VALLEY FORGE INVESTMENT CONSULTANTS
35 known aliases resolved via the canonical alias map
Market position · 2024
Plans served41+1 YoYRank #411 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2469
Fees received$1MMedian $25,000/planSum across Schedule C direct + indirect
Net wins YoY+26 won · 4 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 VALLEY FORGE INVESTMENT CONSULTANTS plan look like?
Service mix · median fees per plan
Count of plans where VALLEY FORGE INVESTMENT CONSULTANTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Other feesCode 49 | 13 | $0 | |
Other feesCode 99 | 12 | $16,429 | |
Other fees; Investment advisory (plan)Code 27 | 10 | $37,687 | |
Investment advisory (plan); Investment management; Investment advisory (participants)Code 26 | 7 | $37,183 | |
Direct payment from the plan; Other services; Other fees; Contract AdministratorCode 13 | 3 | $6,474 | |
Investment management; Direct payment from the planCode 28 | 2 | $60,991 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $0 | |
Recordkeeping feesCode 64 | 1 | $6,300 |
Competitor overlap
Percent of VALLEY FORGE INVESTMENT CONSULTANTS'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 VALLEY FORGE INVESTMENT CONSULTANTS.
| Sponsor | From | Assets |
|---|---|---|
MI WINDOWS AND DOORS, LLCPA · 951901059-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $304M |
BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUNDOH · 346720162-001 | ANDCO CONSULTING | $80M |
BPG REAL ESTATE SERVICES, LLCDE · 510410104-001 | WITHUMSMITH+BROWN, PC | $17M |
MARSHALL INDUSTRIAL TECHNOLOGIESNJ · 210682061-002 | JOHN HANCOCK LIFE INSURANCE COMPANY | $14M |
SMUCKER COMPANYPA · 232375201-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $12M |
US PACK SERVICES, LLCFL · 832725625-001 | THE VANGUARD GROUP, INC. | $12M |
Plans lost in 2024
Appeared last year under VALLEY FORGE INVESTMENT CONSULTANTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRACEYS SUPERMARKET, INC.PA · 231951493-002 | (new plan) | $6M |
THE LODGE AT WOODLOCHPA · 203886693-001 | (new plan) | $2M |
VITALYST, LLCPA · 203530443-001 | (new plan) | $128,964 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMERITEAM SERVICES, LLCTN · 472129748-002 | $1.8B | 24,708 | $17,533 | 2y | 2 |
MI WINDOWS AND DOORS, LLCPA · 951901059-001 | $304M | 6,312 | $125,000 | 9y | - |
SIGNANT HEALTH GLOBAL LLCPA · 043559429-002 | $108M | 1,160 | $52,500 | 6y | 1 |
GENTEX CORPORATIONPA · 232801499-002 | $94M | 1,145 | $50,000 | 10y | - |
BRIDGE, STRUCTURAL & ORNAMENTAL IRONWORKERS LOCAL 207 PENSION FUNDOH · 346720162-001 | $80M | 658 | $7,858 | 1y | - |
FRONTAGE LABORATORIES INC.PA · 201027574-001 | $63M | 916 | $69,482 | 8y | 2 |
MEDRISK, LLCPA · 232788593-001 | $52M | 1,393 | $57,135 | 7y | 1 |
RESTORIXHEALTHLA · 223583662-001 | $48M | 1,552 | $47,500 | 5y | 1 |
LANCASTER ORTHOPEDIC GROUP, P.C.PA · 232936169-002 | $34M | 281 | $0 | 10y | - |
STAUFFER MANUFACTURING COMPANYPA · 231468619-001 | $32M | 267 | $0 | 6y | - |
Flag exposure
75.6%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 (35)
Raw Schedule C names collapsed into VALLEY FORGE INVESTMENT CONSULTANTS.
- VALLEY CREST LANDSCAPE
- VALLEY FIRE PROTECTION SCS LLC
- VALLEY FORCE INVESTMENT CONSUL
- VALLEY FORDGE INVESTMENT CONSULTANT
- VALLEY FORGE ASSET MANAGEMENT
- VALLEY FORGE ASSET MANAGEMENT CORP
- VALLEY FORGE ASSET MANAGEMENT CORP.
- VALLEY FORGE ASSET MGMT CORP
- VALLEY FORGE BENEFIT ADMINISTRATORS
- VALLEY FORGE FINACIAL GROUP
- VALLEY FORGE FINANCIAL GROUP
- VALLEY FORGE INV CONSULTANTS, INC.
- VALLEY FORGE INVESTMENT
- VALLEY FORGE INVESTMENT CO
- VALLEY FORGE INVESTMENT COMPANY
- VALLEY FORGE INVESTMENT CONSUL
- VALLEY FORGE INVESTMENT CONSULANTS
- VALLEY FORGE INVESTMENT CONSULT
- VALLEY FORGE INVESTMENT CONSULTANT
- VALLEY FORGE INVESTMENT CONSULTANTS
- VALLEY FORGE INVTMT CONSULTANT INC
- VALLEY FORGE PENSION
- VALLEY FORGE PENSION MANAGEMENT
- VALLEY FORGE PENSION MANAGEMENT INC
- VALLEY FORGE PENSION MANAGEMENT, IN
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 VALLEY FORGE INVESTMENT CONSULTANTS'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 | 1 | 2.44% | 7.76% | -5.32 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 13 | 31.71% | 1.71% | +29.99 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 19.51% | 1.76% | +17.75 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 VALLEY FORGE INVESTMENT CONSULTANTS. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).