NEW PINNACLE CONSULTING GROUP, LLC
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-64 YoYRank #435 of mapped providers
Assets under administration$1.8B0.0%Market share · rank #2681
Fees received$107,126Median $6,150/planSum across Schedule C direct + indirect
Net wins YoY-4225 won · 67 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 NEW PINNACLE CONSULTING GROUP, LLC plan look like?
Service mix · median fees per plan
Count of plans where NEW PINNACLE CONSULTING GROUP, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (pension)Code 17 | 8 | $6,089 | |
Consulting (general)Code 16 | 7 | $4,710 | |
Other services; Other feesCode 49 | 2 | $9,657 |
Competitor overlap
Percent of NEW PINNACLE CONSULTING GROUP, LLC'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 NEW PINNACLE CONSULTING GROUP, LLC.
| Sponsor | From | Assets |
|---|---|---|
THE PACKER COLLEGIATE INSTITUTENY · 111633522-001 | WELL AND GOOD LLC | $100M |
BRENTWOOD SCHOOLCA · 951426236-001 | TIAA | $90M |
THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLANMD · 824860014-001 | TIAA | $84M |
HAWAII PACIFIC UNIVERSITYHI · 990113930-001 | TIAA | $77M |
WOODBERRY FOREST SCHOOLVA · 540519590-003 | LOWE BROCKENBROUGH & COMPANY INC | $74M |
WASHINGTON INTERNATIONAL SCHOOLDC · 520822077-001 | AMERICAN FUNDS | $68M |
THE SEVEN HILLS SCHOOLOH · 310536666-001 | TIAA | $65M |
AMERICAN SOCIETY OF CIVIL ENGINEERSVA · 131635293-002 | CARON & BLETZER, PLLC | $58M |
FRANCIS PARKER SCHOOLCA · 951696720-002 | TIAA | $54M |
THE INTERNATIONAL SCHOOL OF SAN FRANCISCOCA · 941558658-001 | ARMANINO LLP | $47M |
Plans lost in 2024
Appeared last year under NEW PINNACLE CONSULTING GROUP, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SAVANNAH COLLEGE OF ART AND DESIGNGA · 581357177-002 | CAP FINANCIAL PARTNERS, LLC | $194M |
POINT LOMA NAZARENE UNIVERSITYCA · 951644035-001 | TIAA | $153M |
KNOX COLLEGEIL · 370673513-001 | SMITH & HOWARD, PC | $106M |
THE NIGHTINGALE-BAMFORD SCHOOLNY · 131106710-001 | PFK O'CONNOR DAVIES, LLP | $101M |
CHARLES E. SMITH JEWISH DAY SCHOOLMD · 520961920-001 | NFP RETIREMENT INC | $89M |
SAINT ANNS SCHOOLNY · 112606681-001 | PLANPILOT, LLC | $85M |
LA JOLLA COUNTRY DAY SCHOOLCA · 951875978-001 | TIAA | $82M |
CARNEGIE INSTITUTEPA · 250965280-001 | GLOBAL RETIREMENT PARTNERS LLC | $81M |
GARDNER-WEBB UNIVERSITY , INC.NC · 560529972-001 | MCCANNON ROGERS DRISCOLL & ASSOC | $81M |
ALLEN-STEVENSON SCHOOLNY · 131623878-001 | PLANPILOT, LLC | $74M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE UNIVERSITY OF PUGET SOUNDWA · 910564961-001 | $354M | 2,197 | $3,745 | 1y | 1 |
PUNAHOU SCHOOLHI · 990073523-001 | $326M | 2,272 | $6,316 | 3y | - |
THE REED COLLEGEOR · 930386908-001 | $255M | 1,563 | $6,643 | 2y | 1 |
IOLANI SCHOOLHI · 990073502-002 | $203M | 758 | $7,528 | 2y | - |
DWIGHT-ENGLEWOOD SCHOOLNJ · 221487165-001 | $90M | 627 | $8,975 | 3y | 1 |
THE ST. PAUL'S SCHOOLS 403(B) RETIREMENT PLANMD · 824860014-001 | $84M | 818 | $12,756 | 1y | 1 |
WASHINGTON INTERNATIONAL SCHOOLDC · 520822077-001 | $68M | 525 | $3,634 | 1y | 1 |
THE SEVEN HILLS SCHOOLOH · 310536666-001 | $65M | 447 | $4,432 | 1y | - |
RUTGERS PREPARATORY SCHOOLNJ · 221607926-002 | $54M | 282 | $3,244 | 2y | - |
THE JOHN COOPER SCHOOLTX · 760150423-001 | $47M | 554 | $6,028 | 2y | - |
Flag exposure
82.4%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 (9)
Raw Schedule C names collapsed into NEW PINNACLE CONSULTING GROUP, LLC.
- NEW PINACLE CONSULTING GROUP, LLC
- NEW PINNACLE CONSULTING GROUP
- NEW PINNACLE CONSULTING GROUP LLC
- NEW PINNACLE CONSULTING GROUP, LLC
- NEW PINNACLE CONSULTING GROUPL LLC
- NEW PINNACLE CONSULTING SERVICES
- NEW PINNACLE CONSULTING, GROUP
- NEW PINNACLE CONSULTING, GROUP LLC
- NEW PINNACLE COSULTING GROUP, LLC
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 NEW PINNACLE CONSULTING GROUP, LLC'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 | 8 | 47.06% | 1.71% | +45.35 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 NEW PINNACLE CONSULTING GROUP, LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent