TODD EUGENE HOLT
21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+1 YoYRank #1246 of mapped providers
Assets under administration$3.0B0.0%Market share · rank #2470
Fees received$1MMedian $41,338/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 TODD EUGENE HOLT plan look like?
Service mix · median fees per plan
Count of plans where TODD EUGENE HOLT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Insurance agents and brokers; Insurance brokerage commissions and feesCode 22 | 3 | $31,657 | |
Investment management; Investment management fees paid directly by plan; Soft dollars commissionsCode 28 | 3 | $156,358 | |
Insurance servicesCode 23 | 2 | $8,178 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 1 | $13,010 | |
Investment management fees paid directly by plan; Soft dollars commissions; Direct payment from the planCode 50 | 1 | $133,906 |
Competitor overlap
Percent of TODD EUGENE HOLT'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 TODD EUGENE HOLT.
| Sponsor | From | Assets |
|---|---|---|
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEESNJ · 516135653-001 | ATALANTA SOSNOFF | $375M |
DECORATING PAINTERS DISTRICT COUNCIL 6 & CONTRACTORS ASSOCIATIONOH · 341515714-001 | PAINTING INDUSTRY FUNDS | $90M |
Plans lost in 2024
Appeared last year under TODD EUGENE HOLT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | $854M | 7,196 | $642,244 | 6y | - |
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEESIL · 526122274-001 | $503M | 13,533 | $133,906 | 3y | - |
IRONWORKERS LOCAL 11 PENSION FUND BOARD OF TRUSTEESNJ · 226243387-001 | $398M | 3,371 | $156,358 | 3y | - |
IRONWORKERS LOCAL 11 ANNUITY FUND BOARD OF TRUSTEESNJ · 516135653-001 | $395M | 4,481 | $51,018 | 2y | - |
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUNDOH · 340904419-001 | $350M | 9,142 | $76,527 | 10y | - |
STEPTOE & JOHNSON PLLCWV · 550286140-001 | $189M | 919 | $13,010 | 5y | - |
IBEW UNION LOCAL 129MI · 346701406-001 | $123M | 742 | $31,657 | 3y | - |
DECORATING PAINTERS DISTRICT COUNCIL 6 & CONTRACTORS ASSOCIATIONOH · 341515714-001 | $90M | 3,130 | $6,271 | 1y | - |
TRUSTEES OF PLAN I B E W LOCAL 673 PENSION PLANOH · 346661994-001 | $85M | 559 | $10,426 | 10y | - |
I.B.E.W. LOCAL 673 PROFIT SHARING ANNUITY PLAN - BOARD OF TRUSTEESOH · 346661994-002 | $54M | 651 | $5,929 | 7y | - |
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 (21)
Raw Schedule C names collapsed into TODD EUGENE HOLT.
- C. TODD MOLESSA
- TODD AND ASSOCIATES
- TODD ASSET MANAGEMENT
- TODD ASSET MANAGEMENT LLC
- TODD ASSET MANAGEMENT, LLC
- TODD ASSETT MANAGEMENT
- TODD ASSOCIATES INC
- TODD ASSOCIATES INC.
- TODD ASSOCIATES, INC.
- TODD DELLIGATTI
- TODD EUDGENE HOLT
- TODD EUGENE HOLT
- TODD GOLDEN
- TODD HANSON
- TODD HARRIS
- TODD MAIN COMPANY
- TODD MORAN
- TODD PALO
- TODD R KREITZMAN
- TODD, HAMAKER & JOHNSON LLP
- TODD, HAMAKER& JOHNSON LLP
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 TODD EUGENE HOLT'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 TODD EUGENE HOLT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent