PW PARTNERS
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+8 YoYRank #921 of mapped providers
Assets under administration$10.7B0.0%Market share · rank #1105
Fees received$4MMedian $11,000/planSum across Schedule C direct + indirect
Net wins YoY+911 won · 2 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 PW PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where PW PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 8 | $11,633 | |
Investment advisory (plan)Code 27 | 4 | $12,697 | |
Investment management; Direct payment from the plan; Investment management fees paid directly by planCode 28 | 1 | $4,096,535 | |
Consulting feesCode 70 | 1 | $11,000 | |
Other feesCode 99 | 1 | $5,266 |
Competitor overlap
Percent of PW PARTNERS'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 PW PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
COLLOM & CARNEY CLINIC ASSOCIATIONTX · 751151440-002 | WELLS FARGO BANK, N.A. | $67M |
SUNRISE COAL, LLCIN · 371449270-001 | WELLS FARGO BANK, N.A. | $52M |
GEO. BYERS SONS HOLDING, INC.OH · 314139860-003 | CAMBRIDGE INVESTMENT RESEARCH | $50M |
MPW INDUSTRIAL SERVICES, INC.OH · 311014212-001 | CROWE LLP | $50M |
THE WALLICK COMPANIES, LLCOH · 870796046-001 | TIDWELL GROUP | $23M |
EUGENUS, INC.CA · 900440060-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $21M |
PROGRESSIVE CHEVROLET COMPANYOH · 340472468-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $20M |
ANDERSON GROUP, INC.MN · 384203467-001 | WELLS FARGO BANK, N.A. | $19M |
DELANEY CHEVROLET, INC.PA · 251216891-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $14M |
HUMPHREY MANAGEMENT LLCMD · 851633029-002 | ASCENSUS LLC | $9M |
Plans lost in 2024
Appeared last year under PW PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
EMERSON ELECTRIC COMPANYMO · 430259330-016 | MORGAN LEWIS | $3.0B |
EMERSON ELECTRIC COMPANYMO · 430259330-101 | GRANT THORNTON LLP | $363M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $4M | 2y | - |
NATERACA · 010894487-001 | $301M | 5,535 | $17,500 | 3y | 1 |
ILLINOIS COLLEGE OF OPTOMETRYIL · 362310478-006 | $108M | 461 | $11,000 | 2y | - |
COLLOM & CARNEY CLINIC ASSOCIATIONTX · 751151440-002 | $67M | 424 | $10,675 | 1y | - |
SUNRISE COAL, LLCIN · 371449270-001 | $52M | 787 | $16,667 | 1y | - |
GEO. BYERS SONS HOLDING, INC.OH · 314139860-003 | $50M | 1,103 | $20,000 | 1y | - |
MPW INDUSTRIAL SERVICES, INC.OH · 311014212-001 | $50M | 2,179 | $11,000 | 1y | 1 |
THE WALLICK COMPANIES, LLCOH · 870796046-001 | $23M | 1,307 | $9,000 | 1y | - |
EUGENUS, INC.CA · 900440060-001 | $21M | 124 | $5,725 | 1y | 1 |
PROGRESSIVE CHEVROLET COMPANYOH · 340472468-001 | $20M | 261 | $21,000 | 2y | - |
Flag exposure
60.0%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 (8)
Raw Schedule C names collapsed into PW PARTNERS.
- GO 2 PARTNERS
- IK PARTNERS
- PARTNERS
- PARTNERS LLC
- PW PARTNERS
- PW PARTNERS , LLC
- PW PARTNERS LLC
- PW PARTNERS, 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 PW PARTNERS'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 | 6.67% | 1.71% | +4.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 20.00% | 1.76% | +18.24 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 PW PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent