ASSURANCE DIMENSIONS
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served29Rank #540 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2895
Fees received$277,031Median $8,500/planSum across Schedule C direct + indirect
Net wins YoY+111 won · 10 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 ASSURANCE DIMENSIONS plan look like?
Service mix · median fees per plan
Count of plans where ASSURANCE DIMENSIONS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 25 | $8,500 | |
Other feesCode 99 | 3 | $7,580 | |
Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Recordkeeping feesCode 15 | 1 | $9,000 |
Competitor overlap
Percent of ASSURANCE DIMENSIONS'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 ASSURANCE DIMENSIONS.
| Sponsor | From | Assets |
|---|---|---|
SYNIVERSE TECHNOLOGIES LLCFL · 061262301-001 | UBS FINANCIAL SERVICES INC | $176M |
GUIDEPOINT SECURITY, LLCVA · 453694402-001 | UBS FINANCIAL SERVICES INC | $71M |
EXACTECH, INC.FL · 592603930-001 | JAMES MOORE & CO., P.L. | $70M |
STANADYNE LLCSC · 222940378-001 | STRATEGIC ADVISORS, INC. | $63M |
NEXTECH SYSTEMS, LLCFL · 753068939-001 | WELLS FARGO BANK, N.A. | $30M |
COMMUNITY FIRST CREDIT UNION OFFL · 590227113-002 | MORNINGSTAR | $26M |
ONERORX, INC.IA · 262347195-002 | DENMAN & COMPANY | $18M |
LIGHTHOUSE HR SERVICES, LLCFL · 455382595-001 | RAYMOND JAMES FINANCIAL SERVICES | $15M |
626 HOLDINGS EQUITY LLCFL · 852461577-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $6M |
JSC SYSTEMS, INC.FL · 591229041-001 | KESTRA INVESTMENT SERVICES LLC | $4M |
Plans lost in 2024
Appeared last year under ASSURANCE DIMENSIONS; not this year.
| Sponsor | To | Assets |
|---|---|---|
DENTAL CARE ALLIANCEFL · 820580763-001 | WORLD INVESTMENT ADVISORS LLC | $158M |
BUREAU VERITAS CONSUMER PRODUCTS SERVICES, INC.NY · 581660400-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $73M |
STG LOGISTICS, INC.IL · 222607954-001 | ADP BROKER-DEALER | $56M |
BANKERS FINANCIAL CORPORATIONFL · 592318812-333 | CBIZ RETIREMENT PLAN SERVICES | $50M |
DENTAL CARE ALLIANCEFL · 820580763-002 | WORLD INVESTMENT ADVISORS LLC | $41M |
ICI HOMES RESIDENTIAL HOLDINGS LLCFL · 472689230-001 | MAI CAPITAL MANAGEMENT, LLC | $17M |
PALMA CEIA GOLF & COUNTRY CLUB, INC.FL · 590390297-001 | (new plan) | $4M |
QUALITY CARRIERS, INC.FL · 362590063-003 | (new plan) | $40,565 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PGA TOUR, INC.FL · 520999206-001 | $339M | 2,058 | $9,500 | 3y | - |
CARLTON FIELDS, P.A.FL · 591233896-002 | $316M | 957 | $11,000 | 7y | 1 |
PGA TOUR, INCFL · 520999206-002 | $291M | 4,492 | $8,000 | 3y | 1 |
DIGITAL MANAGEMENT, LLCMD · 680505254-001 | $196M | 2,965 | $17,000 | 3y | 1 |
CHICO'S FAS, INC.FL · 592389435-001 | $195M | 11,612 | $12,500 | 8y | - |
SYNIVERSE TECHNOLOGIES LLCFL · 061262301-001 | $176M | 895 | $10,000 | 5y | 1 |
GUIDEPOINT SECURITY, LLCVA · 453694402-001 | $71M | 1,111 | $10,000 | 6y | 2 |
AERODYNE INDUSTRIES LLCFL · 205783057-001 | $70M | 943 | $8,000 | 6y | 1 |
EXACTECH, INC.FL · 592603930-001 | $70M | 737 | $9,000 | 1y | - |
PODS ENTERPRISES, LLCFL · 202759417-002 | $68M | 2,338 | $7,500 | 7y | 1 |
Flag exposure
82.8%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 (10)
Raw Schedule C names collapsed into ASSURANCE DIMENSIONS.
- ASSURANCE DEMENSIONS
- ASSURANCE DIMENSION
- ASSURANCE DIMENSION, INC.
- ASSURANCE DIMENSIONS
- ASSURANCE DIMENSIONS INC
- ASSURANCE DIMENSIONS INC.
- ASSURANCE DIMENSIONS, INC.
- ASSURANCE DIMENSIONS, LLC
- ASSURANCE DIMENTIONS
- ASSURANCE FINANCIAL SERVICES
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 ASSURANCE DIMENSIONS'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 | 3.45% | 26.94% | -23.49 pp |
| Late contributions | 4 | 13.79% | 1.71% | +12.08 pp |
| Failed to provide benefit | 2 | 6.90% | 0.14% | +6.76 pp |
| Corrective distributions | 10 | 34.48% | 1.76% | +32.72 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 ASSURANCE DIMENSIONS. 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).