EPLAN ADVISORS, LLC
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-3 YoYRank #1439 of mapped providers
Assets under administration$52M0.0%Market share · rank #7858
Fees received$104,577Median $11,180/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 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 EPLAN ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where EPLAN ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (pension)Code 17 | 7 | $13,640 | |
Contract Administrator; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 13 | 1 | $6,868 |
Competitor overlap
Percent of EPLAN 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 EPLAN ADVISORS, LLC.
| Sponsor | From | Assets |
|---|---|---|
TDBBS LLCVA · 383898730-001 | (new plan) | $4M |
AUTISM BEHAVIOR THERAPIESVA · 871045807-001 | (new plan) | $726,394 |
ENCORE OILFIELD SERVICESTX · 510662514-001 | (new plan) | $0 |
Plans lost in 2024
Appeared last year under EPLAN ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
FIRSTLIGHT FIBER, INC.NY · 010656735-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $68M |
COMPRI CONSULTING, INC.CO · 841209929-001 | (new plan) | $4M |
CHAIRMANS FOODS, LLCTN · 821622006-001 | EPIC RETIREMENT PLAN SERVICES | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORRIS BART, LLCLA · 721227778-001 | $16M | 158 | $32,244 | 9y | 1 |
HOMESITE SERVICES, INC.CA · 371502322-001 | $9M | 404 | $20,098 | 10y | - |
CDM, INC.NJ · 222702871-002 | $9M | 330 | $6,868 | 4y | 1 |
BELLE CHASSE ACADEMY INC.LA · 721493224-001 | $9M | 280 | $3,153 | 10y | - |
PRICETRACE LLCTX · 264669947-001 | $5M | 88 | $13,969 | 4y | - |
TDBBS LLCVA · 383898730-001 | $4M | 125 | $13,640 | 6y | - |
AUTISM BEHAVIOR THERAPIESVA · 871045807-001 | $726,394 | 367 | $5,885 | 1y | - |
ENCORE OILFIELD SERVICESTX · 510662514-001 | $0 | 0 | $8,720 | 1y | 1 |
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 EPLAN ADVISORS, LLC.
- EPLAN ADVISORS
- EPLAN ADVISORS LLC
- EPLAN ADVISORS, INC.
- EPLAN ADVISORS, LLC
- EPLAN ADVISORS,LLC
- EPLAN SERVICE, INC.
- EPLAN SERVICES
- EPLAN SERVICES GROUP TRUST
- EPLAN SERVICES, INC
- EPLAN SERVICES, INC.
- EPLAN SERVICES, LLC
- FAST 401K INC DBA EPLAN SERVICES IN
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 EPLAN 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 | 1 | 12.50% | 7.76% | +4.74 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 12.50% | 1.71% | +10.79 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 12.50% | 1.76% | +10.74 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 EPLAN ADVISORS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent