Oarsman Capital Inc.
advisor4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served1-3 YoYRank #6400 of mapped providers
Assets under administration$16.8B0.0%Market share · rank #814
Fees received$921,776Median $921,776/planSum across Schedule C direct + indirect
Net wins YoY-30 won · 3 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 Oarsman Capital Inc. plan look like?
Service mix · median fees per plan
Count of plans where Oarsman Capital Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $921,776 |
Competitor overlap
Percent of Oarsman Capital Inc.'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 Oarsman Capital Inc..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Oarsman Capital Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
SHERMAN & HOWARD L.L.C.CO · 840420314-022 | Milliman | $110M |
SHERMAN & HOWARD L.L.C.CO · 840420314-001 | Milliman | $90M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $921,776 | 2y | 1 |
Flag exposure
100.0%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 (4)
Raw Schedule C names collapsed into Oarsman Capital Inc..
- FRIST PARTY ADMINISTRATOR LLC
- FRIST STATE BANK
- OARSMAN CAPITAL INC
- OARSMAN CAPITAL, 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 Oarsman Capital Inc.'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 100.00% | 1.76% | +98.24 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 Oarsman Capital Inc.. 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 Oarsman Capital Inc.'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 |
|---|---|---|
| Bultynck & Co., P.L.L.C. | 1 | 100.0% |