FLEXPATH STRATEGIES, LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served48+1 YoYRank #357 of mapped providers
Assets under administration$3.3B0.0%Market share · rank #2361
Fees received$981,062Median $11,662/planSum across Schedule C direct + indirect
Net wins YoY+29 won · 7 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 FLEXPATH STRATEGIES, LLC plan look like?
Service mix · median fees per plan
Count of plans where FLEXPATH STRATEGIES, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan)Code 27 | 18 | $13,030 | |
Other feesCode 99 | 14 | $3,118 | |
Investment advisory (participants); Direct payment from the plan; Investment advisory (plan)Code 26 | 6 | $11,179 | |
Investment management; Direct payment from the planCode 28 | 6 | $36,907 | |
Consulting (general); Named fiduciary; Investment advisory (plan)Code 16 | 2 | $23,446 | |
Contract AdministratorCode 13 | 1 | $41,189 | |
Plan AdministratorCode 14 | 1 | $11,391 |
Competitor overlap
Percent of FLEXPATH STRATEGIES, 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 FLEXPATH STRATEGIES, LLC.
| Sponsor | From | Assets |
|---|---|---|
SOCIETY OF ACTUARIES RESEARCH INSTITUTEIL · 362136422-003 | TIAA | $67M |
PLAN PROFESSIONALS, LLCNJ · 853213245-305 | KESTRA INVESTMENT SERVICES LLC | $46M |
WARREN WILSON COLLEGE, INC.NC · 560767736-003 | AMERICAN FUNDS | $42M |
MINNEAPOLIS COLLEGE OF ART AND DESIGNMN · 411607453-002 | NFP RETIREMENT INC | $30M |
VALLEYSTAR CREDIT UNIONVA · 546040482-001 | MINNESOTA LIFE INSURANCE COMPANY | $16M |
SPARTAN METHODIST COLLEGESC · 570314415-001 | AMERICAN FUNDS | $14M |
MEDZED, LLCGA · 475386891-001 | (new plan) | $3M |
SPENCER CONSTRUCTION, LLCAZ · 824089972-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under FLEXPATH STRATEGIES, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFEDC · 521844823-001 | D'AMICO WAWRIN & COMPANY CPAS, LLC | $102M |
UNIVERSITY PEDIATRICIANSMI · 383336414-002 | TIAA | $97M |
PUBLIC POLICY INSTITUTE OF CALIFORNIACA · 943207299-001 | NFP RETIREMENT INC | $47M |
LYCEE FRANCAIS DE SAN FRANCISCOCA · 941660059-001 | NFP RETIREMENT INC | $30M |
THE STONY BROOK SCHOOLNY · 116112414-003 | NFP RETIREMENT INC | $24M |
SAINT PAUL'S SCHOOL, INC.FL · 591220745-001 | TIAA | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ITHACA COLLEGENY · 150532204-001 | $635M | 3,750 | $132,025 | 4y | - |
DUQUESNE UNIVERSITY OF THE HOLY SPIRITPA · 251035663-001 | $488M | 3,902 | $81,232 | 3y | 1 |
PENTEGRA SERVICES, INCNY · 133745616-006 | $192M | 9,376 | $6,309 | 2y | 1 |
NORWICH UNIVERSITYVT · 030179424-001 | $176M | 1,875 | $44,318 | 2y | - |
ABILENE CHRISTIAN UNIVERSITYTX · 750851900-002 | $164M | 1,890 | $103,484 | 4y | 1 |
FEDERATION OF AMERICAN SOCIETIES FOR EXPERIMENTAL BIOLOGYMD · 520700497-001 | $144M | 906 | $23,454 | 4y | - |
WILMINGTON UNIVERSITY, INC.DE · 510107088-001 | $118M | 2,381 | $60,305 | 4y | - |
PRINCETON DAY SCHOOLNJ · 210727645-001 | $112M | 632 | $40,405 | 3y | - |
CHARLES E. SMITH JEWISH DAY SCHOOLMD · 520961920-001 | $96M | 591 | $26,623 | 2y | - |
THE PEDDIE SCHOOLNJ · 210634492-001 | $88M | 538 | $27,858 | 2y | - |
Flag exposure
70.8%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 FLEXPATH STRATEGIES, LLC.
- FLEXPATH STRATEGIES
- FLEXPATH STRATEGIES LLC
- FLEXPATH STRATEGIES, 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 FLEXPATH STRATEGIES, 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 | 2 | 4.17% | 26.94% | -22.77 pp |
| Late contributions | 13 | 27.08% | 1.71% | +25.37 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 4.17% | 1.76% | +2.41 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 FLEXPATH STRATEGIES, LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent