Callan Associates Inc.
advisor39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served75+1 YoYRank #263 of mapped providers
Assets under administration$247.5B0.3%Market share · rank #49
Fees received$9MMedian $98,000/planSum across Schedule C direct + indirect
Net wins YoY+16 won · 5 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 Callan Associates Inc. plan look like?
Service mix · median fees per plan
Count of plans where Callan Associates Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Direct payment from the plan; Investment management fees paid directly by plan; Consulting (general)Code 16 | 28 | $107,340 | |
Investment advisory (plan); Non-monetary compensationCode 27 | 20 | $79,878 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 9 | $51,167 | |
Investment management; Consulting (pension); Direct payment from the planCode 17 | 6 | $207,032 | |
Valuation (appraisals, etc.); Direct payment from the planCode 34 | 6 | $41,287 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $13,213 | |
LegalCode 29 | 1 | $180,047 | |
Named fiduciaryCode 31 | 1 | $49,450 |
Competitor overlap
Percent of Callan Associates 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 Callan Associates Inc..
| Sponsor | From | Assets |
|---|---|---|
HP INC.TX · 941081436-003 | QDRO CONSULTANTS COMPANY, LLC | $4.6B |
KEYCORPOH · 346542451-002 | Fidelity Investments | $4.1B |
UT-BATTELLE, LLCTN · 621788235-001 | USI Advisors Inc. | $2.4B |
THE DOCTORS MANAGEMENT COMPANYCA · 952958888-002 | Strategic Advisers | $313M |
SIGNATURE AVIATION USA, LLCFL · 593096227-002 | Vestal & Wiler | $271M |
Plans lost in 2024
Appeared last year under Callan Associates Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | Dodge & Cox | $57.4B |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | JPMorgan Chase | $9.1B |
LUMEN TECHNOLOGIES, INC.LA · 720651161-001 | International Business Machines Corporation | $4.8B |
S&P GLOBAL INC.NY · 131026995-001 | Wellington Trust Company | $1.2B |
AVNET, INC.AZ · 111890605-102 | Fidelity Investments | $609M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $59,121 | 10y | - |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $139,694 | 7y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $519,000 | 10y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $214,669 | 10y | - |
GENENTECH, INC.CA · 942347624-003 | $14.3B | 36,458 | $274,070 | 10y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $118,964 | 6y | - |
SOUTHWEST AIRLINES COMPANYTX · 741563240-003 | $11.6B | 13,086 | $19,000 | 8y | 1 |
QUALCOMM INCORPORATEDCA · 953685934-001 | $9.7B | 23,062 | $198,909 | 7y | 2 |
PARKER HANNIFIN CORPORATIONOH · 340451060-075 | $9.0B | 42,434 | $650,000 | 7y | 1 |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $94,020 | 10y | - |
Flag exposure
94.7%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 (39)
Raw Schedule C names collapsed into Callan Associates Inc..
- BADEN GAGE & SCHROEDER L
- BADEN RETIREMENT PLAN SERVICES
- BADEN RETIREMENT SVC
- BADEN RETIREMENTMENT PLAN SERVICES
- BADGLEY PHELPS & BELL INC
- BADGLEY PHELPS WEALTH MANAGERS
- BADGLEY PHELPS, INC.
- BADGLEY, PHELPS
- BAE INDUSTRIES, INC.
- BAE SYSTEMS APPLIED INTELLIGENCE
- CALLAN
- CALLAN & ASSOCIATES
- CALLAN & ASSOCIATES, INC.
- CALLAN ASOCIATES, INC.
- CALLAN ASSOC.
- CALLAN ASSOCAITES INC
- CALLAN ASSOCIATE, INC.
- CALLAN ASSOCIATED, INC.
- CALLAN ASSOCIATES
- CALLAN ASSOCIATES INC
- CALLAN ASSOCIATES INC.
- CALLAN ASSOCIATES LLC
- CALLAN ASSOCIATES, INC
- CALLAN ASSOCIATES, INC.
- CALLAN CONSULTING
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 Callan Associates 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 8.00% | 1.71% | +6.29 pp |
| Failed to provide benefit | 6 | 8.00% | 0.14% | +7.86 pp |
| Corrective distributions | 16 | 21.33% | 1.76% | +19.57 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 Callan Associates Inc.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Callan Associates 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 |
|---|---|---|
| Ropes & Gray LLP | 6 | 8.0% |
| Groom Law Group, Chartered | 4 | 5.3% |
| Thompson Hine | 4 | 5.3% |
| Friday Eldredge & Clark LLP | 2 | 2.7% |
| Harter Secrest & Emery LLP | 2 | 2.7% |
| Marco, McGuire & Arreola | 2 | 2.7% |
| Morgan Lewis & Bockius LLP | 2 | 2.7% |
| Pillsbury Winthrop Shaw Pittman LLP | 2 | 2.7% |
| Bricker & Graydon LLP | 1 | 1.3% |
| Carlsmith Ball LLP | 1 | 1.3% |
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).