GREENSPRING ADVISORS, LLC
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served65Rank #302 of mapped providers
Assets under administration$4.2B0.0%Market share · rank #2096
Fees received$2MMedian $33,924/planSum across Schedule C direct + indirect
Net wins YoY+05 won · 5 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 GREENSPRING ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where GREENSPRING ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 28 | $35,034 | |
Other fees; Investment advisory (plan)Code 27 | 24 | $32,559 | |
Insurance brokerage commissions and fees; Consulting (general)Code 16 | 3 | $12,500 | |
Investment advisory (plan); Direct payment from the plan; Other fees; Investment advisory (participants); Investment management fees paid directly by planCode 26 | 3 | $28,166 | |
Shareholder servicing fees; Investment managementCode 28 | 3 | $49,632 | |
Other feesCode 99 | 3 | $40,600 | |
Consulting (pension); Investment advisory (plan)Code 17 | 1 | $62,500 |
Competitor overlap
Percent of GREENSPRING ADVISORS, 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 GREENSPRING ADVISORS, LLC.
| Sponsor | From | Assets |
|---|---|---|
TACONIC BIOSCIENCES, INC.NY · 141381104-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $86M |
CARNEGIE INSTITUTION OF WASHINGTONDC · 530196523-002 | TIAA | $71M |
THE ARMY DISTAFF FOUNDATION, INC.DC · 530246852-001 | NATIONWIDE | $11M |
HOUSE OF RUTH MARYLAND, INC.MD · 521100236-001 | VOYA RETIREMENT INSURANCE & ANNUITY | $10M |
Plans lost in 2024
Appeared last year under GREENSPRING ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | MERRILL LYNCH PIERCE FENNER & SMITH | $891M |
BRAZEN TECHNOLOGIES, INC.NY · 743238173-001 | (new plan) | $4M |
KOLMAC ACQUISITION, LLCMD · 831409744-001 | ASCENSUS LLC | $3M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AARPDC · 951985500-001 | $1.6B | 5,813 | $106,429 | 5y | - |
WILLIAMS SCOTSMAN, INC.AZ · 520665775-002 | $285M | 5,493 | $15,000 | 8y | 1 |
CARNEGIE INSTITUTION OF WASHINGTONDC · 530196523-001 | $242M | 1,207 | $76,078 | 7y | - |
FINTHRIVETX · 474470095-001 | $184M | 2,346 | $49,632 | 7y | 1 |
DS SMITH NORTH AMERICAGA · 311042663-005 | $124M | 2,159 | $40,600 | 5y | 1 |
PRGX USA, INC.GA · 581917267-001 | $96M | 604 | $74,311 | 3y | - |
TACONIC BIOSCIENCES, INC.NY · 141381104-001 | $86M | 762 | $12,500 | 1y | - |
SAVISTA, LLCGA · 844304977-001 | $81M | 1,988 | $42,240 | 4y | - |
MORRIS & RITCHIE ASSOCIATES, INC.MD · 521154966-001 | $71M | 1,168 | $41,216 | 3y | 1 |
FIRST HOME MORTGAGE CORPORATIONMD · 521696740-001 | $67M | 518 | $31,500 | 5y | - |
Flag exposure
83.1%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 (18)
Raw Schedule C names collapsed into GREENSPRING ADVISORS, LLC.
- GREENSPRING
- GREENSPRING ADVISORS
- GREENSPRING ADVISORS LLC
- GREENSPRING ADVISORS, LL
- GREENSPRING ADVISORS, LLC
- GREENSPRING ADVISORS, LLC MANAGEMEN
- GREENSPRING ADVISORS, LLC.
- GREENSPRING ADVISORS,LLC
- GREENSPRING ASSOCIATES
- GREENSPRING WEALTH
- GREENSPRING WEALTH MANAG
- GREENSPRING WEALTH MANAGEMENT
- GREENSPRING WEALTH MANAGEMENT INC
- GREENSPRING WEALTH MANAGEMENT INC.
- GREENSPRING WEALTH MANAGEMENT, INC
- GREENSPRING WEALTH MANAGEMENT, INC.
- GREENSPRING WEALTH MGMT
- GREENSPRING WEALTH MGMT.
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 GREENSPRING ADVISORS, 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 | 4 | 6.15% | 7.76% | -1.61 pp |
| Fidelity bond gap | 1 | 1.54% | 26.94% | -25.40 pp |
| Late contributions | 16 | 24.62% | 1.71% | +22.90 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 28 | 43.08% | 1.76% | +41.32 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 GREENSPRING ADVISORS, 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
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).