CARLOS ANDRADE
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2581 of mapped providers
Assets under administration$1.8B0.0%Market share · rank #3267
Fees received$170,109Median $25,549/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 CARLOS ANDRADE plan look like?
Service mix · median fees per plan
Count of plans where CARLOS ANDRADE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Employee (plan)Code 30 | 2 | $66,329 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 1 | $17,363 | |
Legal; Direct payment from the planCode 29 | 1 | $20,088 |
Competitor overlap
Percent of CARLOS ANDRADE'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 CARLOS ANDRADE.
| Sponsor | From | Assets |
|---|---|---|
RTX CORPORATIONCT · 060570975-038 | PRICEWATERHOUSECOOPERS LLP | $48M |
Plans lost in 2024
Appeared last year under CARLOS ANDRADE; not this year.
| Sponsor | To | Assets |
|---|---|---|
LOCAL 1102 RETIREMENT TRUSTNY · 131847329-001 | CITRIN COOPERMAN | $36M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES I.A.T.S.E. NATIONAL PENSION FUNDNY · 131849172-001 | $673M | 25,884 | $101,649 | 3y | - |
BOARD OF TRUSTEES OF SMW LU NO. 28 ANNUITY FUNDNY · 133073165-002 | $590M | 4,020 | $31,009 | 7y | - |
BOARD OF TRUSTEES OF LOCAL 272 LABOR MANAGEMENT PENSION FUNDNY · 135673836-001 | $499M | 12,698 | $17,363 | 6y | - |
RTX CORPORATIONCT · 060570975-038 | $48M | 1,577 | $20,088 | 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 (10)
Raw Schedule C names collapsed into CARLOS ANDRADE.
- CARLOS A MCCAIN
- CARLOS ANDRADE
- CARLOS CONTRERAS
- CARLOS COSTA JR.
- CARLOS CRUZ
- CARLOS GONZALES LAW OFFICE LLC
- CARLOS H UMANA
- CARLOS NAJARRO
- CARLOS RANGEL, CPA PC
- CARLOS UMANA
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 CARLOS ANDRADE'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 | 0 | 0.00% | 1.71% | -1.71 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 CARLOS ANDRADE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent