RELIANT CONSULTING & RESEARCH
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #2214 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2994
Fees received$177,829Median $12,500/planSum across Schedule C direct + indirect
Net wins YoY-20 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 RELIANT CONSULTING & RESEARCH plan look like?
Service mix · median fees per plan
Count of plans where RELIANT CONSULTING & RESEARCH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan); Investment managementCode 27 | 4 | $29,854 | |
Investment management; Direct payment from the planCode 28 | 1 | $9,556 |
Competitor overlap
Percent of RELIANT CONSULTING & RESEARCH'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 RELIANT CONSULTING & RESEARCH.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under RELIANT CONSULTING & RESEARCH; not this year.
| Sponsor | To | Assets |
|---|---|---|
OREGON - COLUMBIA CHAPTER AGCOR · 931059035-002 | PLATFORM CPAS LLP | $294M |
IVAR'S, INC.WA · 911349316-001 | SMITH BUNDAY BERMAN BRITTON, P.S. | $21M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $104,066 | 10y | - |
BD OF TRUSTEES, NORTHWEST SHEET METAL WORKERS SUPP PENSION PLANOR · 911702340-001 | $359M | 10,579 | $47,207 | 10y | 1 |
ZIDELL MARINE CORPORATIONOR · 910713057-001 | $82M | 205 | $4,500 | 10y | 1 |
ROGERS MACHINERY COMPANY, INC.OR · 930367459-001 | $70M | 560 | $12,500 | 10y | 1 |
WILLIAMS, KASTNER & GIBBS PLLCWA · 910208860-001 | $52M | 144 | $9,556 | 3y | - |
Flag exposure
80.0%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 RELIANT CONSULTING & RESEARCH.
- RELIANT
- RELIANT CONSULTING
- RELIANT CONSULTING & RESEARCH
- RELIANT CONSULTING AND RESEARCH
- RELIANT CONSULTING RESEARCH
- RELIANT TRUST COMPANY
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 RELIANT CONSULTING & RESEARCH'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 | 40.00% | 1.71% | +38.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 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 RELIANT CONSULTING & RESEARCH. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent