WTC CTF DIH
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2579 of mapped providers
Assets under administration$8.5B0.0%Market share · rank #1360
Fees received$977,600Median $49,427/planSum across Schedule C direct + indirect
Net wins YoY+01 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 WTC CTF DIH plan look like?
Service mix · median fees per plan
Count of plans where WTC CTF DIH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 3 | $69,862 | |
Investment management fees paid directly by planCode 51 | 1 | $28,992 |
Competitor overlap
Percent of WTC CTF DIH'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 WTC CTF DIH.
| Sponsor | From | Assets |
|---|---|---|
NOLAND HEALTH SERVICES, INC.AL · 630308739-001 | AEON US | $39M |
Plans lost in 2024
Appeared last year under WTC CTF DIH; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $870,629 | 5y | - |
BOARD OF TRUSTEES RETIREMENT PLAN FOR HOSPITAL EMPLOYEESCA · 942995676-001 | $1.2B | 17,381 | $69,862 | 3y | - |
BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLANNY · 166051585-001 | $64M | 799 | $28,992 | 6y | - |
NOLAND HEALTH SERVICES, INC.AL · 630308739-001 | $39M | 332 | $8,117 | 6y | - |
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 (10)
Raw Schedule C names collapsed into WTC CTF DIH.
- WTC CTF DIH
- WTC CTF OPPORTUNISTIC FIXED INCOME
- WTC-CF II SECURIZED OPPORTUNITIES
- WTC-CIF II CORE BOND PLUS
- WTC-CIF II SMALL CAP VALUE FUND
- WTC-CIF II US INV GRADE CORP
- WTC-CIF SECURITIZED
- WTC-CTF OPPORTUNISTIC
- WTC-CTF OPPORTUNISTIC FIXED INCOME
- WTC-DIF II SECURITIZED
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 WTC CTF DIH'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 WTC CTF DIH. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent