TRUSTEED RETIREMENT PROGRAM
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served14+1 YoYRank #984 of mapped providers
Assets under administration$634M0.0%Market share · rank #4745
Fees received$87,112Median $3,879/planSum across Schedule C direct + indirect
Net wins YoY+11 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 TRUSTEED RETIREMENT PROGRAM plan look like?
Service mix · median fees per plan
Count of plans where TRUSTEED RETIREMENT PROGRAM ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (individual); Investment management fees paid directly by plan; Investment advisory (plan)Code 20 | 14 | $3,879 |
Competitor overlap
Percent of TRUSTEED RETIREMENT PROGRAM'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 TRUSTEED RETIREMENT PROGRAM.
| Sponsor | From | Assets |
|---|---|---|
TRAX FEDERAL CREDIT UNIONFL · 590626681-022 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under TRUSTEED RETIREMENT PROGRAM; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED NATIONS FEDERAL CREDIT UNIONNY · 131628594-022 | $144M | 850 | $19,805 | 10y | - |
SUNWARD FEDERAL CREDIT UNIONNM · 850113445-001 | $111M | 752 | $15,281 | 9y | - |
NUSENDA FEDERAL CREDIT UNIONNM · 850105773-001 | $88M | 742 | $12,147 | 10y | - |
FIRST COMMUNITY CREDIT UNIONMO · 430687711-001 | $62M | 686 | $8,431 | 7y | - |
SHELL FEDERAL CREDIT UNIONTX · 741132577-022 | $46M | 492 | $6,273 | 10y | - |
ST. MARY'S BANKNH · 020187390-001 | $44M | 378 | $6,110 | 7y | - |
SECURITYPLUS FEDERAL CREDIT UNIONMD · 520584127-001 | $34M | 202 | $4,659 | 7y | - |
SUMMIT CREDIT UNIONWI · 390230585-001 | $22M | 872 | $3,098 | 9y | - |
FLORIDACENTRAL CREDIT UNIONFL · 590857430-022 | $19M | 141 | $2,649 | 7y | - |
ST LOUIS COMMUNITY CREDIT UNIONMO · 430616804-001 | $19M | 183 | $2,549 | 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 (1)
Raw Schedule C names collapsed into TRUSTEED RETIREMENT PROGRAM.
- TRUSTEED RETIREMENT PROGRAM
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 TRUSTEED RETIREMENT PROGRAM'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 TRUSTEED RETIREMENT PROGRAM. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent