ALLEN BATES TECHNOLOGIES
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+2 YoYRank #2444 of mapped providers
Assets under administration$19.4B0.0%Market share · rank #671
Fees received$21,615Median $5,060/planSum across Schedule C direct + indirect
Net wins YoY+23 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 ALLEN BATES TECHNOLOGIES plan look like?
Service mix · median fees per plan
Count of plans where ALLEN BATES TECHNOLOGIES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract Administrator; Direct payment from the planCode 13 | 1 | $5,060 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $6,435 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $5,060 | |
Other feesCode 99 | 1 | $5,060 |
Competitor overlap
Percent of ALLEN BATES TECHNOLOGIES'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 ALLEN BATES TECHNOLOGIES.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | EBERTS & HARRISON | $18.1B |
TRUSTEES OF WISCONSIN NECA-IBEWWI · 391571911-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $715M |
BOARD OF TRUSTEES OF DAKOTAS AREAWIDE IBEW-NECA SAVINGS AND RETIREMENTND · 450348980-002 | KUTAK ROCK LLP | $583M |
Plans lost in 2024
Appeared last year under ALLEN BATES TECHNOLOGIES; not this year.
| Sponsor | To | Assets |
|---|---|---|
ROOFERS LOCAL NO. 88 PENSION FUND BOARD OF TRUSTEESUT · 346615264-001 | PBGC PREMIUM | $25M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $5,060 | 2y | - |
TRUSTEES OF WISCONSIN NECA-IBEWWI · 391571911-001 | $715M | 3,167 | $5,060 | 1y | - |
BOARD OF TRUSTEES OF DAKOTAS AREAWIDE IBEW-NECA SAVINGS AND RETIREMENTND · 450348980-002 | $583M | 4,438 | $5,060 | 1y | 1 |
GLAZIERS LOCAL NO. 1162 PENSION FUNDPA · 346668355-001 | $14M | 212 | $6,435 | 4y | - |
Flag exposure
75.0%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 (4)
Raw Schedule C names collapsed into ALLEN BATES TECHNOLOGIES.
- ALLEN BATES TECHNOLOGIES
- ALLEN BATES TECHNOLOGIES INC
- ALLEN BATES TECHNOLOGIES, INC
- ALLEN BATES TECHNOLOGIES, 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 ALLEN BATES TECHNOLOGIES'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 | 1 | 25.00% | 1.71% | +23.29 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 ALLEN BATES TECHNOLOGIES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent