NEWSQUARE CAPITAL, LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served22Rank #657 of mapped providers
Assets under administration$314M0.0%Market share · rank #5664
Fees received$440,424Median $18,573/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 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 NEWSQUARE CAPITAL, LLC plan look like?
Service mix · median fees per plan
Count of plans where NEWSQUARE CAPITAL, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 12 | $18,573 | |
Investment management; Direct payment from the planCode 28 | 6 | $15,671 | |
Other feesCode 99 | 2 | $20,406 | |
Direct payment from the plan; Other services; Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $44,654 | |
Insurance agents and brokers; Investment advisory (plan)Code 22 | 1 | $7,231 |
Competitor overlap
Percent of NEWSQUARE CAPITAL, 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 NEWSQUARE CAPITAL, LLC.
| Sponsor | From | Assets |
|---|---|---|
ADVISORTRUST, INC.SD · 464091337-001 | (new plan) | $19M |
W-S INDUSTRIAL SERVICES, INC.IA · 470770315-001 | ACTIVE GRAPHICS, IC. | $7M |
WIZEHIVE, INC.PA · 274126294-001 | PCS RETIREMENT, LLC | $139,962 |
Plans lost in 2024
Appeared last year under NEWSQUARE CAPITAL, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PRECO, LLCKS · 873882552-001 | $36M | 270 | $35,362 | 3y | 2 |
WITTENBACH BUSINESS SYSTEMS, LLCMD · 521137041-001 | $28M | 406 | $33,382 | 4y | - |
LLR MANAGEMENT, LPPA · 233016072-001 | $23M | 152 | $30,113 | 2y | 1 |
PARAGON ENERGY SOLUTIONS, LLCTX · 822483099-001 | $22M | 315 | $44,654 | 4y | - |
ADVISORTRUST, INC.SD · 464091337-001 | $19M | 633 | $18,771 | 1y | 1 |
CELERO COMMERCE LLCTN · 851129736-001 | $18M | 350 | $18,375 | 4y | 2 |
TYDENBROOKSGA · 220793310-003 | $18M | 477 | $35,341 | 4y | 1 |
DAYSMART SOFTWARE, LLCMI · 383471100-002 | $17M | 384 | $28,576 | 3y | - |
AQUA-CHEM, INC.TN · 204036248-001 | $16M | 332 | $17,440 | 8y | - |
PROFESSIONAL BUILDING SYSTEMS, INC.PA · 233038127-001 | $15M | 980 | $0 | 3y | - |
Flag exposure
68.2%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 (5)
Raw Schedule C names collapsed into NEWSQUARE CAPITAL, LLC.
- NEW SQUARE CAPITAL
- NEW SQUARE CAPITAL LLC
- NEW SQUARE CAPITAL, LLC
- NEWSQUARE CAPITAL LLC
- NEWSQUARE CAPITAL, 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 NEWSQUARE CAPITAL, 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 | 1 | 4.55% | 26.94% | -22.40 pp |
| Late contributions | 6 | 27.27% | 1.71% | +25.56 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 22.73% | 1.76% | +20.97 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 NEWSQUARE CAPITAL, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent