MONETARY MANAGEMENT GROUP, INC.
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1694 of mapped providers
Assets under administration$3.7B0.0%Market share · rank #2290
Fees received$561,539Median $34,133/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 MONETARY MANAGEMENT GROUP, INC. plan look like?
Service mix · median fees per plan
Count of plans where MONETARY MANAGEMENT GROUP, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 5 | $60,019 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan); Consulting (general); Investment management; Direct payment from the planCode 16 | 1 | $27,140 | |
Investment advisory (plan)Code 27 | 1 | $19,307 |
Competitor overlap
Percent of MONETARY MANAGEMENT GROUP, INC.'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 MONETARY MANAGEMENT GROUP, INC..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under MONETARY MANAGEMENT GROUP, INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $329,320 | 10y | - |
EMPLOYERS AND LABORERS LOCALS 100 & 397 PENSION FUNDMO · 376085017-001 | $126M | 861 | $60,019 | 9y | - |
EMPLOYERS AND CEMENT MASONS LOCAL 90 PENSION PLANIL · 376060397-001 | $78M | 1,223 | $19,307 | 9y | - |
KEELEY CONSTRUCTION GROUP, INC.MO · 371362018-002 | $36M | 706 | $27,140 | 3y | 1 |
JOINT BOARD OF TRUSTEES OF CERAMIC TILE & MARBLE MASONS UNION 18 OF MOMO · 430913672-001 | $23M | 534 | $73,410 | 10y | - |
THE INNSBROOK CORPORATIONMO · 431214302-002 | $14M | 144 | $18,210 | 2y | - |
TILE FINISHERS LOCAL UNION NO. 18MO · 436144045-001 | $10M | 210 | $34,133 | 9y | - |
Flag exposure
85.7%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 (4)
Raw Schedule C names collapsed into MONETARY MANAGEMENT GROUP, INC..
- MONETARY MANAGEMENT
- MONETARY MANAGEMENT GROUP
- MONETARY MANAGEMENT GROUP, INC
- MONETARY MANAGEMENT GROUP, INC.
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 MONETARY MANAGEMENT GROUP, INC.'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 | 1 | 14.29% | 1.71% | +12.57 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 MONETARY MANAGEMENT GROUP, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent