ADAM DOWNS
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-2 YoYRank #3728 of mapped providers
Assets under administration$4.6B0.0%Market share · rank #2041
Fees received$440,112Median $220,056/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 ADAM DOWNS plan look like?
Service mix · median fees per plan
Count of plans where ADAM DOWNS 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 | $220,056 |
Competitor overlap
Percent of ADAM DOWNS'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 ADAM DOWNS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ADAM DOWNS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | GLOBEFLEX INTERNATIONAL | $1.8B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | VERUS | $622M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $341,211 | 4y | - |
LOCAL 1964 ILA RETIREMENT FUNDNJ · 226244648-001 | $47M | 1,732 | $98,901 | 4y | - |
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 (8)
Raw Schedule C names collapsed into ADAM DOWNS.
- ADAM ANDOLINA
- ADAM BAYS
- ADAM BOSTON
- ADAM DOWNS
- ADAM HARRIS
- ADAM KUETTEL DBA KUETTEL CAPITALLLC
- ADAM LAAKKO
- ADAM PESTA
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 ADAM DOWNS'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 ADAM DOWNS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent