FIDUCIARY INVESTMENT ADVISORS
108 known aliases resolved via the canonical alias map
Market position · 2024
Plans served92-12 YoYRank #203 of mapped providers
Assets under administration$18.0B0.0%Market share · rank #703
Fees received$4MMedian $24,372/planSum across Schedule C direct + indirect
Net wins YoY-820 won · 28 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 FIDUCIARY INVESTMENT ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where FIDUCIARY INVESTMENT ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 31 | $27,522 | |
Other feesCode 99 | 15 | $9,360 | |
Investment management; Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by planCode 26 | 9 | $25,000 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 9 | $44,000 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant loan processingCode 15 | 8 | $19,473 | |
Investment advisory (plan); Consulting (general)Code 16 | 7 | $24,681 | |
Custodial (other than securities); Contract Administrator; Participant loan processing; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communicationCode 13 | 6 | $12,665 | |
Investment management fees paid directly by planCode 51 | 3 | $131,381 |
Competitor overlap
Percent of FIDUCIARY INVESTMENT ADVISORS'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 FIDUCIARY INVESTMENT ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-001 | T ROWE PRICE RPS INC | $1.8B |
PAYCHEX RETIREMENT LLCNY · 853275179-001 | ROVIN CAPITAL | $1.8B |
US ELECTRICAL SERVICES, INC.CT · 060864003-001 | COHN REZNICK LLP | $157M |
WELCH FOODS INC., A COOPERATIVEMA · 160998906-007 | FIDUCIENT ADVISORS LLC | $125M |
THE HARKER SCHOOLCA · 941613808-001 | NFP RETIREMENT INC | $71M |
TIREHUB, LLCGA · 823275618-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $65M |
ROTHWELL, FIGG, ERNST & MANBECK, P.C.DC · 521101097-002 | DEFINITI LLC | $64M |
GORDON SALES, INC.LA · 720785239-002 | (new plan) | $54M |
BOARD OF TRUSTEES OF THE SOUTHERN CALIFORNIACA · 956835541-002 | ULLICO | $38M |
HAZARD CONSTRUCTION COMPANYCA · 330807734-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $27M |
Plans lost in 2024
Appeared last year under FIDUCIARY INVESTMENT ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | JPMORGAN INVEST HOLDINGS LLC | $3.7B |
MILFORD REGIONAL MEDICAL CENTERMA · 042103602-001 | GLOBAL RETIREMENT PARTNERS LLC | $234M |
COMPUTER SERVICES, INC.KY · 610649699-001 | CREATIVE PLANNING LLC | $229M |
WENTWORTH INSTITUTE OF TECHNOLOGY, INC.MA · 041958460-002 | FIDUCIENT ADVISORS LLC | $201M |
NORTON HEALTHCARE, INC.KY · 611028725-001 | FIDUCIENT ADVISORS LLC | $171M |
BIG 'I' RETIREMENT SERVICES LLCVA · 463043065-001 | FIDUCIENT ADVISORS LLC | $130M |
NEW ENGLAND INSTITUTE OF TECHNOLOGYRI · 050312747-001 | FIDUCIENT ADVISORS LLC | $81M |
TRUSTEES OF THE COLLEGE OF THE HOLY CROSSMA · 042103558-002 | FIDUCIENT ADVISORS LLC | $77M |
KENT SCHOOL CORPORATIONCT · 060646687-004 | FIDUCIENT ADVISORS LLC | $62M |
BEIERSDORF, INC.CT · 132762485-001 | FIDUCIENT ADVISORS LLC | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SAMSUNG ELECTRONICS AMERICA, INC.NJ · 132951153-001 | $3.1B | 20,495 | $19,572 | 9y | 2 |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | $3.0B | 8,907 | $415,915 | 2y | - |
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-001 | $1.8B | 8,492 | $48,000 | 1y | - |
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $16,071 | 1y | 2 |
HEARTLAND DENTAL, LLCIL · 010854205-001 | $1.1B | 27,923 | $132,500 | 2y | 1 |
ESTEE LAUDER, INC.NY · 131871348-001 | $949M | 18,663 | $57,298 | 5y | - |
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLANVA · 540506055-001 | $568M | 4,218 | $281,966 | 8y | - |
BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152NJ · 236209656-001 | $530M | 9,885 | $80,974 | 10y | - |
TRINITY COLLEGECT · 060646927-001 | $381M | 1,839 | $45,000 | 6y | - |
ARXADA, LLCNJ · 135665861-003 | $376M | 2,331 | $189,805 | 4y | - |
Flag exposure
82.6%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 (108)
Raw Schedule C names collapsed into FIDUCIARY INVESTMENT ADVISORS.
- FIA FIDUCIARY INVESTMENT ADVISORS
- FICUCIARY INVESTMENT ADV
- FIDICUARY INVESTMENT ADVISORS
- FIDICUARY INVESTMENT ADVISORS LLC
- FIDUCIARY
- FIDUCIARY , INC. OF MILWAUKEE
- FIDUCIARY ADVISOR
- FIDUCIARY ADVISORS
- FIDUCIARY ADVISORS INC
- FIDUCIARY ADVISORS INC.
- FIDUCIARY ADVISORS LLC
- FIDUCIARY ADVISORS, INC
- FIDUCIARY ADVISORS, INC.
- FIDUCIARY ADVISORS, LLC
- FIDUCIARY ADVISORS, LTD
- FIDUCIARY ASSET MANAGEMENT LLC
- FIDUCIARY ASSOCIATES, LLC
- FIDUCIARY BENEFITS
- FIDUCIARY BENEFITS GROUP INC
- FIDUCIARY BENEFITS GROUP INC.
- FIDUCIARY BENEFITS GROUP, INC.
- FIDUCIARY CONSULTANTS
- FIDUCIARY CONSULTANTS INC
- FIDUCIARY CONSULTANTS, INC
- FIDUCIARY CONSULTANTS, INC.
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 FIDUCIARY INVESTMENT ADVISORS'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 | 5 | 5.43% | 7.76% | -2.33 pp |
| Fidelity bond gap | 2 | 2.17% | 26.94% | -24.77 pp |
| Late contributions | 14 | 15.22% | 1.71% | +13.50 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 18 | 19.57% | 1.76% | +17.81 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 FIDUCIARY INVESTMENT ADVISORS. 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).