Sittner & Nelson, LLC
attorney9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #4200 of mapped providers
Assets under administration$71M0.0%Market share · rank #6897
Fees received$82,406Median $29,764/planSum across Schedule C direct + indirect
Net wins YoY+12 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 Sittner & Nelson, LLC plan look like?
Service mix · median fees per plan
Count of plans where Sittner & Nelson, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $26,321 | |
Investment advisory (participants)Code 26 | 1 | $29,764 |
Competitor overlap
Percent of Sittner & Nelson, LLC'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 Sittner & Nelson, LLC.
| Sponsor | From | Assets |
|---|---|---|
RADIOLOGY ASSOCIATES, P.C.OR · 930593725-003 | (new plan) | $40M |
OREGON IMAGING CENTERS, L.L.C.OR · 931054138-001 | Fidelity Investments | $14M |
Plans lost in 2024
Appeared last year under Sittner & Nelson, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UMPQUA HEALTH, LLCOR · 461250214-003 | Fidelity Investments | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RADIOLOGY ASSOCIATES, P.C.OR · 930593725-003 | $40M | 147 | $29,764 | 1y | 1 |
WILLAMETTE COMMUNITY HEALTH SOLUTIONS D/B/A CASCADE HEALTHOR · 930421470-002 | $17M | 326 | $40,684 | 5y | - |
OREGON IMAGING CENTERS, L.L.C.OR · 931054138-001 | $14M | 213 | $11,958 | 4y | 1 |
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 (9)
Raw Schedule C names collapsed into Sittner & Nelson, LLC.
- ING INVESTMENT MGMT CO
- ING INVESTMENT MGMT CO LLC
- ING INVESTMENTS, LLC
- ING LIFE INS AND ANNUITY CO
- SITNER & NELSON, LLC
- SITTNER & NELSON LLC
- SITTNER & NELSON, LLC
- SITTNER AND NELSON LLC
- SITTNER AND NELSON, LLC
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 Sittner & Nelson, LLC'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 | 1 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 33.33% | 1.76% | +31.57 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 Sittner & Nelson, LLC. 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 Sittner & Nelson, LLC'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 |
|---|---|---|
| Creative Planning | 1 | 33.3% |