JULIE VISINTINE
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-2 YoYRank #4151 of mapped providers
Assets under administration$427M0.0%Market share · rank #5277
Fees received$51,608Median $25,804/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 JULIE VISINTINE plan look like?
Service mix · median fees per plan
Count of plans where JULIE VISINTINE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan)Code 30 | 1 | $46,208 | |
Other feesCode 99 | 1 | $5,400 |
Competitor overlap
Percent of JULIE VISINTINE'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 JULIE VISINTINE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under JULIE VISINTINE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 ANNUITY PLANTX · 742091530-001 | ROBEIN, URANN, SPENCER, PICARD & CA | $15M |
BOARD OF TRUSTEES OF IBEW LOCAL UNION NO. 527 PENSION PLANTX · 746213086-001 | (new plan) | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTEIL · 376053929-001 | $328M | 2,029 | $46,208 | 8y | - |
IBEW LOCAL UNION 305 PENSION PLAN BOARD OF TRUSTEESIN · 350415460-001 | $99M | 967 | $5,400 | 4y | - |
Flag exposure
50.0%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 (16)
Raw Schedule C names collapsed into JULIE VISINTINE.
- JULIE A TORREY
- JULIE CARPENTER
- JULIE D. KOONTZ
- JULIE DONOHUE
- JULIE ELSA VEGA
- JULIE GORDON
- JULIE HAMPTON
- JULIE HARRIS
- JULIE JACKSON
- JULIE KNIGHT
- JULIE KNORR
- JULIE KOONTZ
- JULIE LOFTIN
- JULIE MULVEY
- JULIE PURCELL
- JULIE VISINTINE
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 JULIE VISINTINE'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 | 0 | 0.00% | 1.76% | -1.76 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 JULIE VISINTINE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent