Mid-Atlantic Capital Corporation
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served61-16 YoYRank #311 of mapped providers
Assets under administration$8.5B0.0%Market share · rank #1363
Fees received$89,898Median $0/planSum across Schedule C direct + indirect
Net wins YoY-135 won · 18 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 Mid-Atlantic Capital Corporation plan look like?
Service mix · median fees per plan
Count of plans where Mid-Atlantic Capital Corporation ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Securities brokerage commissions and feesCode 33 | 55 | $0 | |
Other investment fees and expenses; Investment advisory (plan)Code 27 | 3 | $23,106 | |
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Custodial (securities)Code 19 | 2 | $5,808 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $14,934 |
Competitor overlap
Percent of Mid-Atlantic Capital Corporation'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 Mid-Atlantic Capital Corporation.
| Sponsor | From | Assets |
|---|---|---|
FAREWAY STORES, INC.IA · 420240920-002 | Wells Fargo | $401M |
WHITE RIVER HEALTH SYSTEM, INC.AR · 710411459-001 | Edward D. Jones & Co. LP | $105M |
SOUTH TEXAS COLLEGE OF LAW HOUSTONTX · 741554976-003 | Roland Criss Fiduciary Services | $50M |
SOUTH TEXAS COLLEGE OF LAW HOUSTONTX · 741554976-001 | Roland Criss Investment Research LLC | $22M |
AMERICAN OUTDOOR BRANDS, INC.MO · 844630928-002 | Transamerica | $21M |
Plans lost in 2024
Appeared last year under Mid-Atlantic Capital Corporation; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRINET USA, INC.FL · 320480267-006 | T. Rowe Price | $375M |
TOYOTA BOSHOKU AMERICA, INC.KY · 383603141-001 | Transamerica | $193M |
TRANSCONTINENTAL US, LLCIL · 760678895-003 | Transamerica | $180M |
DONEGAL MUTUAL INSURANCE COMPANYPA · 231336198-003 | Transamerica | $173M |
ATRIA SENIOR LIVING, INC.KY · 274673765-001 | Cherry Bekaert | $167M |
AFS HOLDINGS, INCUT · 816012613-002 | Carver Florek & James CPAs | $166M |
REDLANDS COMMUNITY HOSPITALCA · 951643347-003 | Fidelity Investments | $155M |
WISCONSIN GLAZIERS & GLASSWORKERS MONEY PURCHASE FUNDWI · 391341148-004 | Transamerica | $67M |
AMERICAN NATIONAL STANDARDS INSTITUTENY · 131635253-002 | Cambridge Investment Research | $57M |
FERRAGAMO USA INCNJ · 136180843-003 | Morgan Stanley | $46M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN METHODIST UNIVERSITYTX · 750800689-002 | $1.1B | 4,931 | $0 | 10y | 1 |
SOUTH SHORE HOSPITAL, INC.MA · 042769210-004 | $727M | 10,875 | $0 | 10y | 1 |
BEACON HEALTH SYSTEM, INC.IN · 453864076-003 | $695M | 10,766 | $0 | 10y | 1 |
SCHENKER, INCVA · 135619239-002 | $465M | 11,491 | $0 | 10y | 2 |
TIFT REGIONAL HEALTH SYSTEM, INC.GA · 453072990-001 | $406M | 4,543 | $0 | 6y | - |
FAREWAY STORES, INC.IA · 420240920-002 | $401M | 7,994 | $0 | 1y | - |
BROOKDALE HOSPITAL MEDICAL CENTERNY · 111631746-004 | $374M | 7,653 | $0 | 10y | 1 |
VENTURA FOODS, LLCCA · 954589254-001 | $344M | 3,832 | $0 | 10y | - |
SCIENCE SYSTEMS AND APPLICATIONS, INC.MD · 521087599-001 | $228M | 1,436 | $0 | 10y | - |
SAMARITAN MEDICAL CENTERNY · 150533577-004 | $210M | 3,001 | $0 | 10y | - |
Flag exposure
82.0%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 (20)
Raw Schedule C names collapsed into Mid-Atlantic Capital Corporation.
- FIDELITY INVESTMENSTS INSTITUTIONAL
- MID ATLANTC CAPITAL CORPORATION
- MID ATLANTIC
- MID ATLANTIC CAPITAL
- MID ATLANTIC CAPITAL CORP
- MID ATLANTIC CAPITAL CORP (SUNGUARD
- MID ATLANTIC CAPITAL CORP.
- MID ATLANTIC CAPITAL CORPORATION
- MID ATLANTIC CAPITAL CORPORATIONS
- MID ATLANTIC CAPTIAL CORPORATION
- MID ATLANTIC CORPORATION
- MID ATLANTIC SECURITIES INC
- MID-ATLANTIC
- MID-ATLANTIC CAPITAL CORPORATION
- MIDATLANTIC CAPITAL CORPORATION
- MIDATLANTIC CAPITAL GROUP
- MIDATLANTIC CAPITAL MANAGEMENT
- MIDATLANTIC CAPITAL MANAGEMENT, INC
- MIDATLANTIC CAPITAL MANAGEMENT,INC.
- MIDATLANTICCAPITAL MANAGEMENT, INC.
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 Mid-Atlantic Capital Corporation'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 | 3 | 4.92% | 7.76% | -2.84 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 21 | 34.43% | 1.71% | +32.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 19 | 31.15% | 1.76% | +29.39 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 Mid-Atlantic Capital Corporation. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Mid-Atlantic Capital Corporation'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 |
|---|---|---|
| Harter Secrest & Emery LLP | 2 | 3.3% |
| Abato, Rubenstein & Abato, P.A. | 1 | 1.6% |
| Cohen Weiss & Simon LLP | 1 | 1.6% |
| Davis & Gilbert LLP | 1 | 1.6% |
| Schulte Roth & Zabel LLP | 1 | 1.6% |
| Taft Stettinius & Hollister LLP | 1 | 1.6% |