Anastasi Moore & Martin
auditor29 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26+4 YoYRank #667 of mapped providers
Assets under administration$13.2B0.0%Market share · rank #986
Fees received$866,036Median $23,523/planSum across Schedule C direct + indirect
Net wins YoY+56 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 Anastasi Moore & Martin plan look like?
Service mix · median fees per plan
Count of plans where Anastasi Moore & Martin ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Accounting (including auditing)Code 10 | 22 | $22,741 | |
Employee (plan)Code 30 | 2 | $84,619 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $63,709 | |
Employee (plan sponsor)Code 35 | 1 | $24,822 |
Competitor overlap
Percent of Anastasi Moore & Martin'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 Anastasi Moore & Martin.
| Sponsor | From | Assets |
|---|---|---|
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | Ryan Labs | $1.5B |
BD OF TRUSTEES, NORTHWEST SHEET METAL WORKERS SUPP PENSION PLANOR · 911702340-001 | StanCorp Financial Group | $359M |
BOT, N.W. GMP & ALLIED WORKERS PENSION PLANWA · 916033485-001 | Welfare & Pension Admin Service Inc. | $87M |
PARKER MOTORS, INC.ID · 820344657-003 | D.A. Davidson & Co. | $44M |
WASHINGTON-IDAHO CEMENT MASONS EMPLOYERS RETIREMENT TRUST FUNDWA · 916123986-001 | Segal Select Insurance Services | $39M |
SCAFCO CORPORATIONWA · 910610694-001 | Randall & Hurley | $32M |
Plans lost in 2024
Appeared last year under Anastasi Moore & Martin; not this year.
| Sponsor | To | Assets |
|---|---|---|
AK UFCW PENSION FUND BOARD OF TRUSTEESOR · 916123694-001 | Zenith Administrative Services | $198M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $53,114 | 10y | - |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $10,542 | 7y | - |
BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUSTWA · 916022315-001 | $1.5B | 19,989 | $80,647 | 10y | - |
BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLANWA · 916029141-001 | $1.3B | 10,360 | $40,794 | 10y | - |
BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLANWA · 916033499-001 | $1.0B | 13,512 | $41,475 | 10y | - |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | $854M | 7,196 | $24,250 | 10y | - |
BOARD OF TRUSTEES OF THE WESTERN WA U.A. SUPPLEMENTAL PENSION PLANWA · 911879397-001 | $661M | 6,517 | $25,856 | 10y | - |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | $594M | 7,937 | $18,450 | 10y | - |
BOARD OF TRUSTEES PAINTERS DISTRICT COUN NO. 30 PENSION FUNDIL · 366491120-001 | $461M | 3,081 | $144,756 | 10y | - |
BD OF TRUSTEES, NORTHWEST SHEET METAL WORKERS SUPP PENSION PLANOR · 911702340-001 | $359M | 10,579 | $15,457 | 9y | 1 |
Flag exposure
92.3%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 (29)
Raw Schedule C names collapsed into Anastasi Moore & Martin.
- AIM INTERNATIONAL
- AIM INTERNATIONAL ADR GROWTH
- AIM PRIVATE ASSET MANAGEMENT, INC
- AIMEE C ARVAYO
- AIMEE C CISNEROS
- AIMEE LINCOLN
- ANASTASI MARTIN & MOORE
- ANASTASI MOORE & MARTIN
- ANASTASI MOORE & MARTIN PLLC
- ANASTASI MOORE & MARTIN, LLC
- ANASTASI MOORE & MARTIN, PLLC
- ANASTASI MOORE & MARTIN,PLLC
- ANASTASI MOORE AND MARTIN
- ANASTASI MOORE MARTIN
- ANASTASI MOORE MARTIN PLLC
- ANASTASI, MOORE & MARTIN
- ANASTASI, MOORE & MARTIN PLLC
- ANASTASI, MOORE & MARTIN PLLC.
- ANASTASI, MOORE & MARTIN, PLLC
- ANASTASI, MOORE, & MARTIN
- ANASTASI, MOORE, & MARTIN, PLLC
- ANASTASI, MOORE, & MARTIN, PLLC.
- ANASTASI, MOORE, MARTIN
- ANASTASI, MOORE, MARTIN PLLC
- ANASTASI, MOORE, MARTIN, PLLC
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 Anastasi Moore & Martin'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 | 3.85% | 7.76% | -3.92 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 3.85% | 1.71% | +2.13 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 3.85% | 1.76% | +2.09 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 Anastasi Moore & Martin. 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 Anastasi Moore & Martin'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 |
|---|---|---|
| Washington Capital Management | 13 | 50.0% |
| Milliman | 11 | 42.3% |
| Loomis Sayles | 8 | 30.8% |
| Verus Advisors, Inc. | 8 | 30.8% |
| Welfare & Pension Admin Service Inc. | 6 | 23.1% |
| Marsh McLennan | 5 | 19.2% |
| Panagora Asset Management | 4 | 15.4% |
| Quest Investment Management | 3 | 11.5% |
| Randall & Hurley | 3 | 11.5% |
| ULLICO Inc | 3 | 11.5% |
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).