ALAN BILLER & ASSOCIATES
46 known aliases resolved via the canonical alias map
Market position · 2024
Plans served59-1 YoYRank #334 of mapped providers
Assets under administration$155.3B0.2%Market share · rank #94
Fees received$24MMedian $90,000/planSum across Schedule C direct + indirect
Net wins YoY-33 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 ALAN BILLER & ASSOCIATES plan look like?
Service mix · median fees per plan
Count of plans where ALAN BILLER & ASSOCIATES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan)Code 27 | 48 | $96,852 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $17,078 | |
Investment advisory (plan); Direct payment from the plan; Consulting (pension)Code 17 | 3 | $21,250 | |
Direct payment from the plan; Investment managementCode 28 | 2 | $625,486 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $25,000 | |
Employee (plan)Code 30 | 1 | $36,168 | |
Direct payment from the planCode 50 | 1 | $225,000 |
Competitor overlap
Percent of ALAN BILLER & 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 ALAN BILLER & ASSOCIATES.
| Sponsor | From | Assets |
|---|---|---|
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | RUSSELL TRUST COMPANY | $516M |
IRONWORKERS LOCAL 549-550 PENSION PLANWV · 556027928-001 | QUANTITATIVE PROCESS, LLC | $207M |
IRONWORKERS LOCAL 549/550 SECURITY PLAN BOARD OF TRUSTEESWV · 341399439-001 | THE SEGAL COMPANY | $53M |
Plans lost in 2024
Appeared last year under ALAN BILLER & ASSOCIATES; not this year.
| Sponsor | To | Assets |
|---|---|---|
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | GRAY, GRIFFITH & MAYS, A.C. | $1.2B |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | FEINBERG, DUMONT & BRENNAN | $250M |
U.A. LOCAL NO. 159 PENSION TRUSTCA · 942859426-001 | HS&BA | $117M |
LOCAL 1964 ILA RETIREMENT FUNDNJ · 226244648-001 | NANCY FERGUSON | $40M |
FOUNDATION TO SUPPORT ANIMAL PROTECTIONVA · 521842274-001 | OSAIC WEALTH INC | $23M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $11M | 10y | - |
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLANGA · 951732075-003 | $19.3B | 478,185 | $115,000 | 10y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $21,250 | 10y | - |
JOINT BOARD OF TRUSTEES WESTERN STATES CARPENTERS PENSION PLANCA · 956042875-001 | $11.3B | 139,574 | $972,500 | 10y | - |
TRUSTEES OF ILWU-PMA PENSION PLANCA · 946068576-001 | $10.8B | 25,317 | $2M | 10y | - |
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $456,090 | 1y | - |
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $1M | 3y | - |
PACIFIC MARITIME ASSOCIATIONCA · 941126322-002 | $3.4B | 19,810 | $61,887 | 10y | 1 |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | $3.3B | 64,255 | $580,784 | 3y | - |
BOARD OF TRUSTEES, INTERNATIONAL BROTHERHOOD OFOR · 936074829-001 | $2.5B | 32,974 | $95,971 | 9y | - |
Flag exposure
93.2%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 (46)
Raw Schedule C names collapsed into ALAN BILLER & ASSOCIATES.
- ALAN BILER AND ASSOCIATES
- ALAN BILLER
- ALAN BILLER & ASSOC
- ALAN BILLER & ASSOC.
- ALAN BILLER & ASSOCIATES
- ALAN BILLER & ASSOCIATES INC
- ALAN BILLER & ASSOCIATES, INC
- ALAN BILLER & ASSOCIATES, INC.
- ALAN BILLER AND ASSOCIATES
- ALAN BILLER AND ASSOCIATES, INC
- ALAN BILLER AND ASSOCIATES, INC.
- ALAN BILLER ASSOCIATES
- ALAN BILLER ASSOCIATES, INC.
- ALAN D BILLER
- ALAN D BILLER & ASSOCIAT
- ALAN D BILLER & ASSOCIATES
- ALAN D BILLER & ASSOCIATES INC
- ALAN D BILLER & ASSOCIATES, INC.
- ALAN D BILLER AND ASSOCIATES, INC
- ALAN D BILLER ASSOC
- ALAN D BILLER ASSOCIATES
- ALAN D BILLER ASSOCIATES INC
- ALAN D BILLER ASSOCIATES INC.
- ALAN D BILLER ASSOCIATES, INC.
- ALAN D. BILLER
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 ALAN BILLER & 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 | 2 | 3.39% | 7.76% | -4.37 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 10.17% | 1.71% | +8.46 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 5.08% | 1.76% | +3.33 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 ALAN BILLER & ASSOCIATES. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).