POSTLETHWAITE & NETTERVILLE
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-7 YoYRank #10503 of mapped providers
Assets under administration$15M0.0%Market share · rank #9876
Fees received$7,031Median $7,031/planSum across Schedule C direct + indirect
Net wins YoY-70 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 POSTLETHWAITE & NETTERVILLE plan look like?
Service mix · median fees per plan
Count of plans where POSTLETHWAITE & NETTERVILLE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing)Code 10 | 1 | $7,031 |
Competitor overlap
Percent of POSTLETHWAITE & NETTERVILLE'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 POSTLETHWAITE & NETTERVILLE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under POSTLETHWAITE & NETTERVILLE; not this year.
| Sponsor | To | Assets |
|---|---|---|
PHI GROUP, INC.LA · 842513763-002 | PENSION ASSURANCE LLP | $396M |
E.D. & F. MAN HOLDINGS, INC.LA · 134101062-002 | EISNERAMPER LLP | $110M |
VALLUZZO COMPANIES, LLCLA · 383821140-001 | EISNERAMPER LLP | $20M |
SOUTH LOUISIANA BANK, INCLA · 720884012-001 | EISNERAMPER LLP | $16M |
DSC DREDGE, LLCLA · 271571085-001 | ECONOMIC GROUP PENSION SERVICES | $13M |
U. L. COLEMAN PROPERTIES, LLCLA · 273474401-001 | EISNERAMPER LLP | $5M |
TERMINIX SERVICE COMPANY INCLA · 720406962-001 | EISNERAMPER LLP | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ORTHOSYNETICS, INC.LA · 721278948-001 | $15M | 482 | $7,031 | 4y | 1 |
Flag exposure
100.0%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 (13)
Raw Schedule C names collapsed into POSTLETHWAITE & NETTERVILLE.
- POSTLETHWAITE & NETTERVILE, APAC
- POSTLETHWAITE & NETTERVILLE
- POSTLETHWAITE & NETTERVILLE A PROFE
- POSTLETHWAITE & NETTERVILLE APAC
- POSTLETHWAITE & NETTERVILLE, APAC
- POSTLETHWAITE & NETTEVILLE
- POSTLETHWAITE &NETTERVILLE
- POSTLETHWAITE AND NETTERVILLE
- POSTLETHWAITE AND NETTERVILLE APAC
- POSTLETHWAITE AND NETTERVILLE, APC
- POSTLETHWAITE NETTERVILLE
- POSTLETHWAITE& NETTERVILLE
- POSTLETHWAITE&NETTERVILLE.P.A.P
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 POSTLETHWAITE & NETTERVILLE'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 | 1 | 100.00% | 1.71% | +98.29 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 POSTLETHWAITE & NETTERVILLE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent