PLANPILOT, LLC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served81+38 YoYRank #246 of mapped providers
Assets under administration$9.8B0.0%Market share · rank #1215
Fees received$3MMedian $13,300/planSum across Schedule C direct + indirect
Net wins YoY+3744 won · 7 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 PLANPILOT, LLC plan look like?
Service mix · median fees per plan
Count of plans where PLANPILOT, LLC 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); Direct payment from the planCode 27 | 39 | $11,025 | |
Investment advisory (plan); Investment management; Consulting (general)Code 16 | 17 | $22,424 | |
Consulting (pension)Code 17 | 8 | $7,792 | |
Investment management; Investment management fees paid indirectly by plan; Direct payment from the planCode 28 | 6 | $29,687 | |
Contract AdministratorCode 13 | 4 | $118,405 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Custodial (other than securities)Code 15 | 2 | $8,262 | |
Other servicesCode 49 | 2 | $10,750 | |
Trustee (discretionary)Code 24 | 1 | $8,000 |
Competitor overlap
Percent of PLANPILOT, 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 PLANPILOT, LLC.
| Sponsor | From | Assets |
|---|---|---|
DRAKE UNIVERSITYIA · 420680460-001 | TIAA | $297M |
ETHICAL CULTURE FIELDSTON SCHOOLNY · 133862529-002 | TIAA | $206M |
NOBLE AND GREENOUGH SCHOOLMA · 042104784-001 | TIAA | $145M |
THE NIGHTINGALE-BAMFORD SCHOOLNY · 131106710-001 | PKF O'CONNOR DAVIES, LLP | $110M |
OLIVET NAZARENE UNIVERSITYIL · 362191252-404 | TIAA | $102M |
THE PACKER COLLEGIATE INSTITUTENY · 111633522-001 | WELL AND GOOD LLC | $100M |
SAINT ANNS SCHOOLNY · 112606681-001 | NEW PINNACLE CONSULTING GROUP, LLC | $97M |
DWIGHT-ENGLEWOOD SCHOOLNJ · 221487165-001 | TIAA | $90M |
EASTERN UNIVERSITYPA · 231409675-001 | TIAA | $87M |
ALLEN-STEVENSON SCHOOLNY · 131623878-001 | WELL AND GOOD LLC | $79M |
Plans lost in 2024
Appeared last year under PLANPILOT, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MISSOURI BOTANICAL GARDENMO · 430666759-002 | ASCENSUS LLC | $64M |
WILMINGTON COLLEGEOH · 310537514-001 | TIAA | $51M |
TEXAS WESLEYAN UNIVERSITYTX · 750800691-002 | TIAA | $35M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
IOWA INDEPENDENT HIGHER EDUCATION RESEARCH FOUNDATIONIA · 421420268-333 | $621M | 5,791 | $268,963 | 3y | 1 |
THE GOVERNING BOARD OF THE PENNSYLVANIA ASSOCIATION OFPA · 843430131-333 | $543M | 4,776 | $131,760 | 4y | 1 |
GOVERNING COMMITTEE OF THE ILLINOIS INDEPENDENT COLLEGES AND UNIVERSIIL · 200174619-333 | $504M | 4,015 | $195,053 | 2y | 1 |
INDEPENDENT COLLEGES OF INDIANA ASSOCIATION, INCIN · 310901001-333 | $481M | 5,622 | $199,245 | 5y | 1 |
GOVERNING COMM OF THE ASSOC OF IND COLLEGE AND UNIV OF OHIO MEPOH · 310880079-333 | $480M | 4,446 | $203,800 | 2y | 1 |
BUTLER UNIVERSITYIN · 350867977-006 | $373M | 5,017 | $36,851 | 8y | 1 |
THE GOVERNING BOARD OF THE MI INDEPENDENT COLLEGES AND UNIVERSITIESMI · 842495214-333 | $335M | 3,467 | $111,878 | 5y | 1 |
DRAKE UNIVERSITYIA · 420680460-001 | $297M | 2,469 | $13,300 | 1y | - |
OHIO NORTHERN UNIVERSITYOH · 344429091-001 | $253M | 1,375 | $40,127 | 9y | - |
BOARD OF TRUSTEES OF WHITMAN COLLEGEWA · 910567740-001 | $228M | 2,225 | $9,000 | 1y | - |
Flag exposure
60.5%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 (7)
Raw Schedule C names collapsed into PLANPILOT, LLC.
- PLAN PILOT
- PLAN PILOT LLC
- PLAN PILOT, LLC
- PLANPILOT
- PLANPILOT LLC
- PLANPILOT, LLC
- PLANPILOT,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 PLANPILOT, 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 | 2 | 2.47% | 7.76% | -5.29 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 24 | 29.63% | 1.71% | +27.92 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.23% | 1.76% | -0.52 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 PLANPILOT, LLC. 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).