NORTHSTAR FIDUCIARY PARTNERS
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+7 YoYRank #954 of mapped providers
Assets under administration$461M0.0%Market share · rank #5160
Fees received$170,326Median $5,948/planSum across Schedule C direct + indirect
Net wins YoY+77 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 NORTHSTAR FIDUCIARY PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where NORTHSTAR FIDUCIARY PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants)Code 26 | 9 | $1,435 | |
Investment advisory (plan)Code 27 | 4 | $12,462 | |
Contract AdministratorCode 13 | 1 | $44,438 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $36,144 |
Competitor overlap
Percent of NORTHSTAR FIDUCIARY PARTNERS'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 NORTHSTAR FIDUCIARY PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
SOLOMONEDWARDSGROUP, LLCPA · 233010383-001 | LINCOLN NATIONAL CORPORATION | $38M |
GENERAL PLUMBING SUPPLY, INC.NJ · 221442391-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $33M |
FIDELITY DEPOSIT & DISCOUNT BANKPA · 240578040-002 | MILLENNIUM INVESTMENT & RETIREMENT | $28M |
EEG, INC.PA · 208939053-004 | JOHN HANCOCK LIFE INSURANCE COMPANY | $24M |
OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PCMI · 383526073-001 | WILSHIRE ASSOCIATES INCORPORATED | $16M |
DEPARTMENT OF COMMERCE FEDERAL CREDIT UNIONDC · 530056498-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $13M |
C SQUARED SYSTEMS, L.L.C.NH · 020516622-001 | LPL FINANCIAL | $11M |
Plans lost in 2024
Appeared last year under NORTHSTAR FIDUCIARY PARTNERS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CENTERS FOR ADVANCED ORTHOPAEDICS, LLCMD · 454852156-001 | $196M | 2,792 | $32,953 | 2y | 1 |
SOLOMONEDWARDSGROUP, LLCPA · 233010383-001 | $38M | 635 | $44,438 | 1y | 1 |
GENERAL PLUMBING SUPPLY, INC.NJ · 221442391-001 | $37M | 515 | $13,455 | 2y | - |
GERKEN MATERIALS, INC.OH · 344478444-001 | $31M | 402 | $0 | 2y | 1 |
FIDELITY DEPOSIT & DISCOUNT BANKPA · 240578040-002 | $28M | 356 | $10,354 | 1y | - |
EEG, INC.PA · 208939053-004 | $24M | 1,154 | $11,468 | 1y | 1 |
OMNI GLASS & PAINT, LLCWI · 391096938-002 | $16M | 217 | $36,144 | 10y | 2 |
OAKLAND-MACOMB OBSTETRICS & GYNECOLOGY, PCMI · 383526073-001 | $16M | 201 | $0 | 1y | - |
CINNAIRE CORPORATIONMI · 383126310-002 | $15M | 167 | $2,444 | 2y | - |
BLACK PEARL EDUCATIONAL SERVICES, LLCMI · 814286951-001 | $14M | 189 | $5,437 | 2y | - |
Flag exposure
93.3%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 (8)
Raw Schedule C names collapsed into NORTHSTAR FIDUCIARY PARTNERS.
- NORTHSTAR 3(21) INVESTMENT FIDUCIAR
- NORTHSTAR AEROSPACE
- NORTHSTAR ASSET MANAGEMENT
- NORTHSTAR ASSET MANAGEMENT INC
- NORTHSTAR ASSET MANAGEMENT, LLC
- NORTHSTAR FIDUCIARY PARTNERS
- NORTHSTAR FIDUCIARY PARTNERS, LLC
- NORTHSTAR RETIREMENT ADVISORS
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 NORTHSTAR FIDUCIARY PARTNERS'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 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 4 | 26.67% | 1.71% | +24.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 33.33% | 1.76% | +31.57 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 NORTHSTAR FIDUCIARY PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent