ASHFORD/BERT REAMES
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #2938 of mapped providers
Assets under administration$100M0.0%Market share · rank #7280
Fees received$437,572Median $56,071/planSum across Schedule C direct + indirect
Net wins YoY+11 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 ASHFORD/BERT REAMES plan look like?
Service mix · median fees per plan
Count of plans where ASHFORD/BERT REAMES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $215,424 | |
Investment advisory (participants); Investment advisory (plan); Investment management fees paid directly by planCode 26 | 1 | $6,724 |
Competitor overlap
Percent of ASHFORD/BERT REAMES'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 ASHFORD/BERT REAMES.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ASHFORD/BERT REAMES; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FLORIDA HEALTH CARE PLAN, INC.FL · 263238817-007 | $87M | 1,631 | $374,777 | 10y | 1 |
FLORIDA HEALTH CARE PLAN, INC.FL · 263238817-403 | $11M | 160 | $56,071 | 10y | - |
MADISON ACADEMY, INC.AL · 630356666-003 | $2M | 199 | $6,724 | 1y | - |
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 (4)
Raw Schedule C names collapsed into ASHFORD/BERT REAMES.
- ASHFORD ADVISORS
- ASHFORD CONSULTING GROUP
- ASHFORD/BERT REAMES
- ASHFORD/BERT REAMS
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 ASHFORD/BERT REAMES'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 | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 33.33% | 1.76% | +31.57 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 ASHFORD/BERT REAMES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent