MCADAM LLC
2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1367 of mapped providers
Assets under administration$23.3B0.0%Market share · rank #567
Fees received$132,818Median $9,643/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 MCADAM LLC plan look like?
Service mix · median fees per plan
Count of plans where MCADAM LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 4 | $11,800 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 3 | $22,337 | |
Insurance services; Insurance brokerage commissions and fees; Consulting (general)Code 16 | 1 | $8,556 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $8,728 | |
Other feesCode 99 | 1 | $303 |
Competitor overlap
Percent of MCADAM 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 MCADAM LLC.
| Sponsor | From | Assets |
|---|---|---|
NEWPORT GROUP, INC.CA · 272037969-002 | NEWPORT GROUP, INC. | $206M |
Plans lost in 2024
Appeared last year under MCADAM LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
ECKERT SEAMANS CHERIN & MELLOTT, LLCPA · 251056909-001 | CHARLES SCHWAB & CO., INC. | $238M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
HUMANA INC.KY · 610647538-002 | $7.7B | 61,001 | $13,156 | 6y | 1 |
HDR, INC.NE · 470663756-007 | $7.7B | 16,282 | $7,105 | 3y | 1 |
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $303 | 2y | 1 |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $13,041 | 4y | 1 |
THE NEMOURS FOUNDATIONFL · 590634433-002 | $1.3B | 16,384 | $8,728 | 4y | 1 |
SAUL EWING LLPPA · 231416352-003 | $489M | 1,211 | $10,558 | 4y | 1 |
VOITH US INC.PA · 392042166-002 | $419M | 2,387 | $8,556 | 3y | 1 |
NEWPORT GROUP, INC.CA · 272037969-002 | $206M | 12,631 | $7,025 | 1y | 2 |
AXELON SERVICES CORPORATIONNY · 112447843-001 | $18M | 771 | $42,009 | 7y | - |
NEW RIVER SYSTEMS CORPORATIONVA · 208718960-001 | $13M | 165 | $22,337 | 2y | - |
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 MCADAM LLC.
- MCADAM LLC
- MCADAM, LLC
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 MCADAM 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 | 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 | 6 | 60.00% | 1.76% | +58.24 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 MCADAM 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