PACIFIC PORTFOLIO CONSULTING
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13Rank #1051 of mapped providers
Assets under administration$1.2B0.0%Market share · rank #3790
Fees received$585,613Median $40,000/planSum across Schedule C direct + indirect
Net wins YoY+01 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 PACIFIC PORTFOLIO CONSULTING plan look like?
Service mix · median fees per plan
Count of plans where PACIFIC PORTFOLIO CONSULTING 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 advisory (plan)Code 27 | 7 | $37,774 | |
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $44,098 | |
Investment management; Consulting feesCode 28 | 2 | $53,500 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 1 | $25,291 | |
Other feesCode 99 | 1 | $42,024 |
Competitor overlap
Percent of PACIFIC PORTFOLIO CONSULTING'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 PACIFIC PORTFOLIO CONSULTING.
| Sponsor | From | Assets |
|---|---|---|
HOMESTREET, INC.WA · 910186600-001 | PACIFIC WEALTH MANAGEMENT | $179M |
Plans lost in 2024
Appeared last year under PACIFIC PORTFOLIO CONSULTING; not this year.
| Sponsor | To | Assets |
|---|---|---|
KENT WATER SPORTS HOLDINGS, LLCOH · 843982778-002 | ONEDIGITAL INVESTMENT ADVISORS LLC | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MCKINSTRY CO. LLCWA · 204030425-001 | $252M | 1,943 | $112,787 | 10y | - |
AFOGNAK NATIVE CORPORATIONVA · 920047145-001 | $184M | 4,582 | $67,000 | 9y | 2 |
HOMESTREET, INC.WA · 910186600-001 | $179M | 1,992 | $40,000 | 8y | - |
WASHINGTON STATE EMPLOYEES CREDIT UNIONWA · 910683062-002 | $144M | 1,199 | $54,392 | 6y | - |
THE ODOM CORPORATIONWA · 910896486-006 | $127M | 2,866 | $35,000 | 10y | 1 |
WEST COAST PAPER COMPANYWA · 910496429-001 | $88M | 693 | $41,021 | 10y | 1 |
TOWN & COUNTRY MARKETS, INC.WA · 910671586-001 | $60M | 1,376 | $37,774 | 6y | - |
THE ALEUT CORPORATIONAK · 920043224-002 | $55M | 1,968 | $62,692 | 6y | 2 |
TITUS-WILLWA · 910441515-001 | $37M | 1,131 | $42,024 | 9y | 1 |
USIBELLI COAL MINE, INC.AK · 920014216-003 | $31M | 126 | $9,829 | 10y | - |
Flag exposure
69.2%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 (12)
Raw Schedule C names collapsed into PACIFIC PORTFOLIO CONSULTING.
- PACIFIC
- PACIFIC PORTFOLIO
- PACIFIC PORTFOLIO CONSULTING
- PACIFIC PORTFOLIO CONSULTING INC
- PACIFIC PORTFOLIO CONSULTING L
- PACIFIC PORTFOLIO CONSULTING LLC
- PACIFIC PORTFOLIO CONSULTING LP
- PACIFIC PORTFOLIO CONSULTING,
- PACIFIC PORTFOLIO CONSULTING, LLC
- PACIFIC PORTFOLIO CONSULTING, LP
- PACIFIC PORTFOLIO CONSULTING,LLC
- PACIFIC PORTFOLIO, LLP
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 PACIFIC PORTFOLIO CONSULTING'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 | 5 | 38.46% | 1.71% | +36.75 pp |
| Failed to provide benefit | 1 | 7.69% | 0.14% | +7.55 pp |
| Corrective distributions | 2 | 15.38% | 1.76% | +13.63 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 PACIFIC PORTFOLIO CONSULTING. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).