BAM ADVISOR SERVICES
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-4 YoYRank #910 of mapped providers
Assets under administration$401M0.0%Market share · rank #5297
Fees received$806,640Median $43,228/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 BAM ADVISOR SERVICES plan look like?
Service mix · median fees per plan
Count of plans where BAM ADVISOR SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by plan; Direct payment from the planCode 26 | 13 | $50,150 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $27,770 | |
Consulting fees; Consulting (pension)Code 17 | 1 | $175,000 |
Competitor overlap
Percent of BAM ADVISOR SERVICES'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 BAM ADVISOR SERVICES.
| Sponsor | From | Assets |
|---|---|---|
SURDEX CORPORATIONMO · 430690641-001 | (new plan) | $0 |
Plans lost in 2024
Appeared last year under BAM ADVISOR SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
US RADIOLOGY SPECIALISTS, INC.NC · 823626023-001 | ROCKERFELLER CAPITAL MANAGEMENT | $447M |
FRUTH, INC.WV · 550681886-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $19M |
CIK ENTERPRISES, LLCIN · 200160711-001 | (new plan) | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HORNE LLPMS · 201941244-001 | $108M | 1,933 | $175,000 | 10y | 1 |
BROWN, EDWARDS & COMPANY, L.L.P.VA · 540504608-001 | $89M | 555 | $73,149 | 9y | - |
NORTHWEST FINANCIAL CORPIA · 421325482-002 | $66M | 499 | $50,150 | 10y | - |
ELECTRICAL COMPONENTS INTERNATIONAL, INC.MO · 204674361-001 | $32M | 796 | $72,650 | 10y | - |
INSERO & CO. CPAS, LLPNY · 475324570-001 | $26M | 179 | $35,599 | 5y | 1 |
HR & A ADVISORS, INC.NY · 208767681-001 | $25M | 237 | $63,462 | 5y | 1 |
THE MCCLURE CORPORATIONMO · 430788782-002 | $20M | 143 | $66,153 | 2y | 1 |
IMS MASONRY, INC.UT · 870467042-001 | $11M | 372 | $50,743 | 3y | 1 |
V.I.P, INC.ME · 010262924-001 | $8M | 716 | $54,696 | 9y | 1 |
SHERMAN'S PLACE, INC.IL · 371036925-001 | $6M | 125 | $36,306 | 6y | 1 |
Flag exposure
93.8%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 (6)
Raw Schedule C names collapsed into BAM ADVISOR SERVICES.
- BAM ADVISOR SERVICES
- BAM ADVISOR SERVICES LLC
- BAM ADVISOR SERVICES, LLC
- BAM ADVISORS
- BAM ADVISORS SERVICES
- BAM INVESTMENT 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 BAM ADVISOR SERVICES'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 | 3 | 18.75% | 7.76% | +10.99 pp |
| Fidelity bond gap | 1 | 6.25% | 26.94% | -20.69 pp |
| Late contributions | 5 | 31.25% | 1.71% | +29.54 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 12.50% | 1.76% | +10.74 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 BAM ADVISOR SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent