First National Advisors LLC
advisor1 known alias resolved via the canonical alias map
Market position · 2024
Plans served9+7 YoYRank #1731 of mapped providers
Assets under administration$8.1B0.0%Market share · rank #1417
Fees received$196,467Median $16,419/planSum across Schedule C direct + indirect
Net wins YoY+77 won · 0 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 First National Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where First National Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 4 | $16,740 | |
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $16,419 | |
Investment advisory (plan); Consulting (general)Code 16 | 2 | $17,750 |
Competitor overlap
Percent of First National Advisors 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 First National Advisors LLC.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | First Republic Investment Management | $6.5B |
CENTERLINE COMMUNICATIONS LLCMA · 611851360-001 | First National Corporation | $60M |
CERES, INC.MA · 223053747-001 | TIAA | $28M |
NEW HAMPSHIRE DISTRIBUTORS, LLCNH · 020211678-003 | First National Corporation | $22M |
TEUFELBERGER FIBER ROPE CORPORATIONMA · 260333709-001 | First National Corporation | $12M |
BOSTON SEMI EQUIPMENT LLCMA · 300825013-001 | First National Corporation | $8M |
SIMPLY DENTAL MANAGEMENT, INC.MA · 473738355-001 | Caron & Bletzer, PLLC | $6M |
Plans lost in 2024
Appeared last year under First National Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $13,834 | 1y | 1 |
RADIOLOGY PARTNERS, INC.TX · 461413340-003 | $1.0B | 1,738 | $16,419 | 2y | 2 |
RADIOLOGY PARTNERS INCTX · 461413340-001 | $412M | 7,123 | $16,684 | 2y | 2 |
CENTERLINE COMMUNICATIONS LLCMA · 611851360-001 | $60M | 1,433 | $72,067 | 1y | 3 |
CERES, INC.MA · 223053747-001 | $28M | 343 | $8,483 | 1y | - |
NEW HAMPSHIRE DISTRIBUTORS, LLCNH · 020211678-003 | $22M | 140 | $16,000 | 1y | - |
TEUFELBERGER FIBER ROPE CORPORATIONMA · 260333709-001 | $12M | 210 | $25,000 | 1y | 3 |
BOSTON SEMI EQUIPMENT LLCMA · 300825013-001 | $8M | 98 | $10,500 | 1y | - |
SIMPLY DENTAL MANAGEMENT, INC.MA · 473738355-001 | $6M | 388 | $17,480 | 1y | 2 |
Flag exposure
77.8%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 (1)
Raw Schedule C names collapsed into First National Advisors LLC.
- FIRST NATIONAL 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 First National Advisors 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 | 2 | 22.22% | 26.94% | -4.72 pp |
| Late contributions | 5 | 55.56% | 1.71% | +53.84 pp |
| Failed to provide benefit | 1 | 11.11% | 0.14% | +10.97 pp |
| Corrective distributions | 5 | 55.56% | 1.76% | +53.80 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 First National Advisors 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 First National Advisors 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 |
|---|---|---|
| Seyfarth Shaw LLP | 1 | 11.1% |