ACOSTA & RAMIREZ
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-2 YoYRank #4225 of mapped providers
Assets under administration$9.8B0.0%Market share · rank #1294
Fees received$297,115Median $148,558/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 ACOSTA & RAMIREZ plan look like?
Service mix · median fees per plan
Count of plans where ACOSTA & RAMIREZ ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 2 | $148,558 |
Competitor overlap
Percent of ACOSTA & RAMIREZ'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 ACOSTA & RAMIREZ.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ACOSTA & RAMIREZ; not this year.
| Sponsor | To | Assets |
|---|---|---|
PEPSICO, INC.NY · 131584302-004 | UBS FINANCIAL SERVICES INC | $7.6B |
PEPSICO, INC.NY · 131584302-121 | UBS FINANCIAL SERVICES INC | $4.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $172,039 | 10y | - |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ PENSION FUNDNY · 131879376-001 | $4.6B | 121,234 | $125,076 | 8y | - |
Flag exposure
100.0%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 (6)
Raw Schedule C names collapsed into ACOSTA & RAMIREZ.
- ACOSTA & RAMIERZ
- ACOSTA & RAMIREZ
- ACOSTA AND ASSOCIATES, INC
- ACOSTA NANCY
- ACOSTA, NANCY
- L. ACOSTA
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 ACOSTA & RAMIREZ'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 | 0 | 0.00% | 1.76% | -1.76 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 ACOSTA & RAMIREZ. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent