ERISA ADVISORY GROUP
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2+1 YoYRank #3014 of mapped providers
Assets under administration$1.4B0.0%Market share · rank #1574
Fees received$28,615Median $14,308/planSum across Schedule C direct + indirect
Net wins YoY+23 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 ERISA ADVISORY GROUP plan look like?
Service mix · median fees per plan
Count of plans where ERISA ADVISORY GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Consulting (general)Code 16 | 1 | $17,375 | |
Legal; Direct payment from the planCode 29 | 1 | $11,240 |
Competitor overlap
Percent of ERISA ADVISORY GROUP'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 ERISA ADVISORY GROUP.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | WALTER SCOTT & PARTNERS LIMITED | $5.2B |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | GILBERT & SACKMAN | $1.4B |
ALLIED INDUSTRIES PENSION FUND LOCAL 427NY · 226195465-001 | COHEN & STEERS | $27M |
Plans lost in 2024
Appeared last year under ERISA ADVISORY GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
GENENTECH, INC.CA · 942347624-003 | MERCER | $12.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $17,375 | 1y | - |
ALLIED INDUSTRIES PENSION FUND LOCAL 427NY · 226195465-001 | $27M | 459 | $11,240 | 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 ERISA ADVISORY GROUP.
- ERISA ADVISORY GROUP
- THE ERISA ADVISORY GROUP
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 ERISA ADVISORY GROUP'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 ERISA ADVISORY GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent