SHERIDAN ROAD ADVISORS LLC
69 known aliases resolved via the canonical alias map
Market position · 2024
Plans served86Rank #235 of mapped providers
Assets under administration$10.2B0.0%Market share · rank #1144
Fees received$4MMedian $16,939/planSum across Schedule C direct + indirect
Net wins YoY-228 won · 30 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 SHERIDAN ROAD ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where SHERIDAN ROAD ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 42 | $17,280 | |
Participant loan processing; Consulting fees; Contract Administrator; Other fees; Direct payment from the plan; Consulting (pension)Code 13 | 12 | $11,594 | |
Consulting (general); Direct payment from the plan; Investment advisory (plan)Code 16 | 7 | $26,250 | |
Direct payment from the plan; ActuarialCode 11 | 6 | $30,098 | |
Other feesCode 99 | 6 | $14,916 | |
Investment advisory (plan); Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 5 | $56,665 | |
Investment managementCode 28 | 2 | $64,609 | |
Other insurance fees and expensesCode 73 | 2 | $8,957 |
Competitor overlap
Percent of SHERIDAN ROAD 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 SHERIDAN ROAD ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
VALLEY CHILDREN'S HOSPITALCA · 941294954-002 | TRUCKER HUSS | $612M |
RADIOLOGY PARTNERS INCTX · 461413340-001 | LOCKTON INVESTMENT ADVISORS, LLC | $412M |
PHYSICANS MUTUAL INSURANCE COMPANY PHYSICIANS LIFE INSURANCE COMPANYNE · 470270450-002 | THE VANGUARD GROUP, INC. | $269M |
CRESCENT HOTELS & RESORTS LLCVA · 450471621-001 | T ROWE PRICE RPS INC | $102M |
UNION OF CONCERNED SCIENTISTS, INC.MA · 042535767-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $68M |
BUILDERTREND SOLUTIONS, INC.NE · 205132639-001 | BENEFIT PLANS ADMIN SERVICES, INC. | $52M |
E2 CONSULTING ENGINEERS, INC.CO · 943061417-001 | GLOBAL RETIREMENT PARTNERS LLC | $42M |
MAINE CENTER FOR CANCER MEDICINE & BLOOD DISORDERS, P.A. D/BME · 010357684-001 | MARCUM LLP | $42M |
J.C. CANNISTRARO, LLC.MA · 042313282-002 | GLOBAL RETIREMENT PARTNERS LLC | $33M |
MILL CREEK LUMBER & SUPPLY CO.OK · 730541869-002 | TCG GROUP HOLDINGS, LLP | $32M |
Plans lost in 2024
Appeared last year under SHERIDAN ROAD ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
FIRST NATIONAL BANK OF OMAHANE · 470259043-001 | AON CONSULTING | $294M |
ORTHOMIDWEST, PLLCIL · 362691111-002 | PRINCIPAL LIFE INSURANCE COMPANY | $164M |
CLEARWAY ENERGY GROUP LLCCA · 371820831-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $123M |
U.S. TSUBAKI HOLDINGS, INC.IL · 362721807-002 | GLOBAL RETIREMENT PARTNERS LLC | $104M |
ORTHOPEDIC CENTERS OF COLORADO, LLCCO · 475021191-001 | GLOBAL RETIREMENT PARTNERS LLC | $80M |
GRANITE GROUP WHOLESALERS, LLCNH · 020495286-001 | RPW SOLUTIONS LLC | $61M |
BELMONT CAPITAL LLCMA · 271144301-001 | GLOBAL RETIREMENT PARTNERS LLC | $31M |
ALPINE LUMBER COMPANYCO · 840526356-002 | LPL FINANCIAL | $26M |
THE DODGE COMPANY, INC.MA · 041250520-004 | GLOBAL RETIREMENT PARTNERS LLC | $25M |
HYDE ENGINEERING + CONSULTING, INC.CO · 841242928-001 | EIDE BAILLY LLP | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $1M | 6y | - |
VALLEY CHILDREN'S HOSPITALCA · 941294954-002 | $612M | 5,203 | $16,474 | 1y | - |
ONEONCOLOGY, LLCTN · 823416811-001 | $585M | 9,556 | $382,396 | 2y | 1 |
RADIOLOGY PARTNERS INCTX · 461413340-001 | $412M | 7,123 | $6,171 | 1y | 2 |
NEBRASKA FURNITURE MART, INC.NE · 470428274-002 | $400M | 5,995 | $34,500 | 3y | - |
MADISON GAS AND ELECTRIC COMPANYWI · 390444025-002 | $279M | 591 | $10,878 | 10y | - |
PHYSICANS MUTUAL INSURANCE COMPANY PHYSICIANS LIFE INSURANCE COMPANYNE · 470270450-002 | $269M | 1,562 | $16,250 | 1y | - |
MADISON GAS AND ELECTRIC COMPANYWI · 390444025-001 | $182M | 444 | $7,036 | 10y | - |
BOILERMAKERS LODGE 154 RETIREMENT PLANMN · 251340130-001 | $157M | 7,035 | $16,000 | 3y | - |
DUNLAP & KYLE CO., INC.MS · 640349856-001 | $133M | 2,124 | $7,500 | 9y | 1 |
Flag exposure
82.6%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 (69)
Raw Schedule C names collapsed into SHERIDAN ROAD ADVISORS LLC.
- HUB
- HUB INTERNATIONAL
- HUB INTERNATIONAL - MS
- HUB INTERNATIONAL ADVISORS
- HUB INTERNATIONAL GREAT PLAINS
- HUB INTERNATIONAL GULF SOUTH
- HUB INTERNATIONAL GULF SOUTH LIMITE
- HUB INTERNATIONAL GULF SOUTH LTD
- HUB INTERNATIONAL GULF SOUTH LTD.
- HUB INTERNATIONAL INS SVCS
- HUB INTERNATIONAL INS SVCS INC
- HUB INTERNATIONAL INSURANCE SERVICE
- HUB INTERNATIONAL INV ADV SERV
- HUB INTERNATIONAL INV ADV SERVS INC
- HUB INTERNATIONAL INV SVCS INC.
- HUB INTERNATIONAL INVESTMENT
- HUB INTERNATIONAL INVESTMENT AD
- HUB INTERNATIONAL INVESTMENT ADV
- HUB INTERNATIONAL INVESTMENT ADV SV
- HUB INTERNATIONAL INVESTMENT ADVISO
- HUB INTERNATIONAL INVESTMENT SERVIC
- HUB INTERNATIONAL LIMITED
- HUB INTERNATIONAL MID-AMERICA
- HUB INTERNATIONAL MID-ATLANTIC, INC
- HUB INTERNATIONAL MIDWEST
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 SHERIDAN ROAD 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 | 4.65% | 7.76% | -3.11 pp |
| Fidelity bond gap | 5 | 5.81% | 26.94% | -21.13 pp |
| Late contributions | 21 | 24.42% | 1.71% | +22.71 pp |
| Failed to provide benefit | 1 | 1.16% | 0.14% | +1.02 pp |
| Corrective distributions | 15 | 17.44% | 1.76% | +15.68 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 SHERIDAN ROAD 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).