ESOP Partners
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-1 YoYRank #1589 of mapped providers
Assets under administration$11.1B0.0%Market share · rank #1115
Fees received$266,557Median $18,987/planSum across Schedule C direct + indirect
Net wins YoY-22 won · 4 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 ESOP Partners plan look like?
Service mix · median fees per plan
Count of plans where ESOP Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 7 | $18,987 | |
Plan Administrator; Recordkeeping fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 14 | 1 | $21,611 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 1 | $65,305 | |
Investment management fees paid indirectly by plan; Securities brokerage commissions and fees; Investment management fees paid directly by planCode 51 | 1 | $5,777 | |
Recordkeeping feesCode 64 | 1 | $0 |
Competitor overlap
Percent of ESOP Partners'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 ESOP Partners.
| Sponsor | From | Assets |
|---|---|---|
SCOTT ELECTRIC COMPANYPA · 251052048-002 | (new plan) | $192M |
EDER FLAG MANUFACTURING CO., INC.WI · 390967754-002 | (new plan) | $26M |
Plans lost in 2024
Appeared last year under ESOP Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
HALLMARK BUILDING SUPPLIES, INC.WI · 391209951-001 | (new plan) | $48M |
SUBURBAN ENTERPRISES, INC.WI · 391186528-001 | OneAmerica Retirement Services | $21M |
AG RXCA · 770329972-001 | Raymond James & Associates, Inc. | $17M |
ECM HOLDING GROUP, INC.WI · 451664669-003 | Alight | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | $9.9B | 30,066 | $65,305 | 4y | 1 |
WOODMAN'S FOOD MARKET, INC.WI · 390887447-003 | $700M | 3,195 | $5,777 | 5y | - |
SCOTT ELECTRIC COMPANYPA · 251052048-002 | $192M | 625 | $6,240 | 1y | - |
ELECTRONIC THEATRE CONTROLS, INC.WI · 391294611-002 | $170M | 1,083 | $51,326 | 6y | - |
M.A. FORD MFG. CO., INC.IA · 420257081-002 | $80M | 264 | $0 | 10y | - |
MIDWEST BANCORPORATION, INCMO · 431771852-333 | $35M | 242 | $33,071 | 4y | - |
EDER FLAG MANUFACTURING COMPANY, INC.WI · 390967754-002 | $31M | 152 | $13,084 | 2y | - |
HIGH TOUCH HOLDINGS, INC.KS · 454035250-001 | $7M | 183 | $18,987 | 10y | - |
FIRST ALARMCA · 942882805-002 | $2M | 175 | $21,611 | 5y | - |
ECM HOLDING GROUP, INC.WI · 451664669-003 | $0 | 0 | $11,532 | 2y | 1 |
Flag exposure
81.8%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 (9)
Raw Schedule C names collapsed into ESOP Partners.
- CAPSUGEL HOLDINGS US, INC.
- CAPTAL RESEARCH & MANAGEMENT CO.
- CAPTAL TRATEIES INVESTMEN GROUP
- CAPTIAL ADVANTAGE
- ESOP PARTNERS
- ESOP PARTNERS LLC
- ESOP PARTNERS, INC
- ESOP PARTNERS, INC.
- ESOP PARTNERS, 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 ESOP Partners'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 | 2 | 18.18% | 7.76% | +10.42 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 | 1 | 9.09% | 1.76% | +7.33 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 ESOP Partners. 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 ESOP Partners'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 |
|---|---|---|
| Foley & Lardner LLP | 1 | 9.1% |
| Reinhart Boerner Van Deuren S.C. | 1 | 9.1% |
| Stearns Weaver Miller Weissler Alhadeff & Sitterson | 1 | 9.1% |