Agincourt Capital Management, LLC
advisor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1878 of mapped providers
Assets under administration$19.4B0.0%Market share · rank #700
Fees received$615,891Median $65,706/planSum across Schedule C direct + indirect
Net wins YoY+01 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 Agincourt Capital Management, LLC plan look like?
Service mix · median fees per plan
Count of plans where Agincourt Capital Management, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment managementCode 28 | 7 | $28,225 | |
Contract AdministratorCode 13 | 1 | $76,350 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $115,564 |
Competitor overlap
Percent of Agincourt Capital Management, 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 Agincourt Capital Management, LLC.
| Sponsor | From | Assets |
|---|---|---|
OGE ENERGY CORP.OK · 731481638-001 | Fidelity Investments | $281M |
Plans lost in 2024
Appeared last year under Agincourt Capital Management, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF TEAMSTERS LOCAL 301IL · 366492992-001 | SARA HAFFNER- WOLF | $429M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FORD MOTOR COMPANYMI · 380549190-001 | $17.8B | 138,666 | $76,350 | 10y | - |
ATMOS ENERGY CORPORATIONTX · 751743247-003 | $580M | 4,129 | $141,805 | 10y | - |
OGE ENERGY CORP.OK · 731481638-001 | $281M | 2,314 | $115,564 | 1y | - |
UTAH SHEET METAL PENSION TRUSTUT · 876156446-001 | $249M | 1,602 | $137,110 | 5y | - |
ST. CLAIR HOSPITALPA · 251010303-001 | $190M | 3,373 | $27,769 | 10y | - |
PLUMBERS & STEAMFITTERS LOCAL 43 PENSION FUNDTN · 626101288-001 | $153M | 1,831 | $65,706 | 10y | - |
OLTMANS COMPANIESCA · 473698702-001 | $93M | 212 | $28,225 | 10y | 2 |
BOARD OF TRUSTEES INLAND PENSION FUNDNJ · 136068885-001 | $21M | 675 | $13,756 | 9y | - |
CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTON, INC.PA · 240818341-001 | $15M | 288 | $9,606 | 1y | - |
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 (15)
Raw Schedule C names collapsed into Agincourt Capital Management, LLC.
- ACCESS INVESTMENT ADVISORS
- ACCESS IT GROUP
- ACCESS MEDICALS
- ACCESS ONE INC
- ACCESS PLAN ADMINISTRATION
- ACCESS PLAN ADMINISTRATION INC
- ACCESS PLAN ADMINISTRATION, INC
- ACCESS PLAN ADMINISTRATION, INC.
- AGINCOURT
- AGINCOURT CAPITAL
- AGINCOURT CAPITAL MANAGEMENT
- AGINCOURT CAPITAL MANAGEMENT LLC
- AGINCOURT CAPITAL MANAGEMENT, LLC
- AGINCOURT CAPITAL MANAGMENT LLC
- AGINCOURT CAPITAL MGMT 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 Agincourt Capital Management, 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 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 11.11% | 1.76% | +9.35 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 Agincourt Capital Management, 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 Agincourt Capital Management, 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 |
|---|---|---|
| Baldwin Moffitt Behm LLP | 1 | 11.1% |
| Slevin & Hart PC | 1 | 11.1% |
| Spencer Fane | 1 | 11.1% |
| Stranch, Jennings & Garvey | 1 | 11.1% |