APW CAPITAL INC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-3 YoYRank #2036 of mapped providers
Assets under administration$69M0.0%Market share · rank #7823
Fees received$87,497Median $8,086/planSum across Schedule C direct + indirect
Net wins YoY-31 won · 4 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 APW CAPITAL INC plan look like?
Service mix · median fees per plan
Count of plans where APW CAPITAL INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Other commissionsCode 55 | 4 | $22,252 | |
Consulting (general); Investment advisory (plan); Insurance agents and brokers; Insurance brokerage commissions and feesCode 16 | 1 | $0 |
Competitor overlap
Percent of APW CAPITAL INC'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 APW CAPITAL INC.
| Sponsor | From | Assets |
|---|---|---|
A-1 LIMOUSINE, INC.NJ · 221769729-001 | ADP BROKER-DEALER | $5M |
Plans lost in 2024
Appeared last year under APW CAPITAL INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
RAB LIGHTING, INC.NJ · 131726345-003 | ONEDIGITAL INVESTMENT ADVISORS LLC | $26M |
EL EDUCATION INCNY · 061576405-001 | PROACCOUNT | $12M |
KIDS IN DISTRESS, INC.FL · 591927289-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $6M |
RESOURCE LOGISTICS INC.NJ · 223529088-001 | AURORA PRIVATE WEALTH INC | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
XTIVIA, INC.NJ · 134054927-002 | $33M | 254 | $36,831 | 7y | - |
NEXUS MANAGEMENT, LLCNJ · 208110953-002 | $17M | 204 | $36,418 | 7y | 2 |
ALLIANCE FOR POSITIVE CHANGENY · 133562071-001 | $12M | 294 | $0 | 8y | 1 |
A-1 LIMOUSINE, INC.NJ · 221769729-001 | $5M | 155 | $8,086 | 1y | 1 |
AMMON ANALYTICAL LABORATORIESNJ · 223620531-001 | $3M | 80 | $6,162 | 7y | 1 |
Flag exposure
100.0%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 (7)
Raw Schedule C names collapsed into APW CAPITAL INC.
- APW CAPITAL INC
- APW CAPITAL INC.
- APW CAPITAL INC. FKA COMPREHENSIVE
- APW CAPITAL, INC
- APW CAPITAL, INC.
- APW CAPITAL, INC. FKA COMPREHENSIVE
- APW WEALTH ADVISORS
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 APW CAPITAL INC'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 | 1 | 20.00% | 26.94% | -6.94 pp |
| Late contributions | 3 | 60.00% | 1.71% | +58.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 APW CAPITAL INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent