QUANTITATIVE PROCESS, LLC
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-3 YoYRank #4984 of mapped providers
Assets under administration$38M0.0%Market share · rank #8629
Fees received$85,851Median $42,926/planSum across Schedule C direct + indirect
Net wins YoY-30 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 QUANTITATIVE PROCESS, LLC plan look like?
Service mix · median fees per plan
Count of plans where QUANTITATIVE PROCESS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by plan; Investment managementCode 26 | 1 | $22,587 | |
Investment advisory (plan); Direct payment from the planCode 27 | 1 | $63,264 |
Competitor overlap
Percent of QUANTITATIVE PROCESS, LLC'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 QUANTITATIVE PROCESS, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under QUANTITATIVE PROCESS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | QUANTITATIVE MANAGEMENT ASSOCIATES | $182M |
ARTHRITIS AND OSTEOPOROSIS CONSULTANTS OF THE CAROLINAS, PANC · 562202409-001 | (new plan) | $10M |
SIRCHIE ACQUISITION COMPANY, LLCNC · 261186682-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GOULSTON TECHNOLOGIES, INC.NC · 621341202-003 | $31M | 148 | $63,264 | 10y | - |
THE PRESBYTERIAN HOME AT CHARLOTTE INC.NC · 566064186-001 | $7M | 198 | $22,587 | 10y | 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 (6)
Raw Schedule C names collapsed into QUANTITATIVE PROCESS, LLC.
- QUANTITATIVE INVESTMENT GLOBAL MNGT
- QUANTITATIVE MANAGEMENT
- QUANTITATIVE MANAGEMENT ASSOCIATION
- QUANTITATIVE PROCESS
- QUANTITATIVE PROCESS, INC.
- QUANTITATIVE PROCESS, 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 QUANTITATIVE PROCESS, LLC'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 | 50.00% | 1.71% | +48.29 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 QUANTITATIVE PROCESS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent