All Spring Global Funds
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+2 YoYRank #2610 of mapped providers
Assets under administration$2.9B0.0%Market share · rank #2484
Fees received$355,417Median $0/planSum across Schedule C direct + indirect
Net wins YoY+33 won · 0 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 All Spring Global Funds plan look like?
Service mix · median fees per plan
Count of plans where All Spring Global Funds ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Other investment fees and expenses; Investment managementCode 28 | 4 | $0 |
Competitor overlap
Percent of All Spring Global Funds'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 All Spring Global Funds.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | Wells Capital Management | $2.9B |
FIVE STAR BANKCA · 680440105-001 | (new plan) | $20M |
W. DOUGLASS DISTRIBUTING LTD.TX · 752685770-001 | Pentec Pension Management Group Inc. | $117 |
Plans lost in 2024
Appeared last year under All Spring Global Funds; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | $2.9B | 130,691 | $355,417 | 1y | - |
FIVE STAR BANKCA · 680440105-001 | $20M | 238 | $0 | 1y | 1 |
BAUER EQUITY PARTNERSMO · 264809716-001 | $4M | 186 | $0 | 2y | 2 |
SECURE TRANSPORTATION COMPANY, INC.CA · 954049363-001 | $0 | 0 | $0 | 3y | 2 |
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 (8)
Raw Schedule C names collapsed into All Spring Global Funds.
- ADAMI LINDSEY & CO LLP
- ADAMS ADDRESSING ASSOC FOR SERVICES
- ADAMS ADDRESSING ASSOCIATES
- ADAMS ASHBY FINANCIAL ADVISORS
- ALL SPRING GLOBAL
- ALL SPRING GLOBAL FUNDS
- ALL SPRINGS (WELLS CAPITAL)
- ALL SPRINGS GLOBAL FUNDS
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 All Spring Global Funds'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 | 1 | 25.00% | 7.76% | +17.24 pp |
| Fidelity bond gap | 1 | 25.00% | 26.94% | -1.94 pp |
| Late contributions | 3 | 75.00% | 1.71% | +73.29 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 All Spring Global Funds. 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 All Spring Global Funds'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 |
|---|---|---|
| McCracken Stemerman & Holsberry LLP | 1 | 25.0% |
| Schwabe, Williamson & Wyatt | 1 | 25.0% |
| Seyfarth Shaw LLP | 1 | 25.0% |