CONCURRENT INVESTMENT ADVISORS LLC
9 known aliases resolved via the canonical alias map
Market position · 2024
Plans served88+31 YoYRank #232 of mapped providers
Assets under administration$10.8B0.0%Market share · rank #1108
Fees received$3MMedian $27,693/planSum across Schedule C direct + indirect
Net wins YoY+2935 won · 6 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 CONCURRENT INVESTMENT ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where CONCURRENT INVESTMENT ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 75 | $28,333 | |
Consulting (general); Investment advisory (plan)Code 16 | 5 | $29,400 | |
Investment management; Investment management fees paid directly by planCode 28 | 4 | $23,125 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Direct payment from the planCode 15 | 1 | $8,748 | |
Investment advisory (participants); Insurance agents and brokers; Insurance servicesCode 22 | 1 | $31,651 | |
Investment advisory (participants)Code 26 | 1 | $27,053 | |
Other feesCode 99 | 1 | $21,499 |
Competitor overlap
Percent of CONCURRENT INVESTMENT ADVISORS LLC'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 CONCURRENT INVESTMENT ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
WVU HEALTH SYSTEMWV · 550754713-001 | RAYMOND JAMES FINANCIAL SERVICES | $1.8B |
AUTOLIV ASP, INCUT · 363640053-036 | RAYMOND JAMES FINANCIAL SERVICES | $687M |
PIH HEALTH, INCCA · 953619388-002 | RAYMOND JAMES FINANCIAL SERVICES | $423M |
WVU HEALTH SYSTEMWV · 550492006-004 | RAYMOND JAMES FINANCIAL SERVICES | $392M |
WVU HEALTH SYSTEMWV · 550492006-003 | RAYMOND JAMES FINANCIAL SERVICES | $328M |
WVU HEALTH SYSTEMWV · 550754713-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $255M |
PIH HEALTH GOOD SAMARITAN HOSPITALCA · 951656366-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $235M |
PIH HEALTHCA · 953619388-006 | FIDELITY INVESTMENTS INSTITUTIONAL | $194M |
NATIONAL OPINION RESEARCH CENTERIL · 362167808-004 | TIAA | $175M |
THE J. DAVID GLADSTONE INSTITUTESCA · 237203666-001 | TIAA | $104M |
Plans lost in 2024
Appeared last year under CONCURRENT INVESTMENT ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN AXLE & MANUFACTURING, INC.MI · 383138388-005 | STIFEL NICOLAUS & CO INC | $633M |
AMERICAN AXLE & MANUFACTURING, INC.MI · 383138388-004 | STIFEL NICOLAUS & CO INC | $245M |
RURAL COMMUNITY ASSISTANCE CORPORATIONCA · 942512284-001 | TIAA | $27M |
HAROLD A. STEUBER ENTERPRISES INC.CA · 942294219-001 | AMERICAN UNITED LIFE INSURANCE CO | $15M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WVU HEALTH SYSTEMWV · 550754713-001 | $1.8B | 39,825 | $52,500 | 1y | 1 |
EXPERIAN, INC.CA · 311343192-001 | $1.7B | 8,781 | $70,000 | 2y | 1 |
AUTOLIV ASP, INCUT · 363640053-036 | $687M | 5,509 | $75,000 | 1y | 1 |
FRESENIUS KABI USA, LLCIL · 300431740-001 | $560M | 5,347 | $90,000 | 2y | 1 |
PIH HEALTH, INCCA · 953619388-002 | $423M | 9,150 | $22,813 | 1y | 2 |
WVU HEALTH SYSTEMWV · 550492006-004 | $392M | 2,870 | $36,225 | 1y | - |
WVU HEALTH SYSTEMWV · 550492006-003 | $328M | 2,694 | $29,400 | 1y | 1 |
ILITCH HOLDINGS, INC.MI · 383357937-002 | $307M | 5,736 | $45,000 | 2y | 2 |
TKC HOLDINGS, INC.MO · 812608849-001 | $282M | 5,562 | $42,641 | 2y | 1 |
WVU HEALTH SYSTEMWV · 550754713-002 | $255M | 5,415 | $13,125 | 1y | - |
Flag exposure
83.0%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 (9)
Raw Schedule C names collapsed into CONCURRENT INVESTMENT ADVISORS LLC.
- CONCURRENT ADVISORS
- CONCURRENT INVESTEMENT ADVISORS
- CONCURRENT INVESTMENT
- CONCURRENT INVESTMENT ADVISORS
- CONCURRENT INVESTMENT ADVISORS LLC
- CONCURRENT INVESTMENT ADVISORS, LCC
- CONCURRENT INVESTMENT ADVISORS, LL
- CONCURRENT INVESTMENT ADVISORS, LLC
- CONCURRENT INVESTMENT ADVISORS,LLC
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 CONCURRENT INVESTMENT ADVISORS LLC'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 | 23 | 26.14% | 1.71% | +24.42 pp |
| Failed to provide benefit | 4 | 4.55% | 0.14% | +4.41 pp |
| Corrective distributions | 20 | 22.73% | 1.76% | +20.97 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 CONCURRENT INVESTMENT ADVISORS LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).