Conestoga Capital Advisors
advisor6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #2350 of mapped providers
Assets under administration$4.2B0.0%Market share · rank #2094
Fees received$1MMedian $35,124/planSum across Schedule C direct + indirect
Net wins YoY+01 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 Conestoga Capital Advisors plan look like?
Service mix · median fees per plan
Count of plans where Conestoga Capital Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Securities brokerage commissions and feesCode 28 | 6 | $35,124 |
Competitor overlap
Percent of Conestoga Capital Advisors'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 Conestoga Capital Advisors.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | Joseph H. Herrle & Associates | $817M |
Plans lost in 2024
Appeared last year under Conestoga Capital Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
CAROMONT HEALTH, INC.NC · 581636959-001 | Marsh McLennan | $113M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORFOLK SOUTHERN CORPORATIONGA · 521188014-001 | $2.5B | 14,020 | $1M | 10y | - |
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | $817M | 4,680 | $17,969 | 1y | - |
SHEET METAL WORKERS PENSION FUND OF LOCAL UNIONPA · 231494364-001 | $519M | 4,207 | $156,567 | 10y | - |
MINNESOTA BAKERS UNION PENSION PLANMN · 416018079-001 | $227M | 2,821 | $45,231 | 6y | - |
TWIN CITIES BAKERY DRIVERS PENSION FUNDMN · 416172265-001 | $97M | 1,082 | $25,016 | 5y | - |
ALKEGENCT · 060865505-020 | $34M | 364 | $0 | 5y | - |
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 (6)
Raw Schedule C names collapsed into Conestoga Capital Advisors.
- BLACKROCK INVEST MGMT LLC
- CONESTOGA CAPITAL
- CONESTOGA CAPITAL ADVISORS
- CONESTOGA CAPITAL ADVISORS LLC
- CONESTOGA CAPITAL ADVISORS, LLC
- CONESTOGA 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 Conestoga Capital Advisors'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 Conestoga Capital Advisors. 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 Conestoga Capital Advisors'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 |
|---|---|---|
| Kraw & Kraw Law Group | 1 | 16.7% |
| Legghio & Israel, P.C. | 1 | 16.7% |
| Spear Wilderman PC | 1 | 16.7% |
| Susanin Widman & Brennan PC | 1 | 16.7% |