ASC TRUST, LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served25Rank #614 of mapped providers
Assets under administration$686M0.0%Market share · rank #4592
Fees received$3MMedian $64,019/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 ASC TRUST, LLC plan look like?
Service mix · median fees per plan
Count of plans where ASC TRUST, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (discretionary); Investment management; Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (participants); Participant loan processing; Trustee (bank, trust company, or similar financial institution); Consulting (pension); Investment advisory (plan); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 24 | $60,057 | |
Investment managementCode 28 | 1 | $1,105,268 |
Competitor overlap
Percent of ASC TRUST, LLC'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 ASC TRUST, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ASC TRUST, LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-205 | $194M | 1,355 | $54,435 | 8y | - |
ASCENSION HEALTHCAREMO · 311662309-021 | $160M | 3,121 | $1M | 5y | - |
GUAM HEALTHCARE DEVELOPMENT, INC.GU · 660768469-001 | $42M | 1,062 | $255,664 | 10y | - |
BANKGUAM HOLDING COMPANYGU · 900600144-001 | $32M | 508 | $156,595 | 10y | - |
TELEGUAM HOLDINGS LLCGU · 043784135-001 | $32M | 449 | $18,370 | 10y | 1 |
CPL PACIFIC, LLCGU · 660919490-003 | $26M | 848 | $141,786 | 3y | 1 |
DZSP 21 LLCGU · 201222042-001 | $25M | 712 | $144,939 | 10y | - |
CALVO ENTERPRISES, INC.GU · 980030984-001 | $21M | 289 | $133,149 | 10y | 1 |
TAKECARE INSURANCE COMPANY, INC.GU · 980223187-001 | $20M | 199 | $105,866 | 10y | - |
TAN HOLDINGS CORPORATIONMP · 660483398-001 | $17M | 532 | $124,869 | 10y | - |
Flag exposure
84.0%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 (3)
Raw Schedule C names collapsed into ASC TRUST, LLC.
- ASC HEALTHCARE MASTER PENSION TRUST
- ASC TRUST CORPORATION
- ASC TRUST, 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 ASC TRUST, LLC'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 | 2 | 8.00% | 26.94% | -18.94 pp |
| Late contributions | 5 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 4.00% | 1.76% | +2.24 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 ASC TRUST, LLC. 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).