PRUDENT MAN INVESTMENT MANAGEM
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #4902 of mapped providers
Assets under administration$12.6B0.0%Market share · rank #982
Fees received$120,694Median $60,347/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 PRUDENT MAN INVESTMENT MANAGEM plan look like?
Service mix · median fees per plan
Count of plans where PRUDENT MAN INVESTMENT MANAGEM ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $60,347 |
Competitor overlap
Percent of PRUDENT MAN INVESTMENT MANAGEM'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 PRUDENT MAN INVESTMENT MANAGEM.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PRUDENT MAN INVESTMENT MANAGEM; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $93,933 | 7y | 1 |
FRONTIER AIRLINES, INC.CO · 841256945-003 | $962M | 8,889 | $26,761 | 8y | 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 (2)
Raw Schedule C names collapsed into PRUDENT MAN INVESTMENT MANAGEM.
- PRUDENT MAN INVESTMENT MANAGEM
- PRUDENT MAN INVESTMENT MGMT
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 PRUDENT MAN INVESTMENT MANAGEM'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 100.00% | 1.76% | +98.24 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 PRUDENT MAN INVESTMENT MANAGEM. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent