THE O.N. EQUITY SALES COMPANY
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-2 YoYRank #1657 of mapped providers
Assets under administration$188M0.0%Market share · rank #6350
Fees received$134,017Median $15,710/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 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 O.N. EQUITY SALES COMPANY plan look like?
Service mix · median fees per plan
Count of plans where THE O.N. EQUITY SALES COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Other feesCode 49 | 6 | $12,372 | |
Investment advisory (plan)Code 27 | 1 | $16,677 |
Competitor overlap
Percent of THE O.N. EQUITY SALES COMPANY'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 O.N. EQUITY SALES COMPANY.
| Sponsor | From | Assets |
|---|---|---|
ACOPIA, LLCTN · 260777326-001 | PRINCIPAL LIFE INSURANCE COMPANY | $15M |
Plans lost in 2024
Appeared last year under THE O.N. EQUITY SALES COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICA VOTES, INC.DC · 264568349-001 | GLOBAL RETIREMENT PARTNERS LLC | $7M |
GERITOM MED, INC.MN · 411589027-001 | (new plan) | $6M |
PATHWAYS BEHAVIORAL SERVICES INCIA · 510245708-001 | FISHER INVESTMENTS | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ADMINISTRATIVE GROUP, LLC DBA TRANSAMERICA FIDUCIARY SERVICESIA · 421484983-010 | $53M | 3,224 | $16,677 | 1y | 1 |
INVIO AUTOMATION, INC.MI · 833107759-001 | $39M | 605 | $7,332 | 3y | - |
DTN MANAGEMENT COMPANYMI · 383287356-002 | $28M | 308 | $26,324 | 8y | 1 |
BLOCK IMAGING PARTS AND SERVICE, LLCMI · 300318501-001 | $23M | 400 | $15,710 | 1y | 1 |
ROBERTS SINTO CORPORATIONMI · 382734031-002 | $18M | 215 | $12,372 | 2y | 2 |
ACOPIA, LLCTN · 260777326-001 | $15M | 197 | $8,612 | 1y | - |
ST. CHARLES HEALTH COUNCIL, INC.VA · 237319768-001 | $11M | 214 | $46,990 | 10y | - |
Flag exposure
85.7%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 (9)
Raw Schedule C names collapsed into THE O.N. EQUITY SALES COMPANY.
- O N EQUITY SALES CO
- O N EQUITY SALES COMPANY
- O N EQUITY SALES COMPANY THE
- O.N. EQUITY SALES
- O.N. EQUITY SALES COMPANY
- THE O N EQUITY SALES COMPANY
- THE O.N. EQUITY SALES CO
- THE O.N. EQUITY SALES CO.
- THE O.N. EQUITY SALES COMPANY
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 O.N. EQUITY SALES COMPANY'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 | 4 | 57.14% | 1.71% | +55.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 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 O.N. EQUITY SALES COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent