MARK NARDELLA
66 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12Rank #1059 of mapped providers
Assets under administration$7.3B0.0%Market share · rank #1475
Fees received$491,461Median $22,438/planSum across Schedule C direct + indirect
Net wins YoY+14 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 MARK NARDELLA plan look like?
Service mix · median fees per plan
Count of plans where MARK NARDELLA ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan)Code 30 | 7 | $63,789 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 1 | $13,362 | |
Investment advisory (plan)Code 27 | 1 | $11,265 | |
Legal; Direct payment from the planCode 29 | 1 | $20,000 | |
Other fees; Other servicesCode 49 | 1 | $5,250 | |
Other feesCode 99 | 1 | $15,908 |
Competitor overlap
Percent of MARK NARDELLA'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 MARK NARDELLA.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA UNITED FOODCA · 516029925-001 | METROPOLITAN WEST ASSET MANAGEMENT | $928M |
BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUNDNY · 136596940-001 | U.W.M.&M HEALTH & WELFARE FUND | $213M |
UFCW REGIONAL PENSION FUNDNJ · 166062287-074 | ASB CAPITAL MANAGEMENT | $131M |
BOARD OF TRUSTEES OF LOCAL 810 AFFILIATED PENSION PLANNY · 116027518-001 | UNITED WIRE METAL & MAC H&W | $34M |
Plans lost in 2024
Appeared last year under MARK NARDELLA; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $1.0B |
BOARD OF TRUSTEES OF I.A.M. NATIONAL 401(K) FUNDDC · 320443423-003 | WILLIS TOWERS WATSON US LLC | $828M |
TFO TECH COMPANY LTD.OH · 311240705-001 | NEWPORT GROUP, INC. | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $80,355 | 3y | - |
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUNDMA · 046128298-001 | $2.5B | 22,433 | $5,250 | 6y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA UNITED FOODCA · 516029925-001 | $928M | 26,295 | $25,298 | 2y | - |
ISC PLASTERERS & CEMENT MASONS PENSION FUNDIN · 356244876-001 | $349M | 4,903 | $0 | 2y | - |
BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUNDNY · 136596940-001 | $213M | 5,682 | $63,789 | 1y | - |
UFCW REGIONAL PENSION FUNDNJ · 166062287-074 | $131M | 4,197 | $20,000 | 1y | - |
TRUSTEES OF THE I.B.E.W. LOCAL 910 PENSION FUNDNY · 166149240-001 | $81M | 727 | $130,859 | 10y | - |
BOARD OF TRUSTEES ILA LOCAL 1478-2 PENSION FUNDNJ · 222318984-001 | $79M | 1,498 | $100,500 | 4y | - |
ZIFFREN BRITTENHAM LLPCA · 953303328-002 | $68M | 103 | $13,362 | 4y | - |
BOARD OF TRUSTEES OF LOCAL 810 AFFILIATED PENSION PLANNY · 116027518-001 | $34M | 1,442 | $24,875 | 1y | - |
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 (66)
Raw Schedule C names collapsed into MARK NARDELLA.
- MARK A KARCHER
- MARK BROTHERS
- MARK BUCKBERG
- MARK BURNS
- MARK CAPONE
- MARK CARUSO
- MARK CHILDS
- MARK CRANDELL
- MARK D SCHEIDTER
- MARK D. SCHEIDTER
- MARK DAVIS
- MARK DORMAN
- MARK E CLARK, CPA, PSC
- MARK E. BURSON
- MARK ENDRESEN
- MARK F ANGERAME
- MARK FRIEDMAN
- MARK FRITZEN
- MARK GAJOWSKI, II
- MARK GOODMAN
- MARK GREEN
- MARK GUTRICH
- MARK GUTRICH FI401 ADVISORS LLC
- MARK GUTRICH FI401K ADVISORS LLC
- MARK HANSEN
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 MARK NARDELLA'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 MARK NARDELLA. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent