TAX SHELTERED COMPENSATION, INC.
23 known aliases resolved via the canonical alias map
Market position · 2024
Plans served63-17 YoYRank #305 of mapped providers
Assets under administration$5.9B0.0%Market share · rank #1663
Fees received$698,449Median $9,307/planSum across Schedule C direct + indirect
Net wins YoY-1611 won · 27 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 TAX SHELTERED COMPENSATION, INC. plan look like?
Service mix · median fees per plan
Count of plans where TAX SHELTERED COMPENSATION, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Other services; Direct payment from the plan; Contract AdministratorCode 13 | 22 | $11,190 | |
Other services; Other fees; Direct payment from the planCode 49 | 19 | $6,062 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 17 | $5,000 | |
Investment advisory (plan); Consulting feesCode 27 | 2 | $2,500 | |
Claims processingCode 12 | 1 | $17,000 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $6,123 | |
Other feesCode 99 | 1 | $6,989 |
Competitor overlap
Percent of TAX SHELTERED COMPENSATION, INC.'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 TAX SHELTERED COMPENSATION, INC..
| Sponsor | From | Assets |
|---|---|---|
HP INC.TX · 941081436-003 | QDRO CONSULTANTS COMPANY, LLC | $4.6B |
THE CENTER FOR VICTIMS OF TORTUREMN · 363383933-002 | RBC WEALTH MANAGEMENT | $18M |
ASPEN WASTE SYSTEMS, INC.MN · 411665040-001 | PRINCIPAL LIFE INSURANCE COMPANY | $13M |
INSIDE EDGE COMMERCIAL INTERIOR SERVICES, LLCMN · 270076976-002 | PRINCIPAL LIFE INSURANCE COMPANY | $13M |
AURORA PHARMACEUTICAL, INC.MN · 832651857-001 | (new plan) | $11M |
VETTER STONE COMPANYMN · 410740459-001 | KESTRA INVESTMENT SERVICES LLC | $10M |
BROWN-WILBERT, INC.MN · 411821767-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $5M |
TRAVELNET SOLUTIONS, LLCMN · 900132087-001 | (new plan) | $4M |
MINNESOTA NATIVE LANDSCAPES, INC.MN · 411992818-001 | (new plan) | $0 |
Plans lost in 2024
Appeared last year under TAX SHELTERED COMPENSATION, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
GATEWAY FAMILY HEALTH CLINIC, LTD.MN · 411000577-002 | TSC 401K | $19M |
TRADITION CAPITAL BANKMN · 203063093-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $19M |
ST. LOUIS ARC, INC.MO · 430718811-001 | TSC 401K | $17M |
INNOVATIVE OFFICE SOLUTIONSMN · 364550688-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $17M |
ALLSTAR HOLDINGS, LLCMN · 832752570-001 | CREATIVE PLANNING LLC | $16M |
PIZZA RANCH, INC.IA · 900457482-001 | AMERICAN REALTY ADVISORS | $13M |
SOUTHVIEW SENIOR LIVING MANAGEMENT, LLCMN · 261942031-001 | RAYMOND JAMES FINANCIAL SERVICES | $13M |
LAKE AIR PRODUCTS LLCMN · 815191167-001 | WIPFLI LLP | $11M |
MERIDIAN BEHAVIORAL HEALTH, LLCMN · 205394048-001 | (new plan) | $10M |
MINNEAPOLIS-FOWLERVILLE CORPORATIONWI · 411977442-001 | TSC 401K | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HP INC.TX · 941081436-003 | $4.6B | 49,797 | $6,123 | 4y | - |
KGPCO, INC.MN · 411250049-002 | $107M | 2,478 | $36,600 | 3y | - |
INFINITE CAMPUS, INC.MN · 411745930-001 | $76M | 721 | $22,155 | 6y | 1 |
ASSOCIATED MILK PRODUCERS INC.MN · 741649119-102 | $70M | 1,414 | $33,700 | 4y | 1 |
UNIVERSITY OF NORTHWESTERN - ST. PAULMN · 410711610-001 | $70M | 1,151 | $24,070 | 10y | - |
PENINSULA HOTEL CHICAGO, LLCIL · 364273832-001 | $66M | 805 | $32,001 | 10y | - |
SOUTHDALE PEDIATRIC ASSOCIATES, LTD.MN · 410962307-002 | $66M | 205 | $13,000 | 3y | - |
MATHIOWETZ CONSTRUCTION COMPANYMN · 410873426-001 | $66M | 237 | $16,697 | 5y | - |
VAA, LLCMN · 205980566-001 | $62M | 295 | $12,625 | 10y | - |
FPH MORRIE'S LLCMN · 475308569-001 | $53M | 1,523 | $19,653 | 9y | 2 |
Flag exposure
81.0%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 (23)
Raw Schedule C names collapsed into TAX SHELTERED COMPENSATION, INC..
- GT TAX
- TAX COUNSEL, LTD
- TAX SHELETERED COMPENSATION INC
- TAX SHELETERED COMPENSATION, INC.
- TAX SHELTEED COMPENSATION INC.
- TAX SHELTERED COMEPNSATION, INC.
- TAX SHELTERED COMPENSAITON, INC.
- TAX SHELTERED COMPENSATION
- TAX SHELTERED COMPENSATION INC
- TAX SHELTERED COMPENSATION INC.
- TAX SHELTERED COMPENSATION, INC
- TAX SHELTERED COMPENSATION, INC.
- TAX SHELTERED COMPENSATION, INC.TAX
- TAX SHELTERED COMPENSATION,INC
- TAX SHELTERED CORPORATION
- TAX SHLETERED COMPENSATION
- TD TAX & ACCOUNTING
- THE 5500 TAX GROUP
- TSC
- TSC INC
- TSC SHELTERED COMPENSATION INC.
- TSC, INC
- TSC, 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 TAX SHELTERED COMPENSATION, INC.'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 | 5 | 7.94% | 7.76% | +0.17 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 15 | 23.81% | 1.71% | +22.10 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 16 | 25.40% | 1.76% | +23.64 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 TAX SHELTERED COMPENSATION, INC.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).