THE LAMPO GROUP, INC.
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-2 YoYRank #905 of mapped providers
Assets under administration$8.2B0.0%Market share · rank #1378
Fees received$543,103Median $20,312/planSum across Schedule C direct + indirect
Net wins YoY-24 won · 6 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 THE LAMPO GROUP, INC. plan look like?
Service mix · median fees per plan
Count of plans where THE LAMPO GROUP, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 4 | $26,079 | |
Investment advisory (plan); Direct payment from the planCode 27 | 4 | $23,365 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $19,212 | |
Other feesCode 99 | 2 | $15,054 | |
Contract AdministratorCode 13 | 1 | $24,278 | |
Investment management; Investment management fees paid indirectly by plan; Direct payment from the planCode 28 | 1 | $21,412 | |
Direct payment from the plan; Participant communicationCode 38 | 1 | $9,698 |
Competitor overlap
Percent of THE LAMPO GROUP, 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 THE LAMPO GROUP, INC..
| Sponsor | From | Assets |
|---|---|---|
HINES INTERESTS LIMITED PARTNERSHIPTX · 760293595-001 | T ROWE PRICE RPS INC | $873M |
SSAB ENTERPRISES LLCAL · 753248335-002 | SMARTDOLLAR | $541M |
SCIENTIFIC RESEARCH CORPORATIONGA · 760255801-002 | CAPFINANCIAL PARTNERS LLC | $264M |
COMMUNITY HOUSING PARTNERS CORPORATIONVA · 541023025-002 | EPIC RETIREMENT PLAN SERVICES | $20M |
Plans lost in 2024
Appeared last year under THE LAMPO GROUP, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
ALPEK POLYESTER USA, LLCNC · 522343187-001 | PRINCIPAL LIFE INSURANCE COMPANY | $239M |
JENSEN HUGHES, INC.MD · 521199515-001 | T ROWE PRICE RPS INC | $228M |
A. DUDA & SONS, INC.FL · 590700499-003 | REHMANN ROBSON | $125M |
ENGINEERED AIR BALANCE CO., INC.TX · 750955026-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $32M |
REDLINE EQUIPMENT CO.OH · 340968868-002 | RAMSEY SOLUTIONS | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WSP USA BUILDINGS INC.NY · 131730785-001 | $3.3B | 23,617 | $243,410 | 2y | 1 |
FLOWSERVE CORPORATIONTX · 310267900-008 | $1.2B | 6,458 | $29,754 | 2y | 1 |
HINES INTERESTS LIMITED PARTNERSHIPTX · 760293595-001 | $873M | 4,550 | $35,268 | 4y | - |
LOUISIANA-PACIFIC CORPORATIONTN · 930609074-040 | $561M | 4,024 | $16,975 | 5y | - |
SSAB ENTERPRISES LLCAL · 753248335-002 | $541M | 1,873 | $17,640 | 5y | - |
INTERMEDIARYEDIA · 420841485-003 | $393M | 2,571 | $21,412 | 8y | - |
CCC INTELLIGENT SOLUTIONS INC.IL · 363073579-001 | $374M | 2,718 | $34,518 | 6y | - |
LITTELFUSE, INC.IL · 363795742-002 | $266M | 1,391 | $11,433 | 2y | - |
SCIENTIFIC RESEARCH CORPORATIONGA · 760255801-002 | $264M | 2,482 | $19,212 | 3y | - |
HCBECK, LTD.TX · 751731802-003 | $190M | 1,142 | $8,737 | 6y | - |
Flag exposure
62.5%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 (16)
Raw Schedule C names collapsed into THE LAMPO GROUP, INC..
- LAMPO GROUP
- LAMPO GROUP LLC
- THE LAMP GROUP,INC.ATTN CHRISTY A
- THE LAMPO GROUP
- THE LAMPO GROUP DBA SMARTDOLLAR
- THE LAMPO GROUP INC
- THE LAMPO GROUP INC.
- THE LAMPO GROUP LLC
- THE LAMPO GROUP LLC DBA SMARTDOLLAR
- THE LAMPO GROUP, INC
- THE LAMPO GROUP, INC.
- THE LAMPO GROUP, LLC
- THE LAMPO GROUP, LLC DBA SMARTDOLL
- THE LAMPO GROUP, LLC SMARTDOLLAR
- THE LAMPO GROUP,LLC DBA SMARTDOLLAR
- THE LAMPO GRP, LLC DBA SMART DOLLAR
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 THE LAMPO GROUP, 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 6.25% | 1.76% | +4.49 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 THE LAMPO GROUP, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent