LEVEL FOUR ADVISORY SERVICES
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+2 YoYRank #1338 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3686
Fees received$280,685Median $14,404/planSum across Schedule C direct + indirect
Net wins YoY+24 won · 2 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 LEVEL FOUR ADVISORY SERVICES plan look like?
Service mix · median fees per plan
Count of plans where LEVEL FOUR ADVISORY SERVICES ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment management fees paid directly by plan; Direct payment from the planCode 27 | 7 | $11,029 | |
Direct payment from the plan; Other services; Consulting (pension); Recordkeeping fees; Other fees; Consulting fees; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $2,990 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 1 | $68,739 | |
Investment managementCode 28 | 1 | $77,000 |
Competitor overlap
Percent of LEVEL FOUR ADVISORY SERVICES'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 LEVEL FOUR ADVISORY SERVICES.
| Sponsor | From | Assets |
|---|---|---|
CLASSIC CHEVROLET BUICK GMC, INC.TX · 751159462-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $72M |
NORTH CAROLINA NEPHROLOGY, P.A.NC · 812808787-001 | (new plan) | $41M |
BUSINESS SOFTWARE, INC.GA · 591935198-001 | AMERICAN REALTY ADVISORS | $30M |
PATHWAY, INC.AL · 630827995-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under LEVEL FOUR ADVISORY SERVICES; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CRESCENT WOMENS HEALTHCARE, P. C.GA · 582345264-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ENBRIDGE EMPLOYEE SERVICES, INC.TX · 760697621-002 | $1.1B | 9,402 | $77,000 | 4y | - |
CLASSIC CHEVROLET BUICK GMC, INC.TX · 751159462-002 | $72M | 3,550 | $51,384 | 1y | 2 |
NORTH CAROLINA NEPHROLOGY, P.A.NC · 812808787-001 | $41M | 133 | $8,000 | 1y | - |
BUSINESS SOFTWARE, INC.GA · 591935198-001 | $30M | 140 | $17,779 | 1y | - |
WITHERITE LAW GROUP, PLLCTX · 752953673-001 | $17M | 322 | $68,739 | 6y | - |
FREEDOM FIRST FEDERAL CREDIT UNIVA · 540699770-002 | $16M | 246 | $2,990 | 2y | - |
KENNEDY, WHITE & RIGGS ORTHOPAEDIC SURGERYFL · 592227075-001 | $16M | 145 | $31,433 | 2y | - |
DAVID ALLEN COMPANY, INC.NC · 560889788-001 | $11M | 215 | $8,000 | 2y | - |
PATHWAY, INC.AL · 630827995-001 | $3M | 342 | $4,331 | 1y | 1 |
BIG BLUE MARBLE ACADEMY, LLCGA · 300999742-001 | $2M | 1,554 | $11,029 | 2y | 1 |
Flag exposure
70.0%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 (11)
Raw Schedule C names collapsed into LEVEL FOUR ADVISORY SERVICES.
- LEVEL 3 COMMUNICATION LLC
- LEVEL 3 COMMUNICATIONS
- LEVEL 3 COMMUNICATIONS LLC
- LEVEL EQUITY
- LEVEL FOUR ADVISORS
- LEVEL FOUR ADVISORY SERVCIES
- LEVEL FOUR ADVISORY SERVICES
- LEVEL FOUR ADVISORY SERVICES LLC
- LEVEL FOUR ADVISORY SERVICES, LLC
- LEVEL FOUR FINANCIAL
- LEVEL PARTNERS MGT., INC.
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 LEVEL FOUR ADVISORY SERVICES'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 | 3 | 30.00% | 1.71% | +28.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 10.00% | 1.76% | +8.24 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 LEVEL FOUR ADVISORY SERVICES. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent