Fiducient Advisors
advisor24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served383+36 YoYRank #58 of mapped providers
Assets under administration$138.9B0.2%Market share · rank #101
Fees received$19MMedian $40,919/planSum across Schedule C direct + indirect
Net wins YoY+3482 won · 48 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 Fiducient Advisors plan look like?
Service mix · median fees per plan
Count of plans where Fiducient Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the planCode 27 | 200 | $40,919 | |
Other fees; Investment managementCode 28 | 66 | $39,866 | |
Other fees; Investment advisory (plan); Consulting (general); Direct payment from the planCode 16 | 56 | $47,019 | |
Other feesCode 99 | 22 | $30,419 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 12 | $35,351 | |
Investment management fees paid directly by plan; Investment advisory (plan); Direct payment from the plan; Consulting (pension)Code 17 | 5 | $47,100 | |
Trustee (individual)Code 20 | 4 | $29,650 | |
Investment advisory (plan); Direct payment from the plan; Contract AdministratorCode 13 | 3 | $41,480 |
Competitor overlap
Percent of Fiducient 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 Fiducient Advisors.
| Sponsor | From | Assets |
|---|---|---|
ENDEAVOR HEALTHIL · 874520691-001 | Capital Strategies Investment Group | $2.3B |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | Voya | $2.1B |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-001 | T. Rowe Price | $1.8B |
EVONIK CORPORATIONNJ · 630673043-002 | Dimeo Schneider & Associates | $1.5B |
ROPES & GRAY LLPMA · 042233412-007 | Empower | $1.4B |
KING & SPALDING LLPGA · 580520153-001 | Northwestern Mutual Life Insurance Company | $1.3B |
CIRCANA, LLCIL · 362947987-001 | Park Avenue Securities | $892M |
VENABLE LLPMD · 520517250-003 | Charles Schwab | $766M |
LEGRAND HOLDING, INC.CT · 980065554-001 | Prudential | $722M |
NOBLIS, INC.VA · 541781521-002 | Fidelity Investments | $533M |
Plans lost in 2024
Appeared last year under Fiducient Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-007 | UBS Financial Services | $1.5B |
FOLEY & LARDNER LLPWI · 390473800-007 | Dimeo Schneider & Associates | $1.3B |
CLEVELAND-CLIFFS STEEL LLCIL · 710871875-005 | UBS Financial Services | $1.0B |
CLEVELAND-CLIFFS STEEL CORPORATIONOH · 311267098-005 | UBS Financial Services | $732M |
CLEVELAND-CLIFFS STEEL CORPORATIONOH · 311267098-007 | UBS Financial Services | $536M |
SWARTHMORE COLLEGEPA · 231352683-001 | MMA Securities | $425M |
NATIONAL LIFE INSURANCE COMPANYVT · 030144090-004 | Principal | $298M |
CLEVELAND-CLIFFS INC.OH · 341464672-010 | UBS Financial Services | $255M |
ATKORE INTERNATIONAL INC.IL · 900631477-035 | Dimeo Schneider & Associates | $229M |
U.S. SILICA COMPANYTX · 230958670-029 | Dimeo Schneider & Associates | $193M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRINET HR III, INC.CA · 481304650-334 | $8.7B | 238,170 | $59,538 | 4y | 2 |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-002 | $4.5B | 20,290 | $142,500 | 2y | - |
ILLINOIS TOOL WORKS INC.IL · 361258310-003 | $4.2B | 27,157 | $199,000 | 3y | - |
ANHEUSER-BUSCH COMPANIES, LLCMO · 431162835-059 | $3.6B | 21,016 | $100,016 | 4y | 1 |
TRINET HR IV, LLCCA · 133867443-333 | $3.0B | 42,129 | $59,538 | 4y | 1 |
HARTFORD HEALTHCARE CORPORATIONCT · 222672834-003 | $2.9B | 36,053 | $77,003 | 2y | - |
NOVO NORDISK INC.NJ · 061061602-001 | $2.5B | 11,320 | $48,656 | 3y | 2 |
ENDEAVOR HEALTHIL · 874520691-001 | $2.3B | 33,877 | $7,500 | 1y | 1 |
UNITED RENTALS (NORTH AMERICA), INC.CT · 860933835-001 | $2.3B | 27,666 | $49,429 | 4y | 1 |
ESSENTIA HEALTHMN · 200360007-002 | $2.2B | 20,507 | $137,720 | 4y | 1 |
Flag exposure
79.4%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 (24)
Raw Schedule C names collapsed into Fiducient Advisors.
- CC & L INVESTMENT MANAGEMENT LTD
- CCCOMPLETE
- CELLULAR WORLD MANAGEMENT LLC
- CEM
- CEMENT MASONS LOCAL 592 PENSION
- CEMENT MASONS SERVICE CORPORATION
- CEMENT MASONS SO CAL TRUST
- CENERGY INTERNATIONAL SERVICES INC
- FIDICUIENT ADVISORS LLC
- FIDUCENT ADVISORS
- FIDUCENT ADVISORS LLC
- FIDUCIENT
- FIDUCIENT ADVISOR LLC
- FIDUCIENT ADVISORS
- FIDUCIENT ADVISORS (FORMERLY DIMEO)
- FIDUCIENT ADVISORS LLC
- FIDUCIENT ADVISORS LLC,
- FIDUCIENT ADVISORS, LLC
- FIDUCIENT ADVISORS, LLC.
- FIDUCIENT INVESTMENT ADVISORS
- FIDUCIENT INVESTMENT ADVISORS, LLC
- FIDUCIENT/DIMEO
- FIDUCIENTS ADVISORS LLC
- FIDUICIENT ADVISORS
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 Fiducient 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 | 17 | 4.44% | 7.76% | -3.32 pp |
| Fidelity bond gap | 2 | 0.52% | 26.94% | -26.42 pp |
| Late contributions | 61 | 15.93% | 1.71% | +14.21 pp |
| Failed to provide benefit | 12 | 3.13% | 0.14% | +2.99 pp |
| Corrective distributions | 90 | 23.50% | 1.76% | +21.74 pp |
| Loss discovered | 1 | 0.26% | 0.00% | +0.26 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Fiducient Advisors. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Frequent partners by role
Who else shows up on Fiducient 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 |
|---|---|---|
| Verrill Dana LLP | 6 | 1.6% |
| Seyfarth Shaw LLP | 5 | 1.3% |
| Warner Norcross & Judd LLP | 5 | 1.3% |
| Reinhart Boerner Van Deuren S.C. | 4 | 1.0% |
| Blake & Uhlig, P.A. | 3 | 0.8% |
| Dickinson Wright PLLC | 3 | 0.8% |
| Morgan Lewis & Bockius LLP | 3 | 0.8% |
| Parker Brown Macaulay & Sheerin | 3 | 0.8% |
| Shumaker Loop & Kendrick LLP | 3 | 0.8% |
| Arnold Newbold Sollars & Hollins PC | 2 | 0.5% |
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).