NORTHGATE IV LP
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #4578 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3486
Fees received$36,900Median $18,450/planSum across Schedule C direct + indirect
Net wins YoY+00 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 NORTHGATE IV LP plan look like?
Service mix · median fees per plan
Count of plans where NORTHGATE IV LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment managementCode 28 | 2 | $18,450 |
Competitor overlap
Percent of NORTHGATE IV LP'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 NORTHGATE IV LP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under NORTHGATE IV LP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LEGACY HEALTHOR · 237426300-001 | $810M | 10,987 | $20,900 | 10y | - |
PIPEFITTERS LOCAL UNION NO.537MA · 042760802-002 | $785M | 3,374 | $16,000 | 9y | - |
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 (4)
Raw Schedule C names collapsed into NORTHGATE IV LP.
- NORTHGATE 1V, L.P.
- NORTHGATE ARINSO
- NORTHGATE IV LP
- NORTHGATE VENTURE PARTNERS, VII LP
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 NORTHGATE IV LP'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 NORTHGATE IV LP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent