BAY COLONY ADVISORS
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+2 YoYRank #2377 of mapped providers
Assets under administration$10.0B0.0%Market share · rank #1162
Fees received$144,948Median $33,951/planSum across Schedule C direct + indirect
Net wins YoY+22 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 BAY COLONY ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where BAY COLONY ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants)Code 26 | 1 | $41,728 | |
Investment advisory (plan)Code 27 | 1 | $26,174 | |
Investment management fees paid directly by planCode 51 | 1 | $75,000 | |
Securities brokerage commissions and feesCode 71 | 1 | $2,046 |
Competitor overlap
Percent of BAY COLONY 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 BAY COLONY ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
NORTHWELL HEALTH, INC.NY · 113418133-006 | HARDING LOEVNER LP | $2.8B |
REX LUMBER COMPANYMA · 060667910-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $23M |
Plans lost in 2024
Appeared last year under BAY COLONY 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 |
|---|---|---|---|---|---|
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $75,000 | 5y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $2,046 | 1y | - |
REX LUMBER COMPANYMA · 060667910-002 | $23M | 235 | $26,174 | 1y | 2 |
SCULLY SIGNAL COMPANYMA · 041816980-001 | $12M | 121 | $41,728 | 9y | - |
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 (12)
Raw Schedule C names collapsed into BAY COLONY ADVISORS.
- BAY ALARM
- BAY COLONY ADVISORS
- BAY CREST PARTNERS LLC
- BAY HILLS CAPITAL MANAGEMENT, LLC
- BAY HILLS' BHCP III, LP
- BAY MUTUAL
- BAY MUTUAL FINANCIAL
- BAY MUTUAL FINANCIAL LLC
- BAY MUTUAL FINANCIAL, LLC
- BAY STATE FIDUCIARY ADVISORS, INC.
- BAY STATE/GLOBAL ADVISORS
- THE BAY MUTUAL FINANACIAL
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 BAY COLONY 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 | 1 | 25.00% | 1.76% | +23.24 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 BAY COLONY 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