Retention
Your at-risk client plans
Mid-market plans ($5M–$250M) showing a review trigger — material delinquency, an inadequate fidelity bond, or assets falling >15% YoY. Filtered to plans your firm advises.
| Plan sponsor | Loc | Plan assets | Trigger | Advisor of record |
|---|---|---|---|---|
| INSURANCE OFFICE OF AMERICA, INC. ↗ | LONGWOOD, FL | $70M | $226k delinquent | 🔒 unlock |
| MOLDED FIBER GLASS COMPANIES ↗ | ASHTABULA, OH | $63M | $164k delinquent | 🔒 unlock |
| FRALOCK, LLC ↗ | VALENCIA, CA | $26M | $289k delinquent | 🔒 unlock |
| COASTAL VILLAGES REGION FUND ↗ | ANCHORAGE, AK | $23M | $255k delinquent | 🔒 unlock |
| TAO GROUP OPERATING, LLC ↗ | LAS VEGAS, NV | $19M | $1M delinquent | 🔒 unlock |
| CCJ & ASSOCIATES, LLC ↗ | LAPORTE, TX | $13M | $101k delinquent | 🔒 unlock |
| GREAT LAKES FOOT & ANKLE INSTITUTE, PC ↗ | CHESTERFIELD, MI | $12M | $407k delinquent | 🔒 unlock |
| JAY INDUSTRIES, INC. ↗ | MANSFIELD, OH | $11M | assets declining | 🔒 unlock |
| SHOSHONE-BANNOCK GAMING ↗ | FORT HALL, ID | $5M | $104k delinquent | 🔒 unlock |
| IDM COMPANIES, LLC ↗ | VANCOUVER, WA | $5M | $212k delinquentunder-bonded | 🔒 unlock |
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