One Capital Management
advisor3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+2 YoYRank #4169 of mapped providers
Assets under administration$9.3B0.0%Market share · rank #1275
Fees received$41,735Median $12,995/planSum across Schedule C direct + indirect
Net wins YoY+23 won · 1 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 One Capital Management plan look like?
Service mix · median fees per plan
Count of plans where One Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $12,995 |
Competitor overlap
Percent of One Capital Management'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 One Capital Management.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | First Republic Investment Management | $6.5B |
DLA PIPER LLP (US)MD · 520616490-004 | First Republic Investment Management | $1.7B |
DENTONS US LLPIL · 361796730-001 | First Republic Investment Management | $999M |
Plans lost in 2024
Appeared last year under One Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | Westmount Asset Management LLC | $2.7B |
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 | $16,654 | 1y | 1 |
DLA PIPER LLP (US)MD · 520616490-004 | $1.7B | 4,436 | $12,995 | 1y | 1 |
DENTONS US LLPIL · 361796730-001 | $999M | 2,649 | $12,086 | 1y | 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 (3)
Raw Schedule C names collapsed into One Capital Management.
- FUNARO AND CO
- ONE CAPITAL MANAGEMENT
- ONE CAPITAL MANAGEMENT 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 One Capital Management'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 | 3 | 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 One Capital Management. 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 One Capital Management'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 | 33.3% |