LEEWARD INVESTMENTS, LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3031 of mapped providers
Assets under administration$7.6B0.0%Market share · rank #1444
Fees received$565,785Median $39,355/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 LEEWARD INVESTMENTS, LLC plan look like?
Service mix · median fees per plan
Count of plans where LEEWARD INVESTMENTS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissions; Investment managementCode 28 | 2 | $278,140 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $9,506 |
Competitor overlap
Percent of LEEWARD INVESTMENTS, LLC'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 LEEWARD INVESTMENTS, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under LEEWARD INVESTMENTS, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HARTFORD FIRE INSURANCE COMPANYCT · 060383750-100 | $7.2B | 31,062 | $516,924 | 3y | - |
BLUE CROSS & BLUE SHIELD OF MINNESOTAMN · 410984460-001 | $232M | 4,353 | $39,355 | 3y | - |
MERITER HEALTH SERVICES, INC.WI · 391412318-002 | $192M | 2,555 | $9,506 | 3y | - |
Flag exposure
66.7%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 (3)
Raw Schedule C names collapsed into LEEWARD INVESTMENTS, LLC.
- LEEWARD
- LEEWARD INVESTMENTS LLC
- LEEWARD INVESTMENTS, LLC
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 LEEWARD INVESTMENTS, LLC'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 LEEWARD INVESTMENTS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent