Retirement LLC Series Two
other14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-2 YoYRank #4038 of mapped providers
Assets under administration$15.1B0.0%Market share · rank #896
Fees received$2MMedian $8,599/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 Retirement LLC Series Two plan look like?
Service mix · median fees per plan
Count of plans where Retirement LLC Series Two ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Accounting (including auditing); Consulting (pension); ActuarialCode 10 | 1 | $8,599 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $1,964,222 | |
Other feesCode 99 | 1 | $60 |
Competitor overlap
Percent of Retirement LLC Series Two'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 Retirement LLC Series Two.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Retirement LLC Series Two; not this year.
| Sponsor | To | Assets |
|---|---|---|
DMG, INCORPORATED DBA MALLOY ELECTRICSD · 460311385-001 | Principal | $11M |
FRISBEES, INC.SD · 460356414-001 | Definiti LLC | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $2M | 5y | - |
COMMUNITY HEALTH CENTER OF SOUTHEAST KANSAS, INC.KS · 753002264-001 | $29M | 1,268 | $8,599 | 3y | - |
ESSICK AIR PRODUCTS, INC.AR · 710748001-001 | $9M | 211 | $60 | 5y | - |
Flag exposure
66.7%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 (14)
Raw Schedule C names collapsed into Retirement LLC Series Two.
- HARVEST FUND ADVISORS
- HARVEST FUND ADVISORS LLC
- HARVEST FUND ADVISORS, LLC
- HARVEST INVESTMENT ASSOCIATES
- HARVEST INVESTMENT CONSULTANTS
- HARVEST INVESTMENT CONSULTANTS INC
- RETIREMENT , LLC SERIES TWO
- RETIREMENT LLC - SERIES TWO
- RETIREMENT LLC SERIES TWO
- RETIREMENT LLC- SERIES TWO
- RETIREMENT, LLC - SERIES TWO
- RETIREMENT, LLC SERIES TWO
- RETIREMENT,LLC SERIES TWO
- RETIREMNT, LLC SERIES TWO
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 Retirement LLC Series Two'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 Retirement LLC Series Two. 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 Retirement LLC Series Two'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 |
|---|---|---|
| Acadian Asset Management | 1 | 33.3% |
| American Century | 1 | 33.3% |
| American Realty Advisors | 1 | 33.3% |
| Apollo Global Management | 1 | 33.3% |
| Arvest Wealth Management | 1 | 33.3% |
| Blackstone Alternative Asset Management | 1 | 33.3% |
| Dodge & Cox | 1 | 33.3% |
| Driehaus Capital Management | 1 | 33.3% |
| Entrust Global Partners Offshore LP | 1 | 33.3% |
| ERISA Services Inc. | 1 | 33.3% |