FIRST SECURITY BANK
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+4 YoYRank #1283 of mapped providers
Assets under administration$503M0.0%Market share · rank #5032
Fees received$354,295Median $30,451/planSum across Schedule C direct + indirect
Net wins YoY+44 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 FIRST SECURITY BANK plan look like?
Service mix · median fees per plan
Count of plans where FIRST SECURITY BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other fees; Direct payment from the planCode 27 | 5 | $35,000 | |
Consulting (general); Insurance services; Insurance brokerage commissions and feesCode 16 | 2 | $33,993 | |
Consulting fees; Participant loan processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Direct payment from the plan; Consulting (pension); Copying and duplicating; Recordkeeping fees; Shareholder servicing feesCode 15 | 1 | $32,956 | |
Investment advisory (participants)Code 26 | 1 | $18,144 | |
Other feesCode 99 | 1 | $19,656 |
Competitor overlap
Percent of FIRST SECURITY BANK'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 FIRST SECURITY BANK.
| Sponsor | From | Assets |
|---|---|---|
REPLACEMENT PARTS, INC.AR · 710681030-003 | INTRUST BANK, N.A. | $39M |
EVERETT GROUP LLCAR · 205693520-001 | INTRUST BANK, N.A. | $20M |
BALDWIN & SHELL CONSTRUCTION CO.AR · 710286511-001 | INTRUST BANK, N.A. | $13M |
BSR TRUST, LLCAR · 262524399-001 | MERRILL LYNCH PIERCE FENNER & SMITH | $9M |
Plans lost in 2024
Appeared last year under FIRST SECURITY BANK; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST POWER POOL, INC.AR · 710748158-002 | $225M | 978 | $35,000 | 10y | - |
UNITY HEALTHAR · 710772737-001 | $75M | 2,880 | $40,040 | 3y | - |
CENTRAL STATES, INC.AR · 384304274-001 | $52M | 1,372 | $112,100 | 2y | 2 |
UNITY HEALTHAR · 710772737-002 | $50M | 1,609 | $27,946 | 3y | - |
REPLACEMENT PARTS, INC.AR · 710681030-003 | $39M | 1,620 | $9,977 | 1y | 1 |
EVERETT GROUP LLCAR · 205693520-001 | $20M | 366 | $32,956 | 1y | - |
MITCHELL WILLIAMS SELIG GATES & WOODYARD PLLCAR · 710261429-001 | $15M | 188 | $36,108 | 6y | - |
BALDWIN & SHELL CONSTRUCTION CO.AR · 710286511-001 | $13M | 336 | $22,368 | 1y | - |
BSR TRUST, LLCAR · 262524399-001 | $9M | 374 | $18,144 | 1y | - |
EMPOWER HEALTHCARE SOLUTIONS, LLCAR · 821454637-001 | $6M | 451 | $19,656 | 3y | 1 |
Flag exposure
70.0%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 (5)
Raw Schedule C names collapsed into FIRST SECURITY BANK.
- FIRST SECURITY
- FIRST SECURITY BANK
- FIRST SECURITY BANK DBA C/O TRUST A
- FIRST SECURITY BANK TRUST 0
- FIRST SECURITY BANK, 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 FIRST SECURITY BANK'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 | 2 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 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 FIRST SECURITY BANK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).