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GIBSON CAPITAL, LLC

9 known aliases resolved via the canonical alias map

Market position · 2024

Plans served5Rank #2093 of mapped providers
Assets under administration$16.8B0.0%Market share · rank #788
Fees received$145,256Median $15,673/planSum across Schedule C direct + indirect
Net wins YoY+01 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 GIBSON CAPITAL, LLC plan look like?
Service mix · median fees per plan
Count of plans where GIBSON CAPITAL, LLC ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Investment management fees paid directly by plan; Investment advisory (participants); Investment managementCode 26
3$38,710
Legal; Direct payment from the planCode 29
2$9,461
Competitor overlap
Percent of GIBSON CAPITAL, 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 GIBSON CAPITAL, LLC.
SponsorFromAssets
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004
MAYER HOFFMAN MCCANN P.C.$11.7B
Plans lost in 2024
Appeared last year under GIBSON CAPITAL, LLC; not this year.
SponsorToAssets
FARMERS GROUP, INC.CA · 950725935-001
WILLIS TOWERS WATSON US LLC$2.6B
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004
$11.7B152,118$6,2132y1
FARMERS GROUP, INC.CA · 950725935-002
$5.0B28,962$12,70810y-
NORTHWEST ORTHOPAEDIC SPECIALIST, P .S.WA · 911502837-004
$76M419$15,6738y-
TCW ADMIN, INC.TN · 472418521-001
$20M722$71,9528y1
PLANNED PARENTHOOD OF NORTHERN NEW ENGLANDVT · 030222941-001
$14M389$38,71010y-
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 (9)
Raw Schedule C names collapsed into GIBSON CAPITAL, LLC.
  • GIBSON CAPITAL
  • GIBSON CAPITAL, LLC
  • GIBSON DUNN & CRUTCHER LLP
  • GIBSON DUNN CRUTCHER
  • GIBSON GROUP
  • GIBSON RUDDOCK PATTERSON LLC
  • GIBSON, DUNN & CRUTCHER LLP
  • GIBSON, DUNN, & CRUTCHER, LLP
  • R. GIBSON/B. GIBSON
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 GIBSON CAPITAL, LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap00.00%26.94%-26.94 pp
Late contributions00.00%1.71%-1.71 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions240.00%1.76%+38.24 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with GIBSON CAPITAL, 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
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