ACEC RETIREMENT TRUST
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served44Rank #385 of mapped providers
Assets under administration$1.9B0.0%Market share · rank #3147
Fees received$2MMedian $37,136/planSum across Schedule C direct + indirect
Net wins YoY+06 won · 6 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 ACEC RETIREMENT TRUST plan look like?
Service mix · median fees per plan
Count of plans where ACEC RETIREMENT TRUST ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other feesCode 99 | 44 | $37,136 |
Competitor overlap
Percent of ACEC RETIREMENT TRUST'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 ACEC RETIREMENT TRUST.
| Sponsor | From | Assets |
|---|---|---|
STEVEN SCHAEFER ASSOCIATES, INC.OH · 310964154-001 | (new plan) | $29M |
WESTERN WATER CONSULTANTS, INC.WY · 830250392-001 | (new plan) | $26M |
GREAT WEST ENGINEERING, INC.MT · 202501633-001 | (new plan) | $20M |
LEONARD RICE CONSULTING WATER ENGINEERS INC.CO · 840618850-001 | (new plan) | $19M |
KL&A, INC.CO · 943216913-001 | NFP RETIREMENT INC | $17M |
4CREEKSCA · 884211634-002 | (new plan) | $8M |
Plans lost in 2024
Appeared last year under ACEC RETIREMENT TRUST; not this year.
| Sponsor | To | Assets |
|---|---|---|
WOOD, PATEL & ASSOCIATES, INC.AZ · 860680091-002 | (new plan) | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
KCI TECHNOLOGIES, INCMD · 521604386-003 | $268M | 3,027 | $253,940 | 6y | 1 |
MEAD & HUNT, INC.WI · 390793822-002 | $237M | 1,784 | $231,337 | 5y | - |
H2M ARCHITECTS, ENGINEERS, GEOLOGY, LAND SURVEYING AND LANDSCAPE ARCHINY · 112235604-002 | $168M | 798 | $166,809 | 6y | - |
MSA PROFESSIONAL SERVICES, INC.WI · 391016174-001 | $91M | 625 | $93,978 | 6y | - |
A. MORTON THOMAS AND ASSOCIATES, INC.MD · 520728302-002 | $78M | 678 | $83,896 | 6y | 1 |
ERDMAN, ANTHONY HOLDING COMPANY, INC.NY · 161404980-001 | $64M | 386 | $66,636 | 6y | - |
HUBBELL, ROTH, & CLARK, INC.MI · 380668370-002 | $62M | 375 | $64,169 | 7y | - |
RABA KISTNER, INC.TX · 741611534-002 | $57M | 1,002 | $66,437 | 6y | - |
ANDERSON, ECKSTEIN AND WESTRICK, INC.MI · 381904829-002 | $56M | 189 | $64,393 | 6y | - |
MS CONSULTANTS, INC.OH · 346546916-001 | $44M | 479 | $51,794 | 7y | 1 |
Flag exposure
54.5%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 (1)
Raw Schedule C names collapsed into ACEC RETIREMENT TRUST.
- ACEC RETIREMENT TRUST
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 ACEC RETIREMENT TRUST'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 | 1 | 2.27% | 7.76% | -5.49 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 6.82% | 1.71% | +5.10 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 11 | 25.00% | 1.76% | +23.24 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 ACEC RETIREMENT TRUST. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent