PFS INVESTMENTS
24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13+4 YoYRank #1127 of mapped providers
Assets under administration$266M0.0%Market share · rank #5927
Fees received$277,901Median $18,041/planSum across Schedule C direct + indirect
Net wins YoY+36 won · 3 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 PFS INVESTMENTS plan look like?
Service mix · median fees per plan
Count of plans where PFS INVESTMENTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other commissionsCode 55 | 10 | $18,041 | |
Other services; Other feesCode 49 | 2 | $21,823 | |
Investment advisory (plan)Code 27 | 1 | $12,010 |
Competitor overlap
Percent of PFS INVESTMENTS'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 PFS INVESTMENTS.
| Sponsor | From | Assets |
|---|---|---|
PLAN FIDUCIARY SERVICES, INC.FL · 273523833-008 | WELLS FARGO BANK, N.A. | $94M |
MENNO HAVEN, INC.PA · 236276101-001 | NATIONWIDE | $20M |
FLASHCO MANUFACTURING, INC.CA · 260027396-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $6M |
RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURECO · 841480842-001 | IMA WEALTH INC | $5M |
MYCENTRIC HEALTHCARE, LLCTX · 475019769-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under PFS INVESTMENTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
FRANKEL FAMILY TRUST D/B/A MANAGEMENT SUPPORTCA · 956757355-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $10M |
VETERINARY SERVICE, INC.CA · 941480064-003 | (new plan) | $5M |
JAY PEAK, INC.VT · 030194601-001 | (new plan) | $2,702 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PLAN FIDUCIARY SERVICES, INC.FL · 273523833-008 | $94M | 5,757 | $2,405 | 1y | - |
PLAN FIDUCIARY SERVICES, INC.FL · 273523833-009 | $77M | 4,868 | $88,329 | 3y | - |
COMMUNITY HEALTH CENTERS, INC.FL · 591480970-001 | $31M | 736 | $43,645 | 10y | 1 |
MENNO HAVEN, INC.PA · 236276101-001 | $20M | 426 | $39,986 | 1y | - |
LZ TECHNOLOGY, INC.TX · 760674864-001 | $12M | 253 | $22,789 | 2y | - |
DIAMOND ELECTRIC MFG. CORPORATIONWV · 311224874-001 | $11M | 226 | $25,738 | 4y | - |
FLASHCO MANUFACTURING, INC.CA · 260027396-002 | $6M | 174 | $18,041 | 1y | - |
RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURECO · 841480842-001 | $5M | 321 | $0 | 1y | - |
RME LTD, LLC DBA ELITE SURFACE INFRASTRUCTURECO · 841480842-002 | $5M | 321 | $0 | 1y | - |
BRONX ARTS & SCIENCE CHARTER SCHOOLNJ · 832495004-001 | $3M | 913 | $12,010 | 1y | 1 |
Flag exposure
92.3%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 (24)
Raw Schedule C names collapsed into PFS INVESTMENTS.
- GOFORTH PFS INVESTMENTS INC
- PFS
- PFS GROUP
- PFS INVESTMENT, INC.
- PFS INVESTMENTS
- PFS INVESTMENTS INC
- PFS INVESTMENTS INC.
- PFS INVESTMENTS, INC
- PFS INVESTMENTS, INC.
- PFS SECURITIES INC
- PFS SECURITIES INC (PRIMERICA)
- PFS SECURITIES INC.
- PFS SECURITIES, INC.
- PFS SERVICE
- PFS SERVICES
- PRIMERICA FINANCIAL
- PRIMERICA FINANCIAL SERCIVES INS
- PRIMERICA FINANCIAL SERVICES
- PRIMERICA FINANCIAL SERVICES INC
- PRIMERICA FINANCIAL SERVICES INS
- PRIMERICA FINANCIAL SERVICES INS. M
- PRIMERICA FINANCIAL SERVICES, INC
- PRIMERICA FINANCIAL SERVICES, INC.
- PRIMERICA LIFE INSURANCE COMPANY
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 PFS INVESTMENTS'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 | 7.69% | 7.76% | -0.07 pp |
| Fidelity bond gap | 2 | 15.38% | 26.94% | -11.56 pp |
| Late contributions | 2 | 15.38% | 1.71% | +13.67 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 7.69% | 1.76% | +5.93 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 PFS INVESTMENTS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent