PCS RETIREMENT, LLC
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served196-11 YoYRank #114 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2445
Fees received$11MMedian $25,741/planSum across Schedule C direct + indirect
Net wins YoY-639 won · 45 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 PCS RETIREMENT, LLC plan look like?
Service mix · median fees per plan
Count of plans where PCS RETIREMENT, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract Administrator; Claims processing; Participant loan processing; Consulting (general); Consulting (pension); Copying and duplicatingCode 12 | 80 | $23,114 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Contract AdministratorCode 13 | 79 | $26,699 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance feesCode 15 | 23 | $28,391 | |
Recordkeeping fees; Account maintenance feesCode 64 | 7 | $12,937 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Plan AdministratorCode 14 | 2 | $10,592 | |
Custodial (securities); Participant loan processing; Recordkeeping fees; Investment management; Direct payment from the plan; Other services; Distribution (12b-1) fees; Account maintenance fees; Investment advisory (plan)Code 19 | 2 | $9,704 | |
Recordkeeping fees; Participant communication; Participant loan processingCode 37 | 2 | $27,385 | |
Recordkeeping fees; Sub-transfer agency fees; Account maintenance feesCode 60 | 1 | $31,531 |
Competitor overlap
Percent of PCS RETIREMENT, LLC'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 PCS RETIREMENT, LLC.
| Sponsor | From | Assets |
|---|---|---|
BRISTOL HOSPICEUT · 203688586-001 | ALLIANCE BENEFIT GROUP | $49M |
FOOTHILL CLINIC, LLCUT · 841411398-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $33M |
NAVMAR APPLIED SCIENCES CORPORATIONPA · 232054431-001 | INR ADVISORY SERVICES, LLC | $32M |
ADVISORTRUST, INC.SD · 464091337-001 | (new plan) | $19M |
ACCELALPHA, INC.WA · 264701177-001 | (new plan) | $16M |
CENTER FOR CANCER CARE, PCAL · 631185834-001 | (new plan) | $15M |
GLOBAL X MANAGEMENT, LLCNY · 223978238-002 | (new plan) | $14M |
BRICKYARD, LPIN · 842763429-001 | 401K GENERATION | $12M |
SHRIVER NURSING SERVICES, INC.MA · 542063425-003 | PROFESSIONAL CAPITAL SERVICES, LLC | $12M |
BUSINESS SOLUTIONS OF PERRYSBURG LLCOH · 474365301-001 | PROFESSIONAL CAPITAL SERVICES, LLC | $11M |
Plans lost in 2024
Appeared last year under PCS RETIREMENT, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PETIQ, LLCID · 272951104-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $30M |
GFP REAL ESTATE LLCNY · 464358048-001 | CBIZ RETIREMENT PLAN SERVICES | $18M |
CHRISTOPHERSON ANDAVO TRAVEL LPUT · 461790204-001 | GLS CERTIFIED PUBLIC ACCOUNTANTS PC | $18M |
PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC.CA · 860624509-001 | AXOS | $16M |
SPRY METHODS, INCVA · 542037959-001 | (new plan) | $16M |
FEDITC, LLCTX · 200187515-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $13M |
BREWSTER AMBULANCE SERVICE, INC.MA · 800553448-001 | LINCOLN NATIONAL CORPORATION | $13M |
LAURA BUICK - GMC, INC.IL · 371099757-001 | TBS AGENCY INC | $10M |
MEDSPEED, LLCIL · 364279497-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $10M |
ROY ROBINSON INCORPORATEDWA · 910690099-001 | (new plan) | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN MULTISPECIALTY GROUP DBA ESSE HEALTHMO · 431383893-001 | $206M | 1,046 | $166,159 | 2y | - |
ADVISORTRUST, INC.SD · 464091337-002 | $157M | 5,728 | $106,594 | 3y | 1 |
KAYNE ANDERSON CAPITAL ADVISORS, L.P.CA · 954486379-001 | $141M | 540 | $358,982 | 4y | - |
JEFFERSON HOSPITAL ASSOCIATION, INCAR · 710329353-003 | $130M | 2,031 | $38,177 | 4y | - |
ST. BERNARDS PHYSICIAN CLINICSAR · 871439061-001 | $113M | 797 | $94,007 | 3y | 1 |
SAVANT CAPITAL, LLCIL · 453812777-001 | $79M | 630 | $7,107 | 2y | 1 |
CLAREST HEALTH, LLC AKA PROCARE LTC HOLDING, LLCVA · 352545978-001 | $67M | 1,861 | $85,179 | 3y | 2 |
CENTRAL BANKUT · 870271990-001 | $64M | 420 | $10,521 | 2y | - |
ENERFAB, INC.OH · 310217488-004 | $57M | 710 | $110,514 | 6y | 2 |
TULLY CONSTRUCTION CO., INC.NY · 112493726-001 | $54M | 1,824 | $324,168 | 3y | - |
Flag exposure
83.7%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 (16)
Raw Schedule C names collapsed into PCS RETIREMENT, LLC.
- PCS
- PCS - CONNECTICUT
- PCS FINANCIAL SERVICES
- PCS LLC
- PCS PUMP AND PROCESS, INC.
- PCS RETIREMENT
- PCS RETIREMENT - ASPIRE FINANCIAL S
- PCS RETIREMENT LLC
- PCS RETIREMENT SERVICES
- PCS RETIREMENT SERVICES, LLC
- PCS RETIREMENT, INC.
- PCS RETIREMENT, LLC
- PCS RETIREMENT, LLC.
- PCS RETIREMENT,LLC
- PCS RETIREMENT. LLC
- PCS RETIRMENT,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 PCS RETIREMENT, LLC'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 | 5 | 2.55% | 7.76% | -5.21 pp |
| Fidelity bond gap | 21 | 10.71% | 26.94% | -16.23 pp |
| Late contributions | 57 | 29.08% | 1.71% | +27.37 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 30 | 15.31% | 1.76% | +13.55 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 PCS RETIREMENT, LLC. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).