RICHMOND CAPITAL MANAGEMENT
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+1 YoYRank #1287 of mapped providers
Assets under administration$5.2B0.0%Market share · rank #1949
Fees received$832,078Median $44,254/planSum across Schedule C direct + indirect
Net wins YoY+02 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 RICHMOND CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where RICHMOND CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 8 | $86,493 | |
Investment advisory (plan)Code 27 | 3 | $11,370 |
Competitor overlap
Percent of RICHMOND CAPITAL MANAGEMENT'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 RICHMOND CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | BASYS | $902M |
TRUSTEES OF THE ELECTRICIANS PENSION PLAN, IBEW 995LA · 726057089-001 | KRISTINE B. GUILLOT | $74M |
Plans lost in 2024
Appeared last year under RICHMOND CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEESDC · 530237789-001 | PENSION BENEFIT INFORMATION | $1.6B |
SGS NORTH AMERICA INC.NJ · 133041390-007 | INSPIRA | $171M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
GENUINE PARTS COMPANYGA · 580254510-001 | $2.0B | 15,587 | $110,932 | 10y | - |
WELLSTAR HEALTH SYSTEM, INC.GA · 581649541-003 | $1.5B | 21,242 | $304,860 | 6y | - |
PIPE & REFRIGERATION FITTERS LOCAL 537MA · 516030859-001 | $962M | 3,883 | $44,254 | 2y | - |
IBEW JOINT PENSION FUND LOCAL 456NJ · 226238995-001 | $302M | 1,470 | $113,645 | 10y | - |
BOARD OF TRUSTEES OF CAROLINA ELECTRICAL WORKERS RETIREMENT FUNDFL · 561351864-001 | $154M | 5,190 | $83,362 | 10y | - |
BOARD OF TRUSTEES GENERAL BUILDING LAB LOCAL 66 ANNUITY FUNDNY · 112977468-006 | $141M | 2,456 | $15,590 | 1y | - |
BOARD OF TRUSTEES UFCW LOCAL 23 & GIANT EAGLE PENSION FUNDPA · 256107185-001 | $80M | 7,099 | $20,589 | 7y | - |
TRUSTEES OF THE ELECTRICIANS PENSION PLAN, IBEW 995LA · 726057089-001 | $78M | 1,385 | $11,370 | 8y | - |
IHI POWER SERVICES CORP.CA · 900819919-005 | $23M | 138 | $28,796 | 6y | - |
ETHOSENERGY, GTS HOLDINGS US, LLCTX · 760466008-002 | $8M | 115 | $9,057 | 10y | - |
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 (13)
Raw Schedule C names collapsed into RICHMOND CAPITAL MANAGEMENT.
- RICHMOND
- RICHMOND & COMPANY
- RICHMOND CAPITAL
- RICHMOND CAPITAL MANAGEMENT
- RICHMOND CAPITAL MANAGEMENT IN
- RICHMOND CAPITAL MANAGEMENT INC
- RICHMOND CAPITAL MANAGEMENT INC.
- RICHMOND CAPITAL MANAGEMENT, INC
- RICHMOND CAPITAL MANAGEMENT, INC.
- RICHMOND CAPITAL MANAGMENT, INC.
- RICHMOND CAPITAL MGMT.
- RICHMOND CAPITAL MGT, INC.
- RICHMOND CAPTIAL MANAGEMENT
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 RICHMOND CAPITAL MANAGEMENT'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 | 1 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 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 RICHMOND CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent