Matheson Financial Advisors
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1931 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #1563
Fees received$149,017Median $16,663/planSum across Schedule C direct + indirect
Net wins YoY+24 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 Matheson Financial Advisors plan look like?
Service mix · median fees per plan
Count of plans where Matheson Financial Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by planCode 26 | 3 | $33,264 | |
Consulting (general)Code 16 | 1 | $17,375 | |
Legal; Direct payment from the planCode 29 | 1 | $11,240 | |
Valuation (appraisals, etc.)Code 34 | 1 | $9,750 | |
Other feesCode 99 | 1 | $0 |
Competitor overlap
Percent of Matheson Financial 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 Matheson Financial Advisors.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | Walter Scott | $5.2B |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | Gilbert & Sackman | $1.4B |
ALLIED INDUSTRIES PENSION FUND LOCAL 427NY · 226195465-001 | Cohen Weiss & Simon LLP | $27M |
FIRSTAR FINANCIAL CORP.OK · 731599721-001 | Morningstar Investment Management | $17M |
Plans lost in 2024
Appeared last year under Matheson Financial Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
GENENTECH, INC.CA · 942347624-003 | Mercer | $12.9B |
HART HOWERTON HOLDINGS, LTD.CA · 274085152-002 | Blue Ridge ESOP Associates | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $17,375 | 1y | - |
ERISA PARTNERS, INC.TN · 640815705-004 | $81M | 8,821 | $60,725 | 2y | 1 |
MAGRIS TALC USA, INC.DE · 854142985-001 | $36M | 280 | $16,663 | 4y | 1 |
ALLIED INDUSTRIES PENSION FUND LOCAL 427NY · 226195465-001 | $27M | 459 | $11,240 | 1y | - |
F & V COMPANIES INCMI · 472260160-003 | $23M | 382 | $9,750 | 8y | - |
FIRSTAR FINANCIAL CORP.OK · 731599721-001 | $17M | 227 | $0 | 2y | - |
INOVA PAYROLL, INC.TN · 275141646-001 | $16M | 258 | $33,264 | 6y | 1 |
Flag exposure
85.7%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 (10)
Raw Schedule C names collapsed into Matheson Financial Advisors.
- ERISA ADMINISTRATORS
- ERISA ADMINISTRATORS LLC
- ERISA ADMINISTRATORS, LLC
- ERISA ADVISERS, INC.
- ERISA ADVISORY GROUP
- MATHESON FINANCIAL
- MATHESON FINANCIAL ADVISORS
- MATHESON FINANCIAL ADVISORS INC
- MATHESON FINANCIAL ADVISORS, INC.
- THE ERISA ADVISORY GROUP
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 Matheson Financial 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 28.57% | 1.71% | +26.86 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 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 Matheson Financial Advisors. 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 Matheson Financial 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 |
|---|---|---|
| Blank Rome LLP | 1 | 14.3% |
| Cohen Weiss & Simon LLP | 1 | 14.3% |
| Day Pitney LLP | 1 | 14.3% |
| FOX ROTHSCHILD LLP | 1 | 14.3% |