · 396185238-001 | $327M | 3,243 | $57,423 | 10y | - |
PINION, LLCKS · 480567703-002 | $126M | 783 | $61,278 | 9y | - |
TRION SOLUTIONS, INC.MI · 461334892-001 | $107M | 8,551 | $6,932 | 1y | - |
THE COOPER GROUP, INC.AL · 850871337-001 | $102M | 1,046 | $113,267 | 1y | - |
IRON WORKERS LOCAL 404PA · 251754959-002 | $75M | 1,114 | $47,884 | 8y | - |
GOLDEN GATE REGIONAL CENTERCA · 942461462-003 | $74M | 456 | $28,177 | 7y | - |
NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND, INC.MA · 043142739-001 | $73M | 361 | $28,372 | 8y | - |
Flag exposure
85.6%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 (91)
Raw Schedule C names collapsed into IRON-CO-FID-COMPREHENSIVE.
- G-IRON ROOFING COMPANY
- INRON-CO-FID-INDEX-COMPREHENSIVE
- IRON
- IRON - CO-FID 3(21)
- IRON - CO-FID-COMPREHENSIVE
- IRON -CO-FID-COMPREHENSIVE
- IRON ADMINISTRATION
- IRON ADMINISTRATION CREATIVE PLANNI
- IRON ADMINISTRATION LLC
- IRON ADMINISTRATION LLC CREATIVE PL
- IRON ADMINISTRATION, LLC
- IRON ADMINSTRATION LLC
- IRON CAPITAL ADVISORS
- IRON CAPITAL ADVISORS INC.
- IRON CAPITAL ADVISORS, INC
- IRON CAPITAL ADVISORS, INC.
- IRON CAPITOL ADVISORS, INC.
- IRON CO
- IRON CO FID
- IRON CO FID - COMPREHENSIVE
- IRON CO FID 3(21)
- IRON CO FID COMPREHENSIVE
- IRON CO FID FLEXIBLE ADV FOUNDATION
- IRON CO FID INDEX COMPREHENSIVE
- IRON CO FID TRADITIONAL
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 IRON-CO-FID-COMPREHENSIVE'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 | 6 | 5.41% | 26.94% | -21.54 pp |
| Late contributions | 35 | 31.53% | 1.71% | +29.82 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 19 | 17.12% | 1.76% | +15.36 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 IRON-CO-FID-COMPREHENSIVE. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).