FIDUCIARYFIRST LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2032 of mapped providers
Assets under administration$210M0.0%Market share · rank #6208
Fees received$371,130Median $66,836/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 FIDUCIARYFIRST LLC plan look like?
Service mix · median fees per plan
Count of plans where FIDUCIARYFIRST LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 4 | $78,247 | |
Other feesCode 99 | 1 | $66,836 |
Competitor overlap
Percent of FIDUCIARYFIRST 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 FIDUCIARYFIRST LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FIDUCIARYFIRST LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRIPP SCOTT, P.A.FL · 592624630-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $44M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
RAYONIER INC.FL · 132607329-100 | $123M | 513 | $96,597 | 9y | 1 |
RIPLEY ENTERTAINMENT, INC.FL · 980111791-001 | $39M | 355 | $104,972 | 7y | - |
FLORIDA ASSOCIATION OF COURT CLERKSFL · 591227589-251 | $22M | 169 | $59,897 | 8y | - |
RIPLEY ENTERTAINMENT, INC.FL · 980111791-002 | $16M | 818 | $42,828 | 7y | 1 |
BLUROC, LLCMS · 300993948-001 | $10M | 271 | $66,836 | 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 (3)
Raw Schedule C names collapsed into FIDUCIARYFIRST LLC.
- FIDUCIARYFIRST
- FIDUCIARYFIRST LLC
- FIDUCIARYFIRST, 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 FIDUCIARYFIRST 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 20.00% | 1.76% | +18.24 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 FIDUCIARYFIRST 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