All providers

Rainier Investment Management

advisor

10 known aliases resolved via the canonical alias map

Market position · 2024

Plans served1Rank #7245 of mapped providers
Assets under administration$14M0.0%Market share · rank #8626
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY+00 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 Rainier Investment Management plan look like?
Service mix · median fees per plan
Count of plans where Rainier Investment Management ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment management; Shareholder servicing feesCode 28
1$0
Competitor overlap
Percent of Rainier Investment Management'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 Rainier Investment Management.
SponsorFromAssets
Plans lost in 2024
Appeared last year under Rainier Investment Management; not this year.
SponsorToAssets
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
CORPORATE MAILINGS INCNJ · 221822024-001
$14M278$010y1
Flag exposure
100.0%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 (10)
Raw Schedule C names collapsed into Rainier Investment Management.
  • RAINIER FUNDS
  • RAINIER GROUP
  • RAINIER INVESTMENT MANAGEMENT
  • RAINIER INVESTMENT MANAGEMENT LLC
  • RAINIER INVESTMENT MANAGEMENT, INC.
  • RAINIER INVESTMENT MANAGEMENT, LLC
  • RAINIER INVESTMENT MGMT
  • RAINIER INVESTMENT MGMT LLC
  • RAINIER INVESTMENT MGMT, INC
  • RAINIER INVESTMENTS
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 Rainier Investment Management's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions1100.00%1.76%+98.24 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Rainier Investment Management. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Rainier Investment Management's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
Deutsche Bank1100.0%
JPMorgan Chase1100.0%