ENCOMPASS MORE ASSET
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #3872 of mapped providers
Assets under administration$10.7B0.0%Market share · rank #1107
Fees received$16,258Median $8,129/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 ENCOMPASS MORE ASSET plan look like?
Service mix · median fees per plan
Count of plans where ENCOMPASS MORE ASSET ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 2 | $8,129 |
Competitor overlap
Percent of ENCOMPASS MORE ASSET'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 ENCOMPASS MORE ASSET.
| Sponsor | From | Assets |
|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $6.8B |
CACI INTERNATIONAL, INC.VA · 541345888-002 | GRANT THORNTON LLP | $3.9B |
Plans lost in 2024
Appeared last year under ENCOMPASS MORE ASSET; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | $6.8B | 86,655 | $6,000 | 1y | - |
CACI INTERNATIONAL, INC.VA · 541345888-002 | $3.9B | 33,177 | $10,258 | 1y | - |
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 (2)
Raw Schedule C names collapsed into ENCOMPASS MORE ASSET.
- ENCOMPASS MORE ASSET
- ENCOMPASS MORE ASSET MANAGEMENT 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 ENCOMPASS MORE ASSET'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 |