ANDCO CONSULTING
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served36-74 YoYRank #345 of mapped providers
Assets under administration$5.4B0.0%Market share · rank #1629
Fees received$777,653Median $13,125/planSum across Schedule C direct + indirect
Net wins YoY-583 won · 61 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 ANDCO CONSULTING plan look like?
Service mix · median fees per plan
Count of plans where ANDCO CONSULTING ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 16 | $12,730 | |
Direct payment from the plan; Consulting (general)Code 16 | 6 | $9,000 | |
Investment advisory (plan); Direct payment from the plan; Consulting (pension)Code 17 | 6 | $13,750 | |
Investment managementCode 28 | 5 | $15,000 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $60,022 | |
Securities brokerage; Direct payment from the planCode 33 | 1 | $27,750 | |
Direct payment from the plan; Consulting feesCode 50 | 1 | $11,250 |
Competitor overlap
Percent of ANDCO CONSULTING'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 ANDCO CONSULTING.
| Sponsor | From | Assets |
|---|---|---|
BAPTIST HEALTH CARE CORPORATIONFL · 592425151-001 | FORVIS, LLP | $298M |
OGE ENERGY CORP.OK · 731481638-001 | FID INV INST OPS CO | $281M |
PIPE FITTERS LOCAL UNION NO. 120 ANNUITY FUNDOH · 341480483-001 | JBM COMPUTER CONSULTANTS | $99M |
Plans lost in 2024
Appeared last year under ANDCO CONSULTING; not this year.
| Sponsor | To | Assets |
|---|---|---|
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | MARINER LLC | $801M |
BOARD OF TRUSTEES,IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NECAPA · 256032108-001 | NEWTOWER TRUST COMPANY | $735M |
TRUSTEES OF WISCONSIN NECA-IBEWWI · 391571911-001 | MARINER LLC | $636M |
BOARD OF TRUSTEES OF M.M.&P. INDIVIDUAL RETIREMENT ACCOUNT PLANMD · 133021839-001 | MARINER LLC | $464M |
MATTHEWS INTERNATIONAL CORPORATIONPA · 250644320-002 | MARINER LLC | $458M |
JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NEPA · 251368983-002 | MARINER LLC | $451M |
INDIANA ELECTRICAL WORKERS PENSION TRUST FUND IBEWIN · 351102579-001 | MARINER LLC | $409M |
BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENTWI · 352759032-001 | MARINER LLC | $374M |
PLUMBERS UNION LOCAL NO. 12 PENSION LOCAL NO. 12 PENSION FUNDMA · 046023174-001 | MARINER LLC | $346M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SAINT FRANCIS HEALTH SYSTEM INCOK · 731501972-002 | $1.0B | 15,226 | $59,490 | 3y | - |
BOARD OF TRUSTEES CONSOLIDATED RETIREMENT FUNDNY · 133177000-001 | $492M | 4,269 | $35,000 | 8y | - |
EMPLOYER - TEAMSTERS LOCAL NOS 175 & 505 PENSION TRUST FUNDWV · 556021850-001 | $453M | 5,016 | $22,500 | 8y | - |
BOARD OF TRUSTEES OF THE RETIREMENT PLANWI · 396135887-001 | $374M | 2,461 | $11,250 | 8y | - |
INFIRMARY HEALTH SYSTEM, INC.AL · 630841123-003 | $372M | 7,517 | $14,210 | 6y | - |
SAINT FRANCIS HEALTH SYSTEM INCOK · 731501972-003 | $366M | 1,016 | $23,097 | 3y | - |
BAPTIST HEALTH CARE CORPORATIONFL · 592425151-001 | $298M | 6,751 | $62,000 | 4y | 1 |
OGE ENERGY CORP.OK · 731481638-001 | $281M | 2,314 | $60,022 | 1y | - |
STETSON UNIVERSITYFL · 590624416-001 | $262M | 2,228 | $9,450 | 8y | - |
PIPE FITTERS LOCAL UNION 120 PENS. FUNDOH · 346711591-001 | $222M | 2,009 | $65,000 | 8y | - |
Flag exposure
86.1%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 (19)
Raw Schedule C names collapsed into ANDCO CONSULTING.
- ANDCO
- ANDCO CONSULTIING, LLC
- ANDCO CONSULTING
- ANDCO CONSULTING (FORMERLY BOGDAHN)
- ANDCO CONSULTING CO
- ANDCO CONSULTING CO.
- ANDCO CONSULTING FKA BOGDAHN GROUP
- ANDCO CONSULTING FKS BOGHAHN GROUP
- ANDCO CONSULTING L.L.C.
- ANDCO CONSULTING LLC
- ANDCO CONSULTING LLC (FKA BOGDAHN)
- ANDCO CONSULTING LLC FKA BOGDAHN
- ANDCO CONSULTING LLC/BOGDAHN GROUP
- ANDCO CONSULTING, INC.
- ANDCO CONSULTING, LLC
- ANDCO CONSULTING,LLC
- ANDCO INC
- ANDCO INVESTMENTS, LLC
- ANDCO, 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 ANDCO CONSULTING'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 | 2.78% | 7.76% | -4.98 pp |
| Fidelity bond gap | 1 | 2.78% | 26.94% | -24.16 pp |
| Late contributions | 2 | 5.56% | 1.71% | +3.84 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 2.78% | 1.76% | +1.02 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 ANDCO CONSULTING. 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).