401K ADVISORS INC
28 known aliases resolved via the canonical alias map
Market position · 2024
Plans served42+5 YoYRank #408 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3968
Fees received$1MMedian $21,910/planSum across Schedule C direct + indirect
Net wins YoY+516 won · 11 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 401K ADVISORS INC plan look like?
Service mix · median fees per plan
Count of plans where 401K ADVISORS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 37 | $21,316 | |
Investment advisory (plan); Consulting (general)Code 16 | 2 | $51,500 | |
Investment advisory (plan)Code 27 | 2 | $18,750 | |
Contract AdministratorCode 13 | 1 | $123,259 |
Competitor overlap
Percent of 401K ADVISORS 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 401K ADVISORS INC.
| Sponsor | From | Assets |
|---|---|---|
NATIONAL CONSUMER COOPERATIVE BANKVA · 521157795-001 | NFP RETIREMENT INC | $156M |
SMURFIT KAPPA NORTH AMERICA LLCTX · 800227704-002 | NFP RETIREMENT INC | $118M |
MORGAN PROPERTIES PAYROLL SVCSPA · 232852119-001 | ADP BROKER-DEALER | $78M |
BODYCOTE SURFACE TECHNOLOGY INC.TX · 621283960-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $21M |
PSB INSIGHTS, LLCDC · 522346069-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $16M |
STAVIS SEAFOODS, LLCMA · 823243673-004 | LION STREET ADVISORS LLC | $16M |
SUPER CARE, INC.CA · 954021787-001 | NFP RETIREMENT INC | $16M |
BELLOTA AGRISOLUTIONS AND TOOLSIL · 753267235-002 | ADP BROKER-DEALER | $15M |
APT HOLDINGS, LLCMD · 843252042-001 | NFP RETIREMENT INC | $12M |
INTACT TECHNOLOGY INCVA · 521979206-002 | MERRILL LYNCH PIERCE FENNER & SMITH | $11M |
Plans lost in 2024
Appeared last year under 401K ADVISORS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
EVA AIRWAYS CORP.CA · 980120766-001 | NFP RETIREMENT INC | $58M |
MUTUAL OF OMAHA MORTGAGE, INC.CA · 461728831-002 | ACCELERATE INVESTMENT ADVISORS LLC | $54M |
SIENTRA, INCCA · 205551000-001 | RAYMOND JAMES FINANCIAL SERVICES | $18M |
MARTIN BAUER, INC.NJ · 330892779-001 | ACCELERATE INVESTMENT ADVISORS LLC | $12M |
MCKENNA MOTOR COMPANY, INC.CA · 953379374-002 | ACCELERATE INVESTMENT ADVISORS LLC | $10M |
VIP RUBBER COMPANY, INCCA · 952656481-001 | SENTRY LIFE INSURANCE COMPANY | $5M |
SUMMIT CAREER COLLEGE, INC.CA · 330430969-001 | ADP BROKER-DEALER | $4M |
UNION DE TRONQUISTAS DE PUERTO RICOPR · 660344357-002 | THE 401K COMPANY OF PUERTO RICO INC | $2M |
KITH RETAIL LLCNY · 452241776-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL CONSUMER COOPERATIVE BANKVA · 521157795-001 | $156M | 470 | $43,500 | 3y | - |
SMURFIT KAPPA NORTH AMERICA LLCTX · 800227704-002 | $118M | 1,544 | $22,500 | 5y | 3 |
THE GOODMAN GROUP, INC.MN · 411914496-001 | $79M | 4,283 | $51,693 | 6y | 1 |
MORGAN PROPERTIES PAYROLL SVCSPA · 232852119-001 | $78M | 3,370 | $14,250 | 1y | 1 |
401(K) ADMINISTRATION MANAGEMENT PROGRAM, INC.TX · 854019239-003 | $67M | 1,874 | $123,259 | 2y | 1 |
VIRGIN ATLANTIC AIRWAYS, LTD.GA · 133213123-001 | $41M | 286 | $35,024 | 8y | - |
DANIEL G. SCHUSTER, LLCMD · 521042778-001 | $40M | 1,390 | $8,333 | 1y | 1 |
INTEGRICHAIN, INC.PA · 542187446-001 | $37M | 502 | $46,409 | 4y | - |
OUTSET MEDICAL, INC.CA · 200514392-001 | $34M | 575 | $63,316 | 3y | - |
SOFTRAMS, LLCVA · 208761455-001 | $29M | 581 | $56,571 | 4y | 1 |
Flag exposure
76.2%Market: 89.2%
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 (28)
Raw Schedule C names collapsed into 401K ADVISORS INC.
- 401K ADIVSORS, INC.
- 401K ADMIN MANAGEMENT PROGRAM, INC
- 401K ADMINISTRATION MANAGEMENT PROG
- 401K ADMINISTRSTORS, INC.
- 401K ADVISIORS, INC
- 401K ADVISORS
- 401K ADVISORS - ARIZONA
- 401K ADVISORS INC
- 401K ADVISORS INC.
- 401K ADVISORS INC. - ARIZONA
- 401K ADVISORS INTERMOUNTAIN
- 401K ADVISORS, INC
- 401K ADVISORS, INC.
- 401K ADVISORS, LLC
- 401K ADVISORS- ARIZONA
- 401K AMERICA, INC.THE KAGEN COMPANY
- 401K AND ADVISORS INC
- 401K BFSG, INC.
- 401K GERNATION INC
- 401K PLAN RESOURCES
- 401K PLAN RESOURCES, LLC
- 401K PLUS, INC
- 401K PLUS, INC.
- 401K TECH COLLECTIVE
- FI 401K ADVISORS,LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 401K ADVISORS 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 | 3 | 7.14% | 26.94% | -19.80 pp |
| Late contributions | 8 | 19.05% | 1.71% | +17.33 pp |
| Failed to provide benefit | 1 | 2.38% | 0.14% | +2.24 pp |
| Corrective distributions | 13 | 30.95% | 1.76% | +29.19 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 401K ADVISORS INC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent