QUAN-VEST CONSULTANTS, INC.
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served52+6 YoYRank #351 of mapped providers
Assets under administration$12.3B0.0%Market share · rank #904
Fees received$2MMedian $31,717/planSum across Schedule C direct + indirect
Net wins YoY+46 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 QUAN-VEST CONSULTANTS, INC. plan look like?
Service mix · median fees per plan
Count of plans where QUAN-VEST CONSULTANTS, INC. 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); Consulting feesCode 27 | 37 | $32,500 | |
Investment management; Investment management fees paid directly by planCode 28 | 9 | $28,413 | |
Investment advisory (plan); Consulting (pension); Direct payment from the planCode 17 | 3 | $51,181 | |
Consulting (general)Code 16 | 1 | $6,000 | |
Trustee (individual)Code 20 | 1 | $26,196 | |
Direct payment from the plan; Consulting feesCode 50 | 1 | $43,484 |
Competitor overlap
Percent of QUAN-VEST CONSULTANTS, INC.'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 QUAN-VEST CONSULTANTS, INC..
| Sponsor | From | Assets |
|---|---|---|
LABORERS OF DELAWARE LCL UNION 199 BOARD OF TRUSTEESPA · 516024937-001 | STACEY BRAUN ASSOCIATES, INC. | $60M |
BOARD OF TRUSTEES LOCAL 812 ANNUITY FUNDNY · 874819968-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $34M |
BOARD OF TRUSTEES OF LOCAL 1931 PENSION FUNDNY · 116169861-001 | JOSEPH W. MCCARTHY & ASSOCIATES | $29M |
LABORERS ANNUITY FUND LOCAL #199 BOARD OF TRUSTEESPA · 516168953-002 | CENTRAL DATA SERVICES | $8M |
Plans lost in 2024
Appeared last year under QUAN-VEST CONSULTANTS, INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES SEAFARERS PENSION PLANMD · 136100329-001 | $2.1B | 17,705 | $214,992 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 282NY · 116245313-001 | $1.4B | 7,375 | $99,996 | 9y | - |
BOARD OF TRUSTEES CWA/ITU NEGOTIATED PENSION PLANNJ · 136212879-001 | $1.0B | 21,312 | $151,750 | 5y | - |
BOARD OF TRUSTEES SOFT DRINK AND BREWERY WORKERSNY · 135660090-001 | $974M | 7,674 | $136,992 | 7y | - |
BOARD OF TRUSTEES LOCAL 282NY · 116276104-002 | $887M | 5,146 | $54,000 | 9y | - |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | $767M | 13,861 | $132,996 | 9y | 1 |
TRUSTEES OF LOCAL 295 I.B.T. EMPLOYER GROUP PENSION TRUST FUNDNY · 116172155-001 | $640M | 5,521 | $105,000 | 10y | - |
BOARD OF TRUSTEES OF NURSES AND LOCAL 813 IBT RETIREMENT PLANNY · 133628926-001 | $613M | 13,994 | $135,000 | 9y | - |
BOARD OF TRUSTEES SEAFARERS OFFICERS AND EMPLOYEES PENSION PLANMD · 116138267-333 | $279M | 1,138 | $13,750 | 2y | - |
BOARD OF TRUSTEES OF PENSION FUND PRIVATE SANITATION UNION LOCAL 813 INY · 131975659-001 | $279M | 3,308 | $51,181 | 10y | - |
Flag exposure
98.1%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 (23)
Raw Schedule C names collapsed into QUAN-VEST CONSULTANTS, INC..
- QUAN - VEST CONSULTANTS, INC.
- QUAN CAPITAL
- QUAN VEST
- QUAN VEST CONSULTANT
- QUAN VEST CONSULTANTS
- QUAN VEST CONSULTANTS INC
- QUAN VEST CONSULTANTS, INC
- QUAN VEST CONSULTANTS, INC.
- QUAN VEST CONSULTING
- QUAN VEST INVESTMENT ADVISORS
- QUAN-VEST
- QUAN-VEST CONSULT INC
- QUAN-VEST CONSULTANT
- QUAN-VEST CONSULTANTS
- QUAN-VEST CONSULTANTS INC
- QUAN-VEST CONSULTANTS INC.
- QUAN-VEST CONSULTANTS, INC
- QUAN-VEST CONSULTANTS, INC.
- QUAN-VEST INVESTMENT ADVISORS
- QUANVEST CONSULTANTS
- QUANVEST CONSULTANTS INC
- QUANVEST CONSULTANTS INC.
- QUANVEST CONSULTANTS, INC.
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 QUAN-VEST CONSULTANTS, INC.'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 | 3 | 5.77% | 1.71% | +4.06 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 | 1 | 1.92% | 0.00% | +1.92 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with QUAN-VEST CONSULTANTS, INC.. 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).