LINSCO/PRIVATE LEDGER CORP
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1215 of mapped providers
Assets under administration$210M0.0%Market share · rank #6204
Fees received$437,443Median $25,099/planSum across Schedule C direct + indirect
Net wins YoY-12 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 LINSCO/PRIVATE LEDGER CORP plan look like?
Service mix · median fees per plan
Count of plans where LINSCO/PRIVATE LEDGER CORP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other commissionsCode 55 | 10 | $18,548 | |
Investment advisory (plan)Code 27 | 1 | $76,579 |
Competitor overlap
Percent of LINSCO/PRIVATE LEDGER CORP'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 LINSCO/PRIVATE LEDGER CORP.
| Sponsor | From | Assets |
|---|---|---|
ARNOLD LUMBER CO.RI · 050365474-001 | ARNOLD & KADJAN | $15M |
KPM ANALYTICS INC.MA · 474847857-001 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under LINSCO/PRIVATE LEDGER CORP; not this year.
| Sponsor | To | Assets |
|---|---|---|
YOUNG CONAWAY STARGATT & TAYLOR, LLPDE · 510082644-001 | LPL FINANCIAL | $116M |
W.B. MOORE COMPANY OF CHARLOTTE, INC.NC · 561818115-001 | LPL FINANCIAL | $8M |
TENOWO, INC.NC · 561752394-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AROTECH CORPORATIONMI · 954302784-002 | $89M | 754 | $116,068 | 5y | - |
OCEAN PROPERTIES LTD.NH · 010333103-007 | $43M | 3,399 | $70,136 | 9y | 1 |
ARNOLD LUMBER CO.RI · 050365474-001 | $15M | 237 | $9,039 | 1y | 1 |
KNIGHTVEST MANAGEMENT, L.L.C.TX · 270878012-001 | $12M | 651 | $51,056 | 2y | - |
UNITED REFRACTORIES CO.PA · 251256814-001 | $11M | 141 | $25,099 | 3y | - |
ORR, INC.TX · 710393216-001 | $10M | 1,489 | $32,642 | 7y | 2 |
JOES STONE CRABS, INC.FL · 590601879-002 | $10M | 394 | $76,579 | 10y | - |
KPM ANALYTICS INC.MA · 474847857-001 | $8M | 134 | $15,687 | 1y | 1 |
ALL CARE PLUS, INC.TN · 562323972-001 | $6M | 2,160 | $21,408 | 4y | 2 |
FRIAR TUX SHOPCA · 953186263-001 | $4M | 294 | $14,834 | 4y | - |
Flag exposure
100.0%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 (15)
Raw Schedule C names collapsed into LINSCO/PRIVATE LEDGER CORP.
- LINSCO
- LINSCO / PRIVATE LEDGER CORPORATION
- LINSCO PRIVATE LEDGE
- LINSCO PRIVATE LEDGER
- LINSCO PRIVATE LEDGER CORP
- LINSCO PRIVATE LEDGER CORPORATION
- LINSCO-PRIVATE LEDGER
- LINSCO-PRIVATE LEDGER 1215
- LINSCO/PRIVATE LEDFER CORP
- LINSCO/PRIVATE LEDGE CORP
- LINSCO/PRIVATE LEDGER
- LINSCO/PRIVATE LEDGER CORP
- LINSCO/PRIVATE LEDGER CORP.
- LINSCO/PRIVATE LEDGER CORPORATION
- LINSCO/PRIVTE LEDGER
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 LINSCO/PRIVATE LEDGER CORP'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 | 1 | 9.09% | 26.94% | -17.85 pp |
| Late contributions | 2 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 36.36% | 1.76% | +34.61 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 LINSCO/PRIVATE LEDGER CORP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent