BAA CAPITAL ADVISORS
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+3 YoYRank #2431 of mapped providers
Assets under administration$512M0.0%Market share · rank #5012
Fees received$70,000Median $17,500/planSum across Schedule C direct + indirect
Net wins YoY+33 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 BAA CAPITAL ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where BAA CAPITAL ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (pension); Direct payment from the planCode 17 | 2 | $17,500 | |
Consulting (general)Code 16 | 1 | $5,000 | |
Named fiduciaryCode 31 | 1 | $30,000 |
Competitor overlap
Percent of BAA CAPITAL ADVISORS'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 BAA CAPITAL ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
HAWAII PACIFIC HEALTHHI · 990246363-001 | WILLIS TOWERS WATSON US LLC | $430M |
STELLANT SYSTEMS, INC.CA · 876607762-001 | THE SEGAL COMPANY | $39M |
NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUNDNM · 856073938-001 | RYAN LABS ASSET MANAGEMENT | $13M |
Plans lost in 2024
Appeared last year under BAA CAPITAL ADVISORS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HAWAII PACIFIC HEALTHHI · 990246363-001 | $430M | 8,449 | $30,000 | 3y | - |
STELLANT SYSTEMS, INC.CA · 876607762-001 | $39M | 118 | $5,000 | 1y | 1 |
PENSION & INSURANCE COMMITTEE, SOUTHERN CALIFORNIA ROCK PRODUCTSCA · 510190581-002 | $30M | 972 | $5,000 | 2y | - |
NM STATE CONFERENCE OF THE MASONS' PENSION TRUST FUNDNM · 856073938-001 | $13M | 461 | $30,000 | 1y | - |
Flag exposure
75.0%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 BAA CAPITAL ADVISORS.
- BAA CAPITAL ADVISORS
- BAA CAPITAL ADVISORS, INC
- BAA CAPITAL ADVISORS, INC.
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 BAA CAPITAL ADVISORS'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 | 1 | 25.00% | 1.71% | +23.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 BAA CAPITAL ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent