THE MONROE VOS CONSULTING GROUP INC
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-8 YoYRank #5246 of mapped providers
Assets under administration$465M0.0%Market share · rank #5129
Fees received$42,101Median $21,051/planSum across Schedule C direct + indirect
Net wins YoY-80 won · 8 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 MONROE VOS CONSULTING GROUP INC plan look like?
Service mix · median fees per plan
Count of plans where THE MONROE VOS CONSULTING GROUP INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Redemption fees; Investment advisory (plan)Code 27 | 1 | $42,101 | |
Other feesCode 99 | 1 | $0 |
Competitor overlap
Percent of THE MONROE VOS CONSULTING 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 MONROE VOS CONSULTING GROUP INC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under THE MONROE VOS CONSULTING GROUP INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
MCLANE COMPANY, INC.TX · 741478631-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $1.4B |
INTEGRIS HEALTH, INC.OK · 731192764-002 | CAPFINANCIAL PARTNERS LLC | $957M |
INTEGRIS HEALTH, INC.OK · 731192764-003 | CAPFINANCIAL PARTNERS LLC | $254M |
CARRIAGE FUNERAL HOLDINGS, INC.TX · 760339922-001 | CAPFINANCIAL PARTNERS LLC | $91M |
ELMA ELECTRONIC INC.CA · 133276071-001 | SUNTRUST BANKS, INC. | $64M |
DX HOLDING CO., INC.TX · 760268673-002 | CAPFINANCIAL PARTNERS LLC | $31M |
THORPE SPECIALTY SERVICES CORPORATIONTX · 453454901-001 | MOSS ADAMS LLP | $26M |
MEDMIX US HOLDING INC.NH · 863101300-001 | CAPFINANCIAL PARTNERS LLC | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTEGRIS HEALTH, INC.OK · 731192764-001 | $423M | 5,696 | $42,101 | 8y | - |
DELMAR SYSTEMS, INC.LA · 943435860-001 | $43M | 147 | $0 | 5y | - |
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 (18)
Raw Schedule C names collapsed into THE MONROE VOS CONSULTING GROUP INC.
- MONROE AND ASSOCIATES, INC.
- MONROE CAP SENIOR SECONDARY
- MONROE SHINE AND COMPANY INC
- MONROE VOS CONSULTING GROUP
- MONROE VOS CONSULTING GROUP INC
- MONROE VOS CONSULTING GROUP INC.
- MONROE VOS CONSULTING GROUP, INC.
- MONROE VOS CONSULTING INC
- MONROE VOS CONSULTING, INC
- MONROE VOS SECURITIES GROUP, INC
- MONROE VOS SECURITIES GROUP, INC.
- THE MONROE VOS CONSULTING GROU
- THE MONROE VOS CONSULTING GROUP
- THE MONROE VOS CONSULTING GROUP INC
- THE MONROE VOS CONSULTING GROUP, I
- THE MONROE VOS CONSULTING GROUP, IN
- THE MONROE VOS CONSULTING GROUP,INC
- THE MONROE VOSS CONSULTING GRO
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 MONROE VOS CONSULTING 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 | 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 THE MONROE VOS CONSULTING 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