NEW TOWER
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1710 of mapped providers
Assets under administration$8.1B0.0%Market share · rank #1547
Fees received$920,735Median $119,062/planSum across Schedule C direct + indirect
Net wins YoY+11 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 NEW TOWER plan look like?
Service mix · median fees per plan
Count of plans where NEW TOWER 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 | 4 | $167,296 | |
Investment management fees paid directly by plan; Custodial (other than securities)Code 18 | 1 | $188,300 | |
Trustee (individual)Code 20 | 1 | $11,933 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $37,460 |
Competitor overlap
Percent of NEW TOWER'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 TOWER.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | NEWTOWER TRUST COMPANY | $5.3B |
Plans lost in 2024
Appeared last year under NEW TOWER; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $291,151 | 2y | - |
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEESNJ · 226243387-001 | $398M | 3,371 | $119,062 | 8y | - |
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEESNJ · 516135653-001 | $395M | 4,481 | $215,529 | 6y | - |
BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLANMN · 416046858-001 | $388M | 3,302 | $57,300 | 6y | - |
IBEW LOCAL UNION NO. 124 PENSION TRUST FUNDMO · 430817626-001 | $353M | 4,149 | $188,300 | 7y | - |
PLUMBERS & PIPEFITTERS LOCAL 152 PENSION TRUST FUNDWV · 556029095-001 | $82M | 525 | $37,460 | 7y | - |
IBEW LOCAL NO. 223 UNIONCT · 041472089-002 | $30M | 581 | $11,933 | 3y | - |
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 (10)
Raw Schedule C names collapsed into NEW TOWER.
- NEW TOWER
- NEW TOWER (MEPT)
- NEW TOWER ADVISORS
- NEW TOWER MANAGEMENT
- NEW TOWER MEPT
- NEW TOWER TRUST CO. (MEPT)
- NEW TOWER TRUST COMPANY (MEPT)
- NEW TOWER TRUST COMPANY - MEPT
- NEW TOWER TRUST COMPANY - MULTI-EMP
- NEW TOWER TUST COMPANY (MEPT)
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 TOWER'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 NEW TOWER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent