Fiduciary Counselors, Inc.
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-2 YoYRank #1830 of mapped providers
Assets under administration$91.3B0.1%Market share · rank #148
Fees received$810,062Median $47,847/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 Fiduciary Counselors, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Fiduciary Counselors, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 4 | $42,589 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $35,824 | |
Other services; Other feesCode 49 | 1 | $275,000 |
Competitor overlap
Percent of Fiduciary Counselors, 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 Fiduciary Counselors, Inc..
| Sponsor | From | Assets |
|---|---|---|
HANESBRANDS INC.NC · 203552316-401 | Northern Trust | $660M |
Plans lost in 2024
Appeared last year under Fiduciary Counselors, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | TELUS HEALTH | $4.4B |
MCDONALDS CORPORATION AND SUBSIDIARIESIL · 362361282-001 | Advised Assets Group, LLC | $3.8B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $125,000 | 9y | 2 |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $59,869 | 10y | 1 |
CORTEVA AGRISCIENCE, LLCDE · 351781118-002 | $7.0B | 24,519 | $8,000 | 3y | - |
TRUSTEES OF NYS TEAMSTERS CONFERENCENY · 166063585-074 | $2.8B | 32,657 | $246,061 | 10y | - |
FRONTIER COMMUNICATIONS PARENT, INC.CT · 862359749-001 | $2.4B | 20,329 | $275,000 | 4y | - |
MEMORIAL SLOAN KETTERING CANCER CENTERNY · 131924236-001 | $1.2B | 7,968 | $25,308 | 3y | - |
MCCORMICK & COMPANY, INC.MD · 520408290-004 | $968M | 6,038 | $35,000 | 2y | 1 |
HANESBRANDS INC.NC · 203552316-401 | $660M | 7,819 | $35,824 | 1y | - |
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 (5)
Raw Schedule C names collapsed into Fiduciary Counselors, Inc..
- FIDUCIARY COUNSELORS
- FIDUCIARY COUNSELORS INC
- FIDUCIARY COUNSELORS INC.
- FIDUCIARY COUNSELORS, INC
- FIDUCIARY COUNSELORS, INC.
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 Fiduciary Counselors, 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 | 1 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 37.50% | 1.76% | +35.74 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 Fiduciary Counselors, 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 Fiduciary Counselors, 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 |
|---|---|---|
| Covington & Burling LLP | 2 | 25.0% |
| Morgan Lewis & Bockius LLP | 2 | 25.0% |
| Ballard Spahr LLP | 1 | 12.5% |
| Bredhoff & Kaiser PLLC | 1 | 12.5% |
| Cohen Weiss & Simon LLP | 1 | 12.5% |
| Groom Law Group, Chartered | 1 | 12.5% |
| Jacob, Burns, Orlove & Hernandez | 1 | 12.5% |
| Kilpatrick Townsend & Stockton LLP | 1 | 12.5% |
| Mayer Brown LLP | 1 | 12.5% |
| McCarter & English LLP | 1 | 12.5% |