REDW LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+4 YoYRank #1271 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3708
Fees received$275,784Median $24,500/planSum across Schedule C direct + indirect
Net wins YoY+45 won · 1 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 REDW LLC plan look like?
Service mix · median fees per plan
Count of plans where REDW LLC 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 | 9 | $24,000 | |
Consulting (general); Valuation (appraisals, etc.)Code 16 | 1 | $29,059 | |
Investment advisory (plan)Code 27 | 1 | $44,329 |
Competitor overlap
Percent of REDW 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 REDW LLC.
| Sponsor | From | Assets |
|---|---|---|
QUECHAN INDIAN TRIBECA · 860211181-001 | EQUITABLE ADVISORS LLC | $16M |
EYE CARE PHYSICIANS & SURGEONS, INCOR · 930611638-002 | GROVE MUELLER & SWANK PC | $16M |
HAWTHORN SENIOR LIVING, LLCWA · 371860512-001 | GROVE POINT INVESTMENTS LLC | $15M |
SEAMAN RESTAURANT CORPORATIONOR · 930638393-001 | GROVE MUELLER & SWANK PC | $8M |
SUNSHINE RETIREMENT LIVING LLCOR · 272259301-001 | GROVE MUELLER & SWANK PC | $7M |
Plans lost in 2024
Appeared last year under REDW LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
ACOMA BUSINESS ENTERPRISESNM · 850448136-001 | PFG ADVISORS, LLC | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PRESBYTERIAN HEALTHCARE SERVICESNM · 850105601-003 | $531M | 17,205 | $20,449 | 9y | - |
PRESBYTERIAN HEALTHCARE SERVICESNM · 850105601-004 | $261M | 1,744 | $27,660 | 6y | - |
PRESBYTERIAN HEALTH PLAN, INC.NM · 943037165-001 | $178M | 2,882 | $20,987 | 9y | 1 |
APL LOGISTICS AMERICAS, LTDAZ · 943017941-001 | $175M | 3,102 | $30,700 | 4y | 1 |
JAYNES COMPANIESNM · 850172050-001 | $44M | 265 | $29,059 | 6y | - |
PUEBLO OF ISLETANM · 850436027-004 | $35M | 1,867 | $44,329 | 4y | - |
QUECHAN INDIAN TRIBECA · 860211181-001 | $16M | 1,024 | $17,600 | 1y | - |
EYE CARE PHYSICIANS & SURGEONS, INCOR · 930611638-002 | $16M | 160 | $24,500 | 1y | 1 |
HAWTHORN SENIOR LIVING, LLCWA · 371860512-001 | $15M | 1,587 | $24,000 | 1y | - |
SEAMAN RESTAURANT CORPORATIONOR · 930638393-001 | $8M | 1,612 | $29,500 | 1y | 1 |
Flag exposure
72.7%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 (5)
Raw Schedule C names collapsed into REDW LLC.
- REDW
- REDW ADVISORS & CPAS
- REDW LLC
- REDW STANLEY
- REDW, 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 REDW 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 | 2 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 1 | 9.09% | 0.14% | +8.95 pp |
| Corrective distributions | 1 | 9.09% | 1.76% | +7.33 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 REDW 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