PATTISON PENSION SPECIALISTS, INC.
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1635 of mapped providers
Assets under administration$212M0.0%Market share · rank #6046
Fees received$79,045Median $2,315/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 PATTISON PENSION SPECIALISTS, INC. plan look like?
Service mix · median fees per plan
Count of plans where PATTISON PENSION SPECIALISTS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (pension)Code 17 | 2 | $3,348 | |
Other fees; Other servicesCode 49 | 2 | $0 | |
Consulting (pension); Accounting (including auditing)Code 10 | 1 | $222 | |
Recordkeeping fees; Valuation (appraisals, etc.); Actuarial; Account maintenance feesCode 11 | 1 | $51,985 | |
Contract AdministratorCode 13 | 1 | $1,158 |
Competitor overlap
Percent of PATTISON PENSION SPECIALISTS, 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 PATTISON PENSION SPECIALISTS, INC..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PATTISON PENSION SPECIALISTS, INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RODEY DICKASON SLOAN AKIN & ROBB PANM · 850216511-001 | $104M | 208 | $51,985 | 10y | - |
EYE ASSOCIATES OF NEW MEXICONM · 850246856-002 | $62M | 806 | $0 | 2y | - |
MOUNTAIN STATES CONSTRUCTORS, INC.NM · 850276974-003 | $24M | 475 | $17,827 | 8y | - |
TSAY FEDERAL CONTRACTING COMPANIESNM · 270083965-001 | $14M | 540 | $2,315 | 9y | 1 |
HOPE CHRISTIAN SCHOOLS, INC.NM · 850244670-001 | $6M | 214 | $222 | 10y | - |
TRESCO, INC.NM · 850201597-003 | $4M | 424 | $6,696 | 4y | 2 |
AZURITE PROFESSIONAL COMMUNITY, INC.NM · 934207776-002 | $0 | 0 | $0 | 2y | 1 |
Flag exposure
85.7%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 PATTISON PENSION SPECIALISTS, INC..
- PATTISON PENSION SPECIALISTS
- PATTISON PENSION SPECIALISTS, INC
- PATTISON PENSION SPECIALISTS, INC.
- PATTISON PENSON SPECIALISTS
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 PATTISON PENSION SPECIALISTS, 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 | 1 | 14.29% | 7.76% | +6.52 pp |
| Fidelity bond gap | 1 | 14.29% | 26.94% | -12.66 pp |
| Late contributions | 2 | 28.57% | 1.71% | +26.86 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 PATTISON PENSION SPECIALISTS, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent