Associated Administrators
recordkeeper6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26Rank #696 of mapped providers
Assets under administration$10.1B0.0%Market share · rank #1223
Fees received$8MMedian $109,604/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 Associated Administrators plan look like?
Service mix · median fees per plan
Count of plans where Associated Administrators ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Direct payment from the plan; Contract AdministratorCode 13 | 19 | $109,354 | |
Direct payment from the plan; Participant communication; Contract Administrator; Claims processing; Accounting (including auditing); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 10 | 3 | $181,068 | |
Contract Administrator; Claims processing; Direct payment from the plan; Copying and duplicating; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 12 | 1 | $142,234 | |
Plan Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 1 | $35,531 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $95,793 | |
Direct payment from the planCode 50 | 1 | $113,274 |
Competitor overlap
Percent of Associated Administrators'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 Associated Administrators.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Associated Administrators; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANMD · 510185287-001 | $4.8B | 10,051 | $773,547 | 9y | - |
BOARD OF TRUSTEES, FELRA & UFCW PENSIONMD · 526128473-001 | $1.4B | 38,910 | $3M | 10y | - |
PENSION COMMITTEE OF MLB PLAYERS BENEFIT PLANMD · 510185287-002 | $1.2B | 4,675 | $181,068 | 9y | - |
BOARD OF TRUSTEES U.F.C.W. LOCAL 1500 PENSION FUNDNY · 237176372-001 | $947M | 31,393 | $95,793 | 7y | - |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | $357M | 11,610 | $386,832 | 10y | - |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUST FUND OF WASHINGTOMD · 526038506-001 | $203M | 2,896 | $193,365 | 9y | - |
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEESDC · 530025740-001 | $186M | 485 | $54,648 | 10y | - |
BOARD OF TRUSTEES OF WAREHOUSE EMPLOYEES LOCAL NO. 730 PENSION TRUST FMD · 526124754-001 | $151M | 1,940 | $142,234 | 10y | - |
BOARD OF TRUSTEES OF INDUSTRY AND LOCAL 338 PENSION FUNDMD · 516126649-001 | $110M | 1,050 | $146,320 | 10y | - |
BOARD OF TRUSTEES ANNUITY FUND IBEW LOCAL 96MD · 046295080-002 | $109M | 930 | $8,709 | 1y | - |
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 (6)
Raw Schedule C names collapsed into Associated Administrators.
- ASSOCIATED ADMINISTRATORS
- ASSOCIATED ADMINISTRATORS INC
- ASSOCIATED ADMINISTRATORS LLC
- ASSOCIATED ADMINISTRATORS, INC
- ASSOCIATED ADMINISTRATORS, LLC
- ASSOCIATED ADMINSTRATORS
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 Associated Administrators'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 | 1 | 3.85% | 26.94% | -23.09 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 | 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 Associated Administrators. 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 Associated Administrators'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 |
|---|---|---|
| Investment Performance Services LLC | 10 | 38.5% |
| Chartwell Investment Partners | 5 | 19.2% |
| Bolton Partners | 4 | 15.4% |
| Inter-Continental Real Estate Corp | 4 | 15.4% |
| Hamilton Lane | 3 | 11.5% |
| The Segal Company | 3 | 11.5% |
| Segall Bryant & Hamill | 3 | 11.5% |
| Wedge Capital Management, L.L.P. | 3 | 11.5% |
| American Realty Advisors | 2 | 7.7% |
| Atlanta Capital Management Company, LLC | 2 | 7.7% |
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).