GOLDEN STATE EQUITY PARTNERS L
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2-1 YoYRank #3849 of mapped providers
Assets under administration$5.8B0.0%Market share · rank #1718
Fees received$29,228Median $14,614/planSum across Schedule C direct + indirect
Net wins YoY-10 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 GOLDEN STATE EQUITY PARTNERS L plan look like?
Service mix · median fees per plan
Count of plans where GOLDEN STATE EQUITY PARTNERS L ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $12,438 | |
Securities brokerage commissions and feesCode 71 | 1 | $16,790 |
Competitor overlap
Percent of GOLDEN STATE EQUITY PARTNERS L'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 GOLDEN STATE EQUITY PARTNERS L.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GOLDEN STATE EQUITY PARTNERS L; not this year.
| Sponsor | To | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | FINANCIAL ENGINES | $19.8B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTUIT INC.CA · 770034661-001 | $3.7B | 35,542 | $12,438 | 4y | 1 |
CADENCE DESIGN SYSTEMS INCCA · 770148231-001 | $2.1B | 5,961 | $16,790 | 4y | 2 |
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 (2)
Raw Schedule C names collapsed into GOLDEN STATE EQUITY PARTNERS L.
- GOLDEN STATE EQUITY PARTNERS
- GOLDEN STATE EQUITY PARTNERS L
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 GOLDEN STATE EQUITY PARTNERS L'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 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 100.00% | 1.76% | +98.24 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 GOLDEN STATE EQUITY PARTNERS L. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent