Albourne America
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18Rank #909 of mapped providers
Assets under administration$58.0B0.1%Market share · rank #177
Fees received$2MMedian $59,232/planSum across Schedule C direct + indirect
Net wins YoY+15 won · 4 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 Albourne America plan look like?
Service mix · median fees per plan
Count of plans where Albourne America ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Consulting (general); Direct payment from the planCode 16 | 7 | $52,752 | |
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $67,140 | |
Consulting (pension); Investment management fees paid directly by planCode 17 | 4 | $49,978 | |
Direct payment from the plan; Account maintenance feesCode 50 | 1 | $178,515 |
Competitor overlap
Percent of Albourne America'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 Albourne America.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | Kelly Press | $24.9B |
ERNST & YOUNG U.S. LLPNJ · 346565596-113 | UNITED ACTUARIAL SERVICES | $3.0B |
ERNST & YOUNG U.S. LLPNJ · 346565596-001 | UNITED ACTUARIAL SERVICES | $2.5B |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | Buck Global LLC | $2.5B |
ERNST & YOUNG U.S. LLPNJ · 346565596-111 | UNITED ACTUARIAL SERVICES | $2.4B |
Plans lost in 2024
Appeared last year under Albourne America; not this year.
| Sponsor | To | Assets |
|---|---|---|
PEPSICO, INC.NY · 131584302-004 | Prudential | $7.6B |
PEPSICO, INC.NY · 131584302-121 | Prudential | $4.3B |
CARILION CLINICVA · 541190771-001 | Troutman Pepper | $1.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TWDC ENTERPRISES 18 CORP.CA · 954545390-010 | $10.4B | 34,883 | $152,314 | 2y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $233,000 | 6y | - |
EXELON CORPORATIONIL · 232990190-002 | $6.1B | 23,999 | $175,870 | 8y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $467,590 | 10y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $197,630 | 3y | - |
TWDC ENTERPRISES 18 CORP.CA · 954545390-022 | $4.2B | 18,186 | $62,238 | 2y | - |
EASTMAN KODAK COMPANYNY · 160417150-001 | $3.1B | 33,088 | $178,515 | 5y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-113 | $3.0B | 3,767 | $56,225 | 1y | - |
ERNST & YOUNG U.S. LLPNJ · 346565596-001 | $2.5B | 3,902 | $24,989 | 1y | - |
THE NEW YORK AND PRESBYTERIAN HOSPITALNY · 133957095-009 | $2.5B | 38,699 | $48,222 | 1y | - |
Flag exposure
94.4%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 Albourne America.
- ACOSTA & RAMIREZ
- ACP INVESTMENTS LLC
- ACQUAVELLA, CHIARELLI, SHUSTER & CO
- ALBOURNE
- ALBOURNE ADVISORY FEE - PENSION
- ALBOURNE AMERICA
- ALBOURNE AMERICA LLC
- ALBOURNE AMERICA, LLC
- ALBOURNE AMERICAN, 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 Albourne America'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 Albourne America. 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 Albourne America'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 |
|---|---|---|
| Covington & Burling LLP | 3 | 16.7% |
| Groom Law Group, Chartered | 3 | 16.7% |
| Ferraiuoli LLC | 2 | 11.1% |
| Harter Secrest & Emery LLP | 1 | 5.6% |
| Ice Miller LLP | 1 | 5.6% |
| K&L Gates LLP | 1 | 5.6% |
| Krakow & Souris LLC | 1 | 5.6% |
| Latham & Watkins LLP | 1 | 5.6% |
| Morgan Lewis & Bockius LLP | 1 | 5.6% |
| Sidley Austin LLP | 1 | 5.6% |