ULRICH CONSULTING GROUP
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #3059 of mapped providers
Assets under administration$256M0.0%Market share · rank #5958
Fees received$132,625Median $13,000/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 ULRICH CONSULTING GROUP plan look like?
Service mix · median fees per plan
Count of plans where ULRICH CONSULTING GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment managementCode 28 | 3 | $13,000 |
Competitor overlap
Percent of ULRICH CONSULTING GROUP'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 ULRICH CONSULTING GROUP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ULRICH CONSULTING GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
SPOKANE EYE CLINIC PSWA · 910852217-001 | WASHINGTON TRUST BANK | $40M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NEW MEXICO ELECTRICIANS RETIREMENT BENEFIT FUNDNM · 516105542-001 | $239M | 2,603 | $107,625 | 10y | - |
BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOCAL 394 DCAZ · 516031325-002 | $15M | 641 | $13,000 | 10y | - |
BOT OPERATIVE PLASTERERS AND CEMENT MASONS LOC 394 PENSION TRUST FUNDAZ · 516031325-001 | $1M | 439 | $12,000 | 10y | - |
Flag exposure
66.7%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 (3)
Raw Schedule C names collapsed into ULRICH CONSULTING GROUP.
- ULRICH CONSULTING GROUP
- ULRICH CONSULTING GROUP LLC
- ULRICH INVESTMENT CONSULTANTS
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 ULRICH CONSULTING GROUP'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 ULRICH CONSULTING GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent