SOUND SHORE
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+1 YoYRank #1180 of mapped providers
Assets under administration$7.3B0.0%Market share · rank #1472
Fees received$765,988Median $17,054/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 SOUND SHORE plan look like?
Service mix · median fees per plan
Count of plans where SOUND SHORE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Direct payment from the planCode 27 | 5 | $14,014 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $261,352 | |
Consulting (general)Code 16 | 2 | $7,125 | |
Consulting (pension)Code 17 | 1 | $4,246 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $20,093 |
Competitor overlap
Percent of SOUND SHORE'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 SOUND SHORE.
| Sponsor | From | Assets |
|---|---|---|
GOOD FOOD STORE, INC.MT · 810468070-001 | (new plan) | $12M |
AXIS RESIDENTIAL, LLCWA · 862048471-001 | THE VANGUARD GROUP, INC. | $2M |
Plans lost in 2024
Appeared last year under SOUND SHORE; not this year.
| Sponsor | To | Assets |
|---|---|---|
HOMAGE SENIOR SERVICESWA · 910910680-002 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $354,697 | 8y | - |
GENUINE PARTS COMPANYGA · 580254510-001 | $2.0B | 15,587 | $261,352 | 10y | - |
LUMINATOR TECHNOLOGY GROUP, INC.TX · 562447018-001 | $31M | 604 | $6,891 | 2y | 2 |
DORIAN STUDIO, INC.WA · 910846352-001 | $22M | 232 | $23,688 | 2y | - |
SOUND WINDOW & DOOR, INC.WA · 911766879-001 | $13M | 621 | $27,931 | 2y | 1 |
GOOD FOOD STORE, INC.MT · 810468070-001 | $12M | 200 | $20,093 | 1y | 1 |
GOODWILL EASTER SEALS MIAMI VALLEYOH · 310537112-001 | $10M | 1,508 | $9,250 | 2y | 1 |
AMPLIO CORPORATIONID · 262784495-001 | $10M | 204 | $26,213 | 2y | - |
BETTER BUSINESS BUREAU GREAT WEST & PACIFICID · 911614623-001 | $7M | 181 | $12,613 | 2y | - |
INSTITUTE FOR FUNCTIONAL MEDICINEWA · 912107518-001 | $7M | 132 | $14,014 | 2y | 1 |
Flag exposure
83.3%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 (12)
Raw Schedule C names collapsed into SOUND SHORE.
- SOUND CONSULTING SERVICE
- SOUND CONSULTING SERVICES
- SOUND FINANCIAL GROUP
- SOUND FINANCIAL INVESTMENT MGMT
- SOUND FINANCIAL SYSTEMS
- SOUND POINT FLOATING
- SOUND POINT SENIOR FLOATING
- SOUND SHORE
- SOUND SHORE MANAGEMENT
- SOUND SHORE MANAGEMENT INC
- SOUND SHORE MANAGEMENT INC.
- SOUND SHORE MANAGEMENT, INC.
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 SOUND SHORE'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 | 4 | 33.33% | 26.94% | +6.39 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 8.33% | 1.76% | +6.57 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 SOUND SHORE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent