ALESCO ADVISORS
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served17-3 YoYRank #834 of mapped providers
Assets under administration$396M0.0%Market share · rank #5352
Fees received$487,933Median $25,304/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 ALESCO ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where ALESCO ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment advisory (plan)Code 27 | 9 | $27,500 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $9,883 | |
Investment management; Investment management fees paid indirectly by plan; Direct payment from the planCode 28 | 2 | $56,267 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $18,471 | |
Investment advisory (participants); Investment management; Investment advisory (plan)Code 26 | 1 | $48,930 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of ALESCO ADVISORS'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 ALESCO ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
FOODLINK, INC.NY · 222428304-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $5M |
Plans lost in 2024
Appeared last year under ALESCO ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
HURLBUT HEALTH CONSULTING, LLCNY · 822927589-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $16M |
CALDWELL MANUFACTURING COMPANYNY · 800517021-001 | (new plan) | $2,504 |
ABVI-GOODWILLNY · 160743906-001 | (new plan) | $1,226 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOND, SCHOENECK & KING PLLCNY · 270015651-003 | $214M | 756 | $27,500 | 10y | - |
ST. ANN'S HOME FOR THE AGEDNY · 160743146-001 | $38M | 419 | $43,821 | 9y | - |
ST. JOHNS HEALTH CARE CORP.NY · 161469476-002 | $20M | 894 | $45,200 | 9y | 1 |
ST. JOHN'S HEALTH CARE CORPORATIONNY · 161469476-001 | $20M | 453 | $99,685 | 8y | - |
NEW DIRECTIONS YOUTH AND FAMILY SERVICES, INC.NY · 160743220-001 | $16M | 741 | $0 | 4y | 1 |
THE CHURCH HOME OF THE PROTESTANT EPISCOPAL CHURCHNY · 160743962-002 | $14M | 992 | $33,460 | 10y | - |
MCALPIN INDUSTRIES, INC.NY · 160871790-001 | $14M | 225 | $25,304 | 8y | - |
ANTHONY L JORDAN HEALTH CENTER INCNY · 160977295-001 | $13M | 345 | $48,930 | 9y | - |
DIXON/SCHWABL ADVERTISING, INC.NY · 161409122-001 | $13M | 129 | $32,753 | 7y | - |
UNITED BANCORP, INC.OH · 341405357-001 | $10M | 120 | $37,120 | 9y | - |
Flag exposure
82.4%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 (5)
Raw Schedule C names collapsed into ALESCO ADVISORS.
- ALESCO
- ALESCO ADVISORS
- ALESCO ADVISORS LLC
- ALESCO ADVISORS, INC.
- ALESCO ADVISORS, LLC
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 ALESCO ADVISORS'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 | 3 | 17.65% | 7.76% | +9.88 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 5.88% | 1.71% | +4.17 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 11.76% | 1.76% | +10.01 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 ALESCO ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).