THERESA GRILLO
13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #2794 of mapped providers
Assets under administration$721M0.0%Market share · rank #4600
Fees received$169,727Median $65,415/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 THERESA GRILLO plan look like?
Service mix · median fees per plan
Count of plans where THERESA GRILLO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 3 | $65,415 |
Competitor overlap
Percent of THERESA GRILLO'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 THERESA GRILLO.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under THERESA GRILLO; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $470M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF POINTERS,NY · 133208565-001 | $412M | 2,919 | $65,415 | 10y | - |
SERVICE EMPLOYEES PENSION FUND OF UPSTATE NYNY · 160908576-001 | $230M | 9,408 | $37,346 | 10y | - |
BOARD OF TRUSTEES BAKERY DRIVERS LOCAL 802 PENSION FUNDNY · 516112573-001 | $79M | 1,524 | $66,966 | 8y | - |
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 (13)
Raw Schedule C names collapsed into THERESA GRILLO.
- THERESA A. CHRISTIAN
- THERESA BEHLAU
- THERESA CARPENTER
- THERESA CHRISTIAN
- THERESA CLARK
- THERESA DAGOSTO
- THERESA GRILLO
- THERESA HAUCK
- THERESA MCLEAN
- THERESA MIOTTO
- THERESA S. LISTL
- THERESA TINERVIA
- THERESA WALTERS
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 THERESA GRILLO'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 THERESA GRILLO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent