Alliance Benefit Group of Houston
recordkeeper60 known aliases resolved via the canonical alias map
Market position · 2024
Plans served74-5 YoYRank #261 of mapped providers
Assets under administration$30.9B0.0%Market share · rank #414
Fees received$2MMedian $9,433/planSum across Schedule C direct + indirect
Net wins YoY-317 won · 20 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 Alliance Benefit Group of Houston plan look like?
Service mix · median fees per plan
Count of plans where Alliance Benefit Group of Houston ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Other services; Contract AdministratorCode 13 | 26 | $5,803 | |
Other services; Other feesCode 49 | 20 | $7,252 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 9 | $10,672 | |
Recordkeeping feesCode 64 | 9 | $10,793 | |
Accounting (including auditing); Other servicesCode 10 | 2 | $11,674 | |
Investment advisory (plan)Code 27 | 2 | $76,111 | |
Investment managementCode 28 | 2 | $12,097 | |
Other feesCode 99 | 2 | $5,000 |
Competitor overlap
Percent of Alliance Benefit Group of Houston'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 Alliance Benefit Group of Houston.
| Sponsor | From | Assets |
|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | WAMCO | $8.9B |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | Walter Scott | $5.2B |
COMPUTER SERVICES, INC.KY · 610649699-001 | Cambridge Wealth Advisors | $247M |
HYDRO, INC.IL · 362995778-001 | Fidelity Investments | $49M |
SAN ANTONIO ACADEMY OF TEXASTX · 740878670-001 | Pensionmark Financial Group | $9M |
PFLUGER ARCHITECTS, INC.TX · 010764100-001 | (new plan) | $8M |
THE WOODLANDS CHRISTIAN ACADEMYTX · 760391401-001 | MassMutual Life Insurance Company | $7M |
PAYDAY BENEFITS, LLCUT · 200416309-333 | (new plan) | $7M |
CKM INDUSTRIES, INC.TX · 742376364-001 | Davidson Capital Management | $6M |
CONVO COMMUNICATIONS LLCTX · 264751776-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under Alliance Benefit Group of Houston; not this year.
| Sponsor | To | Assets |
|---|---|---|
PROSPERITY BANCSHARES, INC.TX · 742331986-001 | Fidelity Investments | $324M |
SNOW, CHRISTENSEN, & MARTINEAUUT · 870298631-001 | PCS Retirement | $56M |
NEW MEXICO ORTHOPAEDIC ASSOCIATES, P.C.NM · 850291612-002 | Sentinel Benefit Group, Inc. | $47M |
PUEBLO OF SANDIANM · 850223706-003 | REDW LLC | $45M |
BRISTOL HOSPICEUT · 203688586-001 | PCS Retirement | $44M |
DHI COMPUTING SERVICES, INC.UT · 870327243-001 | Soltis Advisors | $42M |
PEORIA CHAPTER OF THE LOCAL NO. 6 OF IL INTL UNION OF BRICKLAYERSIL · 376058341-001 | TIC International Corporation | $17M |
PETER-DEFRIES CORPORATIONNM · 850293433-001 | USB Financial Services Inc. | $16M |
INFOTRAX SYSTEMSUT · 870584415-001 | (new plan) | $12M |
G.E.O. HEAT EXCHANGERS, L.L.C.LA · 721344470-001 | Fidelity Investments | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $203,541 | 4y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $93,848 | 2y | - |
COMPUTER SERVICES, INC.KY · 610649699-001 | $247M | 1,702 | $33,400 | 1y | 1 |
TEXAS BIOMEDICAL RESEARCH INSTITUTETX · 741109630-001 | $114M | 1,180 | $19,705 | 5y | 2 |
L & H COMPANY, INC.IL · 363097857-002 | $85M | 363 | $0 | 9y | - |
THE PENTA BUILDING GROUP, LLCNV · 262603033-001 | $81M | 685 | $25,305 | 5y | 2 |
THE AMERICAN SCHOOL IN LONDON FOUNDATIONNJ · 136258480-001 | $66M | 218 | $33,574 | 10y | - |
SUN AUTO TIRE & SERVICE, INC.AZ · 823087766-002 | $55M | 4,298 | $73,655 | 5y | 2 |
WESTMONT HOSPITALITY MANAGEMENT, LLCTX · 261589372-001 | $54M | 4,072 | $21,343 | 9y | - |
HYDRO, INC.IL · 362995778-001 | $49M | 444 | $13,829 | 1y | - |
Flag exposure
91.9%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 (60)
Raw Schedule C names collapsed into Alliance Benefit Group of Houston.
- ADAMY VALUATION ADVISORS INC
- ADAMY VALUATION ADVISORS, INC.
- ADAPTIVE FINANCIAL CONSULTING
- ADAPTIVE METHODS INC
- ADAPTIVEDGE LLC
- ADC NO. 1 WELFARE FUND
- ADCARE ADMINISTRATIVE SERVICES, LLC
- ADCOCK FINANCIAL GROUP
- ADCOCK FINANCIAL GROUP INC
- ADD STAFF
- ADDEO POLACCO & ASSOCIATES, LLC
- ADDEO, POLACCO & ASSOCIATES, LLC
- ADDEO, POLACCO & PENTA, LLC
- ADDINGTON & MILLS, PSC
- ADDISON GROUP
- ADDIVANT
- ADDUCCI VEGA FINANCIAL GROUP LLC
- ADECCO
- ADECCO EMPLOYMENT SERVICES
- ADECCO USA, INC.
- ADELL HARRIMAN & CARPENTER, INC.
- ADELL, HARRIMAN & CARPENTER, INC.
- ADEMPOWER ADVISORY GROUP, LLC
- ADEMPOWER RETIREMENT ADVISORY SERV
- ALLIANCE BENEFIT GROUP
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 Alliance Benefit Group of Houston'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 | 3 | 4.05% | 7.76% | -3.71 pp |
| Fidelity bond gap | 12 | 16.22% | 26.94% | -10.72 pp |
| Late contributions | 26 | 35.14% | 1.71% | +33.42 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 16 | 21.62% | 1.76% | +19.86 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 Alliance Benefit Group of Houston. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Alliance Benefit Group of Houston'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 |
|---|---|---|
| World Investment Advisors LLC | 10 | 13.5% |
| Wilshire Associates | 6 | 8.1% |
| Morningstar Investment Management | 5 | 6.8% |
| Pensionmark Financial Group | 5 | 6.8% |
| Mesirow Financial | 3 | 4.0% |
| Northwestern Mutual Wealth Management Company | 3 | 4.0% |
| AssuredPartners Capital Inc. | 2 | 2.7% |
| ABG Consultants | 1 | 1.4% |
| Allianz | 1 | 1.4% |
| Ameriprise Financial | 1 | 1.4% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).