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BANKERS TRUST COMPANY

16 known aliases resolved via the canonical alias map

Market position · 2024

Plans served28-2 YoYRank #562 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3949
Fees received$2MMedian $35,923/planSum across Schedule C direct + indirect
Net wins YoY-25 won · 7 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 BANKERS TRUST COMPANY plan look like?
Service mix · median fees per plan
Count of plans where BANKERS TRUST COMPANY ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Recordkeeping feesCode 15
13$50,135
Trustee (bank, trust company, or similar financial institution)Code 21
11$37,623
Trustee (directed)Code 25
2$22,773
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Custodial (other than securities)Code 18
1$16,348
Direct payment from the plan; Trustee (discretionary)Code 24
1$59,439
Competitor overlap
Percent of BANKERS TRUST COMPANY'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 BANKERS TRUST COMPANY.
SponsorFromAssets
DE CORP.TX · 741554644-001
HILLIARD & ASSOCIATES$49M
GIBSON INSURANCE AGENCY, INC.IN · 351116724-003
TRANSITION FINANCE STRATEGIES, LLC$25M
CRYOMECH, INC.NY · 160900336-002
(new plan)$9M
WEXCO INCORPORATEDOR · 232441123-002
(new plan)$3M
V W INTERNATIONAL, INC.FL · 541543167-002
THE SEGAL COMPANY$476,536
Plans lost in 2024
Appeared last year under BANKERS TRUST COMPANY; not this year.
SponsorToAssets
NIBCO INC.IN · 350552560-006
TRANSITION FINANCE STRATEGIES, LLC$365M
FIRST STATE BANCORP, INC.MO · 431281074-003
TRANSITION FINANCE STRATEGIES, LLC$40M
THE FARMERS AND MERCHANTS BANKAR · 710203044-004
ONEDIGITAL INVESTMENT ADVISORS LLC$19M
ACME TRUCK LINE, INC.LA · 720540787-002
(new plan)$10M
DYKEMA EXCAVATORS, INC.MI · 381351331-001
(new plan)$10M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
AMERICAN SYSTEMS CORPORATIONVA · 540962497-003
$339M3,386$80,0004y-
COWLES COMPANYWA · 910420030-001
$87M365$248,6749y-
SUKUP MANUFACTURING COMPANYIA · 420896595-001
$75M873$323,9999y-
MORTENSON FAMILY DENTAL HOLDINGS, INC.KY · 451839908-002
$71M2,220$40,0003y-
BROWN WINICK LAW FIRMIA · 420704554-002
$63M222$10,5536y-
PHELPS COUNTY BANCSHARES, INC.MO · 431146028-003
$54M136$50,4166y1
VAN HORN AUTOMOTIVE GROUP, INC.WI · 464704899-002
$51M665$59,4396y-
DE CORP.TX · 741554644-001
$49M430$25,0001y-
CENTRAL BANCSHARES, INC.IA · 421153883-002
$45M375$92,59210y-
BODENSTEINER IMPLEMENT COMPANYIA · 421015155-001
$40M281$91,4449y-
Flag exposure
82.1%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 (16)
Raw Schedule C names collapsed into BANKERS TRUST COMPANY.
  • BANKERS TRSUT COMPANY
  • BANKERS TRUST
  • BANKERS TRUST CO OF SOUTH DAKOTA
  • BANKERS TRUST COMPANY
  • BANKERS TRUST COMPANY OF S.D.
  • BANKERS TRUST COMPANY OF SD
  • BANKERS TRUST OF SOUTH DAKOTA
  • FIRST BANKERS
  • FIRST BANKERS TRUST SEVICES, INC.
  • TI TRUST
  • TI TRUST, INC
  • TI TRUST, INC.
  • TI-TRUST
  • TI-TRUST INC
  • TI-TRUST, INC
  • TI-TRUST, 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 BANKERS TRUST COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated27.14%7.76%-0.62 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions27.14%1.71%+5.43 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions310.71%1.76%+8.96 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with BANKERS TRUST COMPANY. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
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