ADAMS ADDRESSING ASSOCIATES
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7+1 YoYRank #1788 of mapped providers
Assets under administration$13.2B0.0%Market share · rank #986
Fees received$1MMedian $115,018/planSum across Schedule C direct + indirect
Net wins YoY+01 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 ADAMS ADDRESSING ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where ADAMS ADDRESSING ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 3 | $122,323 | |
Consulting fees; Recordkeeping fees; Other fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $106,236 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $33,000 | |
Investment advisory (plan); Direct payment from the plan; Investment managementCode 27 | 1 | $53,020 | |
Investment management fees paid directly by planCode 51 | 1 | $236,331 |
Competitor overlap
Percent of ADAMS ADDRESSING ASSOCIATES'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 ADAMS ADDRESSING ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
IBEW 648 PENSION PLANWV · 316134845-001 | STANARD VALUATIONS, INC. | $80M |
Plans lost in 2024
Appeared last year under ADAMS ADDRESSING ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
QUALITY PLUS SERVICES, INC.VA · 541759242-001 | QUALITY PLUS SERVICES | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $33,000 | 7y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $475,516 | 10y | - |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $122,323 | 5y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $236,331 | 2y | 1 |
I.U.O.E. LOCAL 132 PENSION FUNDWV · 556015364-001 | $559M | 4,062 | $115,018 | 1y | - |
IBEW 648 PENSION PLANWV · 316134845-001 | $90M | 935 | $53,020 | 2y | - |
OUTSOURCED ASSOCIATES & STAFFINGUT · 454880429-001 | $13M | 343 | $106,236 | 2y | - |
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 (15)
Raw Schedule C names collapsed into ADAMS ADDRESSING ASSOCIATES.
- ADAMS ADDRESSING ASSOC FOR SERVICES
- ADAMS ADDRESSING ASSOCIATES
- ADAMS DIRECT & MEDIA SERVICES
- ADAMS HALL ASSET MANAGEMENT, LLC
- ADAMS HALL WEALTH ADVISORS
- ADAMS PUBLISHING GROUP
- ADAMS STREET CREDIT FUND-A LP
- ADAMS STREET INVESTMENT
- ADAMS STREET PARTNERS
- ADAMS STREET PARTNERS LLC
- ADAMS STREET PARTNERS, LLC
- ADAMS STREET PARTNERSHIP FUND
- ADAMS WEALTH MANAGEMENT
- ADAMS WEALTH MANAGEMENT LLC
- ADAMS,JENKINS AND CHEATHAM CPA-BC
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 ADAMS ADDRESSING ASSOCIATES'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 | 1 | 14.29% | 26.94% | -12.66 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 ADAMS ADDRESSING ASSOCIATES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent