PA RETIREMENT SOLUTIONS, INC.
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served54+4 YoYRank #336 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3963
Fees received$941,334Median $14,034/planSum across Schedule C direct + indirect
Net wins YoY+511 won · 6 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 PA RETIREMENT SOLUTIONS, INC. plan look like?
Service mix · median fees per plan
Count of plans where PA RETIREMENT SOLUTIONS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Other fees; Contract AdministratorCode 13 | 44 | $10,565 | |
Other services; Other feesCode 49 | 7 | $21,808 | |
Recordkeeping fees; Participant loan processing; Investment management fees paid indirectly by plan; Float revenue; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other insurance wrap feesCode 15 | 3 | $2,800 | |
Other feesCode 99 | 1 | $14,892 |
Competitor overlap
Percent of PA RETIREMENT SOLUTIONS, INC.'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 PA RETIREMENT SOLUTIONS, INC..
| Sponsor | From | Assets |
|---|---|---|
THE CHARTWELL LAW OFFICES, L.L.P.PA · 260019118-001 | SHANIESE WILLIAMS | $52M |
ARM GROUP LLCPA · 843909305-001 | (new plan) | $32M |
SKH MANAGEMENT COPA · 231548664-001 | JANNEY MONTGOMERY SCOTT LLC | $26M |
CANCER CARE ASSOCIATES OF YORK, INC.PA · 232122436-002 | (new plan) | $17M |
HOPE ENTERPRISES, INC.PA · 232303287-001 | PRINCIPAL LIFE INSURANCE COMPANY | $17M |
STEPOWOY ENTERPRISES, LLCOH · 810793283-002 | PCS RETIREMENT, LLC | $5M |
Plans lost in 2024
Appeared last year under PA RETIREMENT SOLUTIONS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
MOREFIELD, COMMUNICATIONS, INC.PA · 231575558-001 | (new plan) | $21M |
OAKWORKS, INC.PA · 521462439-001 | LPL FINANCIAL | $6M |
FAMILIES UNITED NETWORKPA · 232857929-002 | M2B RETIREMENT CONSULTING LLC | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FAMILY PRACTICE CENTER, PCPA · 231919008-005 | $108M | 1,158 | $30,976 | 10y | - |
WEST SHORE HOME, LLCPA · 300371596-001 | $62M | 3,049 | $24,928 | 5y | 1 |
THE CHARTWELL LAW OFFICES, L.L.P.PA · 260019118-001 | $52M | 570 | $30,467 | 9y | - |
MID PENN BANKPA · 230880270-001 | $52M | 784 | $23,184 | 4y | - |
ECORE INTERNATIONALPA · 232562001-003 | $39M | 782 | $27,753 | 10y | 2 |
GOLF MANAGEMENT OPERATING, LLCTX · 880528324-003 | $39M | 3,311 | $84,924 | 1y | 2 |
VUC INC.PA · 814958597-001 | $39M | 3,417 | $31,617 | 4y | - |
TPS, LLCPA · 463927815-001 | $34M | 504 | $24,517 | 7y | 1 |
STAMBAUGH NESS, INC.PA · 232846715-002 | $32M | 236 | $11,363 | 5y | - |
READING BAKERY SYSTEMSPA · 231307640-001 | $32M | 297 | $21,808 | 8y | - |
Flag exposure
75.9%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 PA RETIREMENT SOLUTIONS, INC..
- PA REITREMENT SOLUTIONS, INC.
- PA RETIREMENT SOLUTIONS
- PA RETIREMENT SOLUTIONS INC
- PA RETIREMENT SOLUTIONS INC.
- PA RETIREMENT SOLUTIONS, INC
- PA RETIREMENT SOLUTIONS, INC.
- RETIREMENT SOLUTIONS
- RETIREMENT SOLUTIONS LLC
- RETIREMENT SOLUTIONS, LLC
- TA RETIREMENT SOLUTIONS, 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 PA RETIREMENT SOLUTIONS, INC.'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 | 2 | 3.70% | 7.76% | -4.06 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 18 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 12 | 22.22% | 1.76% | +20.46 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 PA RETIREMENT SOLUTIONS, INC.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).