SPECIALTY LOAN INSTL FD 2016 L
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-2 YoYRank #5270 of mapped providers
Assets under administration$5.3B0.0%Market share · rank #1807
Fees received$589,127Median $589,127/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 SPECIALTY LOAN INSTL FD 2016 L plan look like?
Service mix · median fees per plan
Count of plans where SPECIALTY LOAN INSTL FD 2016 L ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $589,127 |
Competitor overlap
Percent of SPECIALTY LOAN INSTL FD 2016 L'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 SPECIALTY LOAN INSTL FD 2016 L.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SPECIALTY LOAN INSTL FD 2016 L; not this year.
| Sponsor | To | Assets |
|---|---|---|
SAINT LOUIS UNIVERSITYMO · 430654872-001 | TIAA | $910M |
SAINT LOUIS UNIVERSITYMO · 430654872-002 | TIAA | $709M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEXTERA ENERGY, INC.FL · 592449419-001 | $5.3B | 29,209 | $589,127 | 9y | - |
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 (5)
Raw Schedule C names collapsed into SPECIALTY LOAN INSTL FD 2016 L.
- E&J SPECIALTY CONTRACTOR
- E&J SPECIALTY LLC
- SPECIALTY FINANCE & CONSULTING GROU
- SPECIALTY LOAN INSTL FD 2016 L
- SPECIALTY MAILING 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 SPECIALTY LOAN INSTL FD 2016 L'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 | 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 SPECIALTY LOAN INSTL FD 2016 L. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent