NANCY FERGUSON
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2071 of mapped providers
Assets under administration$10.2B0.0%Market share · rank #1182
Fees received$314,050Median $56,566/planSum across Schedule C direct + indirect
Net wins YoY+02 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 NANCY FERGUSON plan look like?
Service mix · median fees per plan
Count of plans where NANCY FERGUSON ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Non-monetary compensation; Employee (plan)Code 30 | 5 | $56,566 |
Competitor overlap
Percent of NANCY FERGUSON'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 NANCY FERGUSON.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | BMO HARRIS BANK NA | $541M |
LOCAL 1964 ILA RETIREMENT FUNDNJ · 226244648-001 | ALAN BILLER & ASSOCIATES | $47M |
Plans lost in 2024
Appeared last year under NANCY FERGUSON; not this year.
| Sponsor | To | Assets |
|---|---|---|
ILA LOCAL 1922-1/2062 DEFINED CONTRIBUTION PLANFL · 651151970-001 | ARTY COHN & FEUER LC | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $56,566 | 8y | - |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | $1.9B | 76,992 | $125,058 | 6y | - |
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | $1.7B | 9,502 | $42,310 | 10y | - |
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | $541M | 3,202 | $59,637 | 1y | - |
LOCAL 1964 ILA RETIREMENT FUNDNJ · 226244648-001 | $47M | 1,732 | $30,479 | 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 (23)
Raw Schedule C names collapsed into NANCY FERGUSON.
- NANCY ACOSTA
- NANCY AGUADO
- NANCY AMABILE
- NANCY BARRON & ASSOCIATES, INC
- NANCY BONSANTI
- NANCY BUCKLEY
- NANCY CALLAHAN
- NANCY FERGUSON
- NANCY FIGUEROA
- NANCY GOP
- NANCY GOP-LYONS
- NANCY J HELFINSTINE
- NANCY JIMENEZ
- NANCY JONES
- NANCY KANNEL
- NANCY KOENING
- NANCY L. JONES
- NANCY MAIZE
- NANCY PEREZ
- NANCY QUINN
- NANCY SANCHEZ
- NANCY SLOTTEN
- NANCY YANKO
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 NANCY FERGUSON'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 NANCY FERGUSON. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent