TAG RESOURCES, LLC
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-17 YoYRank #2078 of mapped providers
Assets under administration$112M0.0%Market share · rank #7223
Fees received$173,057Median $11,055/planSum across Schedule C direct + indirect
Net wins YoY-171 won · 18 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 TAG RESOURCES, LLC plan look like?
Service mix · median fees per plan
Count of plans where TAG RESOURCES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 4 | $12,329 | |
Other feesCode 99 | 1 | $6,252 |
Competitor overlap
Percent of TAG RESOURCES, LLC'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 TAG RESOURCES, LLC.
| Sponsor | From | Assets |
|---|---|---|
CAPITOL PAIN INSTITUTETX · 208370906-001 | ADMIN. GROUP, LLC DBA TAG RESOURCES | $6M |
Plans lost in 2024
Appeared last year under TAG RESOURCES, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
VAN DE POL ENTERPRISES, INC.CA · 942428381-101 | T ROWE PRICE RPS INC | $22M |
EXAKTIME INNOVATIONS, INC.CA · 010552589-001 | ADMINISTRATIVE FIDUCIARY SERVICES | $16M |
JUDSON UNIVERSITYIL · 362515868-001 | TWO WEST CAPITAL ADVISORS | $15M |
MP MATERIALS CORP.NV · 844465489-001 | MORGAN STANLEY SMITH BARNEY | $14M |
CORBAN UNIVERSITYOR · 941312349-002 | COULTER & JUSTUS | $14M |
ZYNEX, INC.CO · 900275169-001 | ALPHA CAPITAL MANAGEMENT GROUP LLC | $13M |
TEAM SAN JOSECA · 200507663-001 | LEAFHOUSE FINANCIAL ADVISORS, LLC | $10M |
MULTNOMAH UNIVERSITYOR · 930398802-002 | PENTEGRA SERVICES, INC. | $9M |
HILL MANAGEMENT SERVICES, INCMD · 521723215-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $8M |
HEADLANDS RESEARCH, INC.FL · 830520149-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WISCONSIN FUEL & RETAIL ASSOCIATION, INC.WI · 390714470-001 | $51M | 1,131 | $1,693 | 6y | 1 |
CHRISTIAN SCHOOLS INTERNATIONALMI · 381565440-002 | $39M | 1,836 | $140,454 | 6y | 1 |
JOTTAN, INC.NJ · 222768915-001 | $12M | 150 | $11,055 | 7y | - |
CAPITOL PAIN INSTITUTETX · 208370906-001 | $6M | 310 | $13,603 | 4y | 1 |
PLAN COMPLIANCE SERVICES, INC.FL · 593708427-010 | $4M | 229 | $6,252 | 3y | - |
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 (10)
Raw Schedule C names collapsed into TAG RESOURCES, LLC.
- ADMIN . GROUP , LLC DBA TAG RESOURC
- ADMIN. GROUP, LLC DBA TAG R
- TAG ADVISORS
- TAG REAOURCES, LL
- TAG RESOOURCES, LLC
- TAG RESOURCES
- TAG RESOURCES LLC
- TAG RESOURCES, LLC
- TAG RESOURCES,LLC
- TAG RESOURES, 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 TAG RESOURCES, LLC'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 | 3 | 60.00% | 1.71% | +58.29 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 TAG RESOURCES, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent