MCF Advisors LLC
advisor9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served28+2 YoYRank #653 of mapped providers
Assets under administration$9.2B0.0%Market share · rank #1293
Fees received$1MMedian $31,520/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 MCF Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where MCF Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Recordkeeping feesCode 27 | 16 | $36,760 | |
Securities brokerage; Investment advisory (participants)Code 26 | 4 | $16,237 | |
Direct payment from the plan; Investment advisory (plan); Investment advisory (participants); Consulting (pension); Insurance brokerage commissions and fees; Investment management; Investment management fees paid directly by plan; Consulting feesCode 17 | 3 | $53,519 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the planCode 15 | 2 | $41,413 | |
Investment advisory (plan); Consulting (general); Consulting fees; Investment management fees paid directly by plan; Direct payment from the planCode 16 | 2 | $31,447 | |
Investment management; Direct payment from the planCode 28 | 1 | $22,368 |
Competitor overlap
Percent of MCF 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 MCF Advisors LLC.
| Sponsor | From | Assets |
|---|---|---|
BACON FARMER WORKMAN RETIREMENT PLANKY · 611310314-002 | UBS Financial Services | $23M |
SOUTHERN ORTHOPEDIC ASSOCIATES, SCIL · 371395805-001 | Wells Fargo | $22M |
DAVIS & PLOMIN MECHANICAL, INC.KY · 611153242-001 | MCM CPAs & Advisors LLP | $12M |
ROSS ACQUISITION CO.KY · 311277852-001 | (new plan) | $6M |
Plans lost in 2024
Appeared last year under MCF Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE HILLMAN GROUP, INC.OH · 311623179-012 | Fidelity Investments | $167M |
BME SERVICES, LLCKY · 200096574-001 | (new plan) | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $23,390 | 4y | 1 |
TAFT STETTINIUS & HOLLISTER LLPOH · 310541755-004 | $849M | 1,854 | $9,083 | 6y | 1 |
BLACKHAWK MINING, LLCKY · 364948585-001 | $119M | 2,529 | $121,009 | 6y | - |
DAVIS H. ELLIOT COMPANY, INCORPORATEDKY · 541203551-001 | $105M | 3,619 | $15,307 | 6y | - |
IRONROAD, INC.OH · 843886755-001 | $62M | 1,134 | $108,740 | 5y | 2 |
NORTH AMERICAN PROPERTIES LLCOH · 854273442-001 | $41M | 380 | $42,180 | 2y | - |
THE C.W. ZUMBIEL COMPANYKY · 310499900-002 | $35M | 302 | $76,346 | 3y | - |
WORLDWIDE EQUIPMENT ENTERPRISESTN · 611077939-002 | $32M | 999 | $59,485 | 9y | 1 |
CORPOREX REALTY & INVESTMENT LLCKY · 610670372-001 | $31M | 1,314 | $134,030 | 10y | 2 |
LINAK U.S. INC.KY · 611265293-001 | $26M | 332 | $27,687 | 6y | - |
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 (9)
Raw Schedule C names collapsed into MCF Advisors LLC.
- EVERCORE TRUST
- EVERCORE TRUST CO
- EVERCORE TRUST CO.
- EVERCORE TRUST COMPANY
- EVERCORE TRUST COMPANY NA
- MCF ADVISORS
- MCF ADVISORS LLC
- MCF ADVISORS LLC/STEVE WRIGHT
- MCF 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 MCF 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 | 2 | 7.14% | 7.76% | -0.62 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 10 | 35.71% | 1.71% | +34.00 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 17.86% | 1.76% | +16.10 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 MCF 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 MCF 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 |
|---|---|---|
| Barnes Dennig & Co. Ltd. | 1 | 3.6% |
| Blue & Co LLC | 1 | 3.6% |
| Cherry Bekaert | 1 | 3.6% |
| Dean Dorton Allen Ford PLLC | 1 | 3.6% |
| Elliot Davis | 1 | 3.6% |
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).