Biddle Capital Management Inc
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+3 YoYRank #1538 of mapped providers
Assets under administration$35.5B0.0%Market share · rank #426
Fees received$453,450Median $17,065/planSum across Schedule C direct + indirect
Net wins YoY+13 won · 2 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 Biddle Capital Management Inc plan look like?
Service mix · median fees per plan
Count of plans where Biddle Capital Management Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (participants); Investment advisory (plan)Code 26 | 4 | $16,225 | |
Investment advisory (plan)Code 27 | 4 | $28,811 | |
Insurance services; Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 2 | $24,374 | |
Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $17,000 | |
Investment managementCode 28 | 1 | $77,646 |
Competitor overlap
Percent of Biddle Capital Management Inc'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 Biddle Capital Management Inc.
| Sponsor | From | Assets |
|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | Financial Engines Advisors LLC | $19.0B |
DELTA AIR LINES, INC.GA · 580218548-014 | Brookstone Capital Management | $15.9B |
TRAILBOSS ENTERPRISESAK · 920152880-001 | Latitude Service Company, Inc. | $7M |
Plans lost in 2024
Appeared last year under Biddle Capital Management Inc; not this year.
| Sponsor | To | Assets |
|---|---|---|
INDEPENDENT HEALTH ASSOCIATION, INC.NY · 161080163-001 | F.L. Putnam Investment Management | $88M |
ELEUTHERIAN MILLS-HAGLEY FOUNDATION, INC.DE · 510070531-002 | Matrix Trust | $19M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $6,777 | 1y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $15,321 | 1y | 1 |
TRUSTEES OF SHEET METAL WORKERS LOCAL 33 PENSION PLANOH · 346514741-001 | $200M | 1,341 | $77,646 | 1y | - |
LIPSITZ GREEN SCIME CAMBRIA, LLPNY · 160905097-001 | $81M | 173 | $17,000 | 10y | - |
TOWER HILL SCHOOLDE · 510065745-001 | $65M | 470 | $0 | 10y | - |
ST. ANDREW'S SCHOOL OF DELAWARE, INC.DE · 510079506-002 | $64M | 384 | $98,300 | 1y | - |
WILMINGTON FRIENDS SCHOOL, INC.DE · 510064310-006 | $55M | 399 | $45,609 | 2y | - |
PENTEGRA SERVICES, INCNY · 133745616-007 | $36M | 525 | $113,909 | 2y | 1 |
SANFORD SCHOOLDE · 510064331-001 | $32M | 355 | $48,747 | 8y | - |
THE INDEPENDENCE SCHOOL, INC.DE · 510225189-001 | $23M | 226 | $1,000 | 2y | - |
Flag exposure
83.3%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 (10)
Raw Schedule C names collapsed into Biddle Capital Management Inc.
- ARBOR CAPITAL
- ARBOR CAPITAL MANAGEMENT
- ARBOR CAPITAL MANAGEMENT LLC
- ARBOR INVESTMENT ADVISORS
- ARBOR MEDICAL PARTNERS LLC
- BIDDLE CAPITAL MANAGEMENT
- BIDDLE CAPITAL MANAGEMENT INC
- BIDDLE CAPITAL MANAGEMENT, INC
- BIDDLE CAPITAL MANAGEMENT, INC.
- BIDDLE CAPITAL MANAGERMENT
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 Biddle Capital Management Inc'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 | 8.33% | 7.76% | +0.57 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 25.00% | 1.71% | +23.29 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 Biddle Capital Management Inc. 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 Biddle Capital Management Inc'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 |
|---|---|---|
| Allota Farley Co., LPA | 1 | 8.3% |