RIVERBRIDGE PARTNERS
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14+3 YoYRank #1013 of mapped providers
Assets under administration$17.0B0.0%Market share · rank #800
Fees received$2MMedian $108,370/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 RIVERBRIDGE PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where RIVERBRIDGE PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by planCode 28 | 9 | $140,833 | |
Soft dollars commissions; Investment management fees paid directly by plan; Securities brokerage commissions and feesCode 51 | 3 | $113,343 | |
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $56,133 |
Competitor overlap
Percent of RIVERBRIDGE PARTNERS'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 RIVERBRIDGE PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | BASYS | $7.1B |
Plans lost in 2024
Appeared last year under RIVERBRIDGE PARTNERS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $694,043 | 2y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $209,678 | 2y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $386,146 | 9y | - |
FAEGRE DRINKER BIDDLE & REATH LLPMN · 410244008-033 | $773M | 1,928 | $76,392 | 4y | 1 |
FAEGRE DRINKER BIDDLE & REATH LLPMN · 410244008-002 | $768M | 1,966 | $35,873 | 9y | 1 |
BOARD OF TRUSTEES OF NBA PLAYERS' PENSION PLANIN · 832172122-001 | $725M | 2,149 | $265,498 | 8y | - |
BOARD OF TRUSTEES FOR PACIFIC COAST ROOFERS PENSION PLANCA · 946051377-001 | $639M | 10,470 | $113,343 | 3y | - |
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERSWV · 526283006-001 | $470M | 2,281 | $153,712 | 8y | - |
LIBERTY UTILITIES CO.AZ · 274444001-007 | $405M | 1,864 | $103,397 | 5y | - |
TRUSTEES OF LOCAL UNION 786 IBT MATERIAL PENSIONIL · 516067400-001 | $376M | 3,039 | $140,833 | 9y | - |
Flag exposure
92.9%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 RIVERBRIDGE PARTNERS.
- RIVERBRIDGE
- RIVERBRIDGE ECO LEADERS
- RIVERBRIDGE PARTNERS
- RIVERBRIDGE PARTNERS LLC
- RIVERBRIDGE PARTNERS, 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 RIVERBRIDGE PARTNERS'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 14.29% | 1.76% | +12.53 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 RIVERBRIDGE PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent