ADMINISTRATIVE FIDUCIARY SERVICES
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served38+5 YoYRank #420 of mapped providers
Assets under administration$21.6B0.0%Market share · rank #604
Fees received$2MMedian $8,839/planSum across Schedule C direct + indirect
Net wins YoY+714 won · 7 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 ADMINISTRATIVE FIDUCIARY SERVICES plan look like?
Service mix · median fees per plan
Count of plans where ADMINISTRATIVE FIDUCIARY SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other feesCode 99 | 16 | $6,125 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 7 | $9,581 | |
Other fees; Direct payment from the plan; Legal; Contract AdministratorCode 13 | 5 | $9,913 | |
Investment advisory (plan)Code 27 | 2 | $16,225 | |
Named fiduciary; Direct payment from the planCode 31 | 2 | $76,483 | |
Other servicesCode 49 | 2 | $8,610 | |
Investment advisory (plan); Consulting (general)Code 16 | 1 | $22,606 | |
Trustee (directed)Code 25 | 1 | $7,360 |
Competitor overlap
Percent of ADMINISTRATIVE FIDUCIARY SERVICES'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 ADMINISTRATIVE FIDUCIARY SERVICES.
| Sponsor | From | Assets |
|---|---|---|
LEAFFILTER NORTH, LLCOH · 264198045-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $45M |
AMERICAN FINANCIAL NETWORK, INC.CA · 954866828-001 | EQUITABLE ADVISORS LLC | $43M |
COLONY TIRE CORPORATIONNC · 562167232-002 | AFS ADVISORS, LLC | $39M |
VAN DE POL ENTERPRISES, INC.CA · 942428381-101 | TAG RESOURCES, LLC | $25M |
EXAKTIME INNOVATIONS, INC.CA · 010552589-001 | TAG RESOURCES, LLC | $17M |
HEALTHCREST SURGICAL MANAGEMENT, LLCOK · 813933873-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $12M |
AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTERTX · 751301699-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $11M |
DRONEUP, LLCVA · 814177107-001 | ADMIN. GROUP, LLC DBA TAG RESOURCES | $7M |
SEIREN NORTH AMERICA, LLCNC · 562269914-001 | NOVA 401(K) ASSOCIATES | $6M |
ADVANCED DIGITAL CABLE, INCNC · 621690046-001 | ROYAL ALLIANCE ASSOCIATES INC | $6M |
Plans lost in 2024
Appeared last year under ADMINISTRATIVE FIDUCIARY SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
GDH CONSULTING, INC.OK · 731610918-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $16M |
SECURITY 1ST TITLE, LLCKS · 271044816-001 | AGH WEALTH ADVISORS, LLC | $11M |
BLUEBIRD MEDICAL ENTERPRISES, LLC DBA ALLEGIANCE MOBILE HEALTHTX · 010915530-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $6M |
GAMMA AEROSPACE LLCTX · 751361145-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $1M | 9y | - |
DWWTOCA · 952746122-002 | $135M | 2,106 | $68,678 | 7y | 1 |
ALDRIDGE GROUP, LLCIL · 464566651-001 | $117M | 634 | $8,852 | 4y | 1 |
CAROLINA DEALERSHIPS INC.NC · 200465434-001 | $112M | 3,364 | $133,975 | 6y | 2 |
TT GROUP INDUSTRIES, INC.TX · 561536704-002 | $67M | 1,253 | $10,832 | 5y | 2 |
CNHI, LLCAL · 822664009-001 | $64M | 1,016 | $18,170 | 5y | 2 |
MAC HAIK MANAGEMENT LLCTX · 760350038-002 | $61M | 2,716 | $17,600 | 3y | 1 |
HI-TEMP INSULATION, INC.CA · 952894441-001 | $50M | 627 | $9,581 | 6y | - |
LEAFFILTER NORTH, LLCOH · 264198045-001 | $45M | 3,488 | $28,057 | 1y | - |
DIAGNOSTIC IMAGING CENTERS, P.A.KS · 430913846-002 | $43M | 330 | $5,300 | 4y | - |
Flag exposure
84.2%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 (26)
Raw Schedule C names collapsed into ADMINISTRATIVE FIDUCIARY SERVICES.
- ADMINISTRATIV FIDUCIARY SERVICES
- ADMINISTRATIVE FIDCUIARY SERVICE
- ADMINISTRATIVE FIDUCIARY
- ADMINISTRATIVE FIDUCIARY SER
- ADMINISTRATIVE FIDUCIARY SERV INC
- ADMINISTRATIVE FIDUCIARY SERVCIES
- ADMINISTRATIVE FIDUCIARY SERVICE
- ADMINISTRATIVE FIDUCIARY SERVICES
- ADMINISTRATIVE FIDUCIARY SERVICES I
- ADMINISTRATIVE FIDUCIARY SERVICES,
- ADMINISTRATIVE FIDUCIARY SERVICES-
- ADMINISTRATIVE FIDUCIARY SRVCS INC
- ADMINISTRATIVE FIDUCIARY SVC
- ADMINISTRATIVE FIDUCIARY SVCS
- ADMINISTRATIVE FIDUCIARY SVCS, INC.
- ADMINISTRATIVE GROUP LLC DBA TAG
- ADMINISTRATIVE GROUP, DBA TAG RESOU
- ADMINISTRATIVE GROUP, LLC DBA TAG
- ADMINISTRATIVE GROUP, LLC DBA TAG R
- ADMINISTRATIVE SERVICES MANAGER
- ADMINISTRATIVE SERVICES, INC.
- ADMINISTRATIVE SERVICES, LLC
- ADMINISTRATIVE STAFF
- AFS ADMINISTRATIVE FIDUCIARY SERVIC
- C.V. ADMINISTRATIVE SERVICES, INC.
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 ADMINISTRATIVE FIDUCIARY SERVICES'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 | 2.63% | 7.76% | -5.13 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 14 | 36.84% | 1.71% | +35.13 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 21.05% | 1.76% | +19.29 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 ADMINISTRATIVE FIDUCIARY SERVICES. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent