RENAISSANCE
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8+1 YoYRank #1574 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2388
Fees received$434,261Median $15,395/planSum across Schedule C direct + indirect
Net wins YoY+12 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 RENAISSANCE plan look like?
Service mix · median fees per plan
Count of plans where RENAISSANCE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 4 | $15,166 | |
Investment management; Direct payment from the planCode 28 | 2 | $118,485 | |
Other servicesCode 49 | 1 | $0 | |
Investment management fees paid directly by planCode 51 | 1 | $68,713 |
Competitor overlap
Percent of RENAISSANCE'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 RENAISSANCE.
| Sponsor | From | Assets |
|---|---|---|
PAVERS & ROAD BUILDERS DC PENSIONNY · 131990171-074 | WASMER, SCHROEDER & CO INC. | $776M |
STEADYMD, INC.MO · 811780240-001 | EPIC RETIREMENT PLAN SERVICES | $3M |
Plans lost in 2024
Appeared last year under RENAISSANCE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BEHAVIORAL HEALTH RESPONSE, INC.MO · 431718980-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PIPELINE INDUSTRY PENSION FUNDOK · 736146433-001 | $1.7B | 7,849 | $0 | 3y | - |
PAVERS & ROAD BUILDERS DC PENSIONNY · 131990171-074 | $776M | 3,945 | $229,243 | 6y | - |
TORRANCE HEALTH ASSOCIATIONCA · 330073515-001 | $436M | 2,854 | $68,713 | 9y | - |
ASAHI KASEI AMERICA, INC.MI · 132698638-001 | $294M | 1,966 | $92,349 | 4y | - |
ESKRIDGE AUTO GROUP, INC.OK · 731486292-001 | $28M | 333 | $7,726 | 7y | - |
DARAMIC, LLCNC · 571006869-004 | $10M | 85 | $7,267 | 4y | - |
SAND CREEK POST & BEAM, INCNE · 200605646-001 | $9M | 193 | $23,064 | 4y | - |
STEADYMD, INC.MO · 811780240-001 | $3M | 202 | $5,899 | 1y | 1 |
Flag exposure
75.0%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 (13)
Raw Schedule C names collapsed into RENAISSANCE.
- RENAISSANCE
- RENAISSANCE BENEFIT ADVISORS GROUP
- RENAISSANCE BENEFIT ADVISORS GROUP,
- RENAISSANCE FINANCIAL
- RENAISSANCE FINANCIAL CORP.
- RENAISSANCE FINANCIAL CORPORATION
- RENAISSANCE GROUP, LLC
- RENAISSANCE INSTITUTIONAL
- RENAISSANCE INTERNATIONAL
- RENAISSANCE INVESTMENT MGMT
- RENAISSANCE INVESTMENT TRUST
- RENAISSANCE INVESTMENTS
- RENAISSANCE TULSA HOTEL
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 RENAISSANCE'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 | 12.50% | 1.71% | +10.79 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 RENAISSANCE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent