Fiduciary Vest, LLC
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #3227 of mapped providers
Assets under administration$5.7B0.0%Market share · rank #1279
Fees received$191,676Median $66,339/planSum across Schedule C direct + indirect
Net wins YoY+02 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 Fiduciary Vest, LLC plan look like?
Service mix · median fees per plan
Count of plans where Fiduciary Vest, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 1 | $66,339 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $5,337 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $120,000 |
Competitor overlap
Percent of Fiduciary Vest, LLC'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 Vest, LLC.
| Sponsor | From | Assets |
|---|---|---|
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | SVB Wealth LLC | $5.4B |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | JPMCB Strategic Property Fund | $3.5B |
Plans lost in 2024
Appeared last year under Fiduciary Vest, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TREDEGAR CORPORATIONVA · 541497771-001 | (new plan) | $10,229 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | $5.4B | 27,448 | $5,337 | 1y | 1 |
BOARD OF TRUSTEES, FREIGHT DRIVERS AND HELPERS LOCAL UNION NO. 557MD · 526118055-001 | $213M | 1,980 | $120,000 | 10y | - |
LAKE REGION HEALTHCARE CORPORATIONMN · 410730602-007 | $77M | 1,250 | $66,339 | 2y | 1 |
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 (11)
Raw Schedule C names collapsed into Fiduciary Vest, LLC.
- CEDRIC OTA
- CEDRUS LLC
- CELIA CORPORATION
- CELINE AUCLAIR
- FIDUCIARY VEST
- FIDUCIARY VEST LLC
- FIDUCIARY VEST, LLC
- FIDUCIARYVEST
- FIDUCIARYVEST , LLC
- FIDUCIARYVEST LLC
- FIDUCIARYVEST, 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 Fiduciary Vest, LLC'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 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 33.33% | 1.76% | +31.57 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 Fiduciary Vest, LLC. 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 Vest, LLC'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 |
|---|---|---|
| Morgan Lewis & Bockius LLP | 2 | 66.7% |
| Abato, Rubenstein & Abato, P.A. | 1 | 33.3% |
| Groom Law Group, Chartered | 1 | 33.3% |