Rael & Letson
other22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served58-4 YoYRank #336 of mapped providers
Assets under administration$42.5B0.1%Market share · rank #362
Fees received$8MMedian $101,059/planSum across Schedule C direct + indirect
Net wins YoY-33 won · 6 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 Rael & Letson plan look like?
Service mix · median fees per plan
Count of plans where Rael & Letson ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 50 | $123,242 | |
Direct payment from the plan; Consulting (general)Code 16 | 6 | $15,017 | |
Direct payment from the plan; Consulting (pension)Code 17 | 2 | $51,055 |
Competitor overlap
Percent of Rael & Letson'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 Rael & Letson.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, PACIFIC COAST BENEFITS TRUST FUNDWA · 911032878-001 | K&H Integrated Print Solutions | $786M |
BOARD OF TRUSTEES OF THE HOTEL UNION & HOTEL INDUSTRY OF HAWAII PENSIOHI · 996024339-001 | Lemke, Chinen & Tanaka, CPA, Inc. | $712M |
Plans lost in 2024
Appeared last year under Rael & Letson; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, CALIFORNIA IRONWORKERS FIELD PENSION TRUST FUNCA · 956042866-001 | RVK, Inc. | $3.0B |
BOARD OF TRUSTEES, CALIFORNIA IRON WORKERS FIELD DEFINED CONTRIBUTIONCA · 953304279-001 | RVK, Inc. | $1.0B |
BOARD OF TRUSTEES, NORTHWEST CARPENTERS INDIVIDUALWA · 911160641-002 | Groom Law Group, Chartered | $676M |
PIPE TRADES PENSION OF MONTANAWA · 911530117-001 | Schoedel & Schoedel CPAS PLLC | $73M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $6,998 | 3y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $360,000 | 10y | - |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUSTCA · 956032478-001 | $3.8B | 40,018 | $161,454 | 10y | - |
BOARD OF TRUSTEES, WESTERN UNITE HERE AND EMPLOYERSCA · 934160766-001 | $3.7B | 154,012 | $896,603 | 1y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $183,363 | 10y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $310,492 | 9y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $314,822 | 10y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA IBEW-NECACA · 956392774-001 | $1.6B | 18,310 | $328,683 | 10y | - |
SOUTHERN CALIFORNIA PIPE TRADES RETIREMENT FUNDCA · 516108443-001 | $1.6B | 15,360 | $233,158 | 10y | - |
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | $1.3B | 8,704 | $148,028 | 10y | - |
Flag exposure
96.6%Market: 89.1%
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 (22)
Raw Schedule C names collapsed into Rael & Letson.
- HAFER & COMPANY
- HAFLINGER & ASSOCIATES
- HAFLINGER & ASSOCIATES INC
- HAFLINGER & ASSOCIATES, INC
- HAFLINGER & ASSOCIATES, INC.
- HAFLINGER AND ASSOCIATES INC
- HAFLINGER AND ASSOCIATES INC.
- HAFLINGER& ASSOCIATES
- RAEL & LAETSON
- RAEL & LETSON
- RAEL & LETSON CONSULT & ACTUARIES
- RAEL & LETSON CONSULT& ACTUARIES
- RAEL & LETSON CONSULTANTS AND ACTUA
- RAEL & LETSON INC.
- RAEL & LETSON, INC
- RAEL & LETSON, INC.
- RAEL - LETSON
- RAEL AND LETSON
- RAEL LETSON
- RAEL LETSON CONSULTANTS & ACTUARIES
- RAEL-LETSON
- REAL & LETSON
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Rael & Letson'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 | 3 | 5.17% | 7.76% | -2.59 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 1.72% | 1.71% | 0.01 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 1.72% | 1.76% | -0.03 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 Rael & Letson. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Rael & Letson's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Washington Capital Management | 14 | 24.1% |
| Verus Advisors, Inc. | 13 | 22.4% |
| Loomis Sayles | 12 | 20.7% |
| ULLICO Inc | 7 | 12.1% |
| Brandywine Global Investment | 6 | 10.3% |
| Investment Performance Services LLC | 6 | 10.3% |
| NEPC LLC | 6 | 10.3% |
| AllianceBernstein | 4 | 6.9% |
| American Century | 4 | 6.9% |
| Dodge & Cox | 4 | 6.9% |
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).