Anchor Capital Advisors LLC
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #2028 of mapped providers
Assets under administration$760M0.0%Market share · rank #4144
Fees received$504,562Median $31,881/planSum across Schedule C direct + indirect
Net wins YoY+00 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 Anchor Capital Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where Anchor Capital Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by planCode 28 | 4 | $57,781 | |
Securities brokerage commissions and fees; Investment management fees paid directly by planCode 51 | 3 | $17,780 |
Competitor overlap
Percent of Anchor Capital Advisors 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 Anchor Capital Advisors LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Anchor Capital Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MATSON, INC.CA · 990032630-014 | $242M | 1,859 | $172,155 | 2y | - |
MINNESOTA BAKERS UNION PENSION PLANMN · 416018079-001 | $227M | 2,821 | $157,812 | 10y | - |
TWIN CITIES BAKERY DRIVERS PENSION FUNDMN · 416172265-001 | $97M | 1,082 | $83,681 | 10y | - |
TRUSTEES OF THE PLUMBERS & PIPEFITTERS LOCAL UNION 719 PENSION FUNDFL · 596178477-001 | $71M | 888 | $31,881 | 7y | - |
BOT-BOSTON PLASTERERS&CEMENT MASON UNION LOCAL 534 PENSION FUNDMA · 046127786-001 | $55M | 530 | $17,780 | 9y | - |
BOARD OF TRUSTEES BPCM LOCAL 534 DEFERRED INCOME FUNDMA · 046544055-001 | $46M | 446 | $10,083 | 10y | - |
TRUSTEES OF THE SHEET METAL WORKERS LOCAL 100 (BALTIMORE AREA) ANNUITYMD · 521256774-001 | $21M | 683 | $31,170 | 10y | - |
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 (10)
Raw Schedule C names collapsed into Anchor Capital Advisors LLC.
- AJILON (TERMPORARY HELP)
- AJO
- AJO LP
- AJO, LP
- AJO,LP
- ANCHOR CAPITAL
- ANCHOR CAPITAL ADVISORS
- ANCHOR CAPITAL ADVISORS LLC
- ANCHOR CAPITAL ADVISORS, INC.
- ANCHOR CAPITAL ADVISORS, 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 Anchor Capital Advisors 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 | 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 Anchor Capital Advisors 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 Anchor Capital Advisors 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 |
|---|---|---|
| Krakow & Souris LLC | 2 | 28.6% |
| Orrick, Herrington & Sutcliffe LLP | 2 | 28.6% |
| Abato, Rubenstein & Abato, P.A. | 1 | 14.3% |
| Kilpatrick Townsend & Stockton LLP | 1 | 14.3% |
| Sugarman & Susskind, PA | 1 | 14.3% |