EMERALD FUNDS
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3245 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2885
Fees received$258,843Median $93,417/planSum across Schedule C direct + indirect
Net wins YoY+00 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 EMERALD FUNDS plan look like?
Service mix · median fees per plan
Count of plans where EMERALD FUNDS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 2 | $93,830 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $71,183 |
Competitor overlap
Percent of EMERALD FUNDS'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 EMERALD FUNDS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under EMERALD FUNDS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SHANDS TEACHING HOSPITAL AND CLINICS, INC.FL · 591943502-004 | $958M | 7,075 | $94,243 | 8y | - |
UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FPA · 236396097-001 | $872M | 29,592 | $71,183 | 10y | - |
INTEGRIS HEALTH, INC.OK · 731192764-001 | $423M | 5,696 | $93,417 | 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 (11)
Raw Schedule C names collapsed into EMERALD FUNDS.
- EMERALD ADVISERS
- EMERALD ADVISERS INC
- EMERALD ADVISERS INC.
- EMERALD ADVISERS, INC.
- EMERALD ADVISERS, LLC
- EMERALD ADVISERS,LLC
- EMERALD ADVISORS
- EMERALD BANKING & FINANCE A
- EMERALD FRWD BANKING & FINANCE A
- EMERALD FRWD BKG AND FIN A
- EMERALD FUNDS
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 EMERALD FUNDS'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 EMERALD FUNDS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent