NATIONAL INVESTMENT SERVICES
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served102+16 YoYRank #200 of mapped providers
Assets under administration$65.9B0.1%Market share · rank #235
Fees received$16MMedian $87,281/planSum across Schedule C direct + indirect
Net wins YoY+1215 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 NATIONAL INVESTMENT SERVICES plan look like?
Service mix · median fees per plan
Count of plans where NATIONAL INVESTMENT SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Securities brokerage commissions and fees; Investment management fees paid directly by planCode 28 | 78 | $105,208 | |
Investment management; Custodial (securities)Code 19 | 8 | $70,417 | |
Other investment fees and expenses; Direct payment from the plan; Investment advisory (plan)Code 27 | 7 | $31,258 | |
Investment management fees paid directly by planCode 51 | 5 | $94,882 | |
Securities brokerage; Investment management; Direct payment from the plan; Investment management fees paid directly by plan; Custodial (other than securities); Investment advisory (plan)Code 18 | 3 | $110,998 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $280,866 |
Competitor overlap
Percent of NATIONAL INVESTMENT SERVICES'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 NATIONAL INVESTMENT SERVICES.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | US BANK | $1.7B |
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001 | ZIEGLER CAPITAL MANAGEMENT, LLC | $1.6B |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | BASYS | $1.5B |
TRUSTEES OF WISCONSIN LABORERS' PENSION FUNDWI · 396198530-001 | PROXY VOTE PLUS | $1.1B |
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | J HERRLE | $817M |
TRUSTEES OF THE SMART LOCAL 265 PENSION FUNDIL · 366168611-001 | ASB CAPITAL MANAGEMENT | $566M |
BOARD OF TRUSTEES CEMENT MASONS' PENSION FUNDIL · 516034597-001 | BMO HARRIS BANK NA | $541M |
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUNDVA · 874825609-333 | KELLY PRESS INC | $397M |
TRUSTEES OF LOCAL UNION NO. 9, IBEW AND OUTSIDE CONTRACTORS PENSION FUIL · 516077720-001 | ASB CAPITAL MANAGEMENT | $376M |
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL ANNUITYMO · 431267550-004 | VICTORY | $363M |
Plans lost in 2024
Appeared last year under NATIONAL INVESTMENT SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | REAMS ASSET MANAGEMENT | $4.9B |
TRUSTEES OF MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSIONMN · 410905139-001 | MORGAN STANLEY SMITH BARNEY | $638M |
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUNDNY · 226073053-001 | NJBLS WELFARE FUND | $39M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $430,384 | 9y | - |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CALCA · 436159056-001 | $3.7B | 42,443 | $883,959 | 4y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $432,628 | 10y | - |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | $3.0B | 14,689 | $906,369 | 10y | - |
BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLANIL · 516030753-002 | $2.7B | 19,809 | $761,466 | 10y | - |
TRUSTEES OF UFCW UNIONS & EMPLOYERS MIDWEST PENSION FUNDIL · 366508328-001 | $1.9B | 33,742 | $131,826 | 9y | - |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $624,452 | 10y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $246,046 | 2y | - |
BOARD OF TRUSTEES INDIANA/KENTUCKY/OHIO REGIONAL COUNCIL CARPENTERS PEMI · 516123713-001 | $1.8B | 13,860 | $118,205 | 10y | - |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $274,417 | 8y | 1 |
Flag exposure
95.1%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 (12)
Raw Schedule C names collapsed into NATIONAL INVESTMENT SERVICES.
- NATIONAL INV SERV
- NATIONAL INVESTMENT SERVCIES INC.
- NATIONAL INVESTMENT SERVICE
- NATIONAL INVESTMENT SERVICES
- NATIONAL INVESTMENT SERVICES INC
- NATIONAL INVESTMENT SERVICES INC.
- NATIONAL INVESTMENT SERVICES OF AME
- NATIONAL INVESTMENT SERVICES, INC
- NATIONAL INVESTMENT SERVICES, INC.
- NATIONAL INVESTMENT SERVICES, LLC
- NATIONAL INVESTMENT SVCS INC
- NATIONAL INVESTMENT SVCS, 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 NATIONAL INVESTMENT SERVICES'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 | 1 | 0.98% | 7.76% | -6.78 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 1.96% | 1.71% | +0.25 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 | 1 | 0.98% | 0.00% | +0.98 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with NATIONAL INVESTMENT SERVICES. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).