MID ATLANTIC CAPITAL CORPORATION
56 known aliases resolved via the canonical alias map
Market position · 2024
Plans served94-19 YoYRank #204 of mapped providers
Assets under administration$15.0B0.0%Market share · rank #873
Fees received$3MMedian $0/planSum across Schedule C direct + indirect
Net wins YoY-1715 won · 32 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 MID ATLANTIC CAPITAL CORPORATION plan look like?
Service mix · median fees per plan
Count of plans where MID ATLANTIC CAPITAL CORPORATION ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Securities brokerage commissions and feesCode 33 | 55 | $0 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Custodial (securities)Code 19 | 15 | $6,392 | |
Trustee (directed); Custodial (securities); Custodial (other than securities)Code 18 | 6 | $10,965 | |
Investment advisory (plan); Other investment fees and expensesCode 27 | 6 | $35,954 | |
Recordkeeping fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 4 | $7,045 | |
Contract Administrator; Other feesCode 13 | 2 | $1,270,459 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $7,125 | |
Trustee (directed)Code 25 | 2 | $161,706 |
Competitor overlap
Percent of MID ATLANTIC CAPITAL CORPORATION'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 MID ATLANTIC CAPITAL CORPORATION.
| Sponsor | From | Assets |
|---|---|---|
FAREWAY STORES, INC.IA · 420240920-002 | WELLS FARGO BANK, N.A. | $401M |
WHITE RIVER HEALTH SYSTEM, INC.AR · 710411459-001 | EDWARD JONES | $105M |
SOUTH TEXAS COLLEGE OF LAW HOUSTONTX · 741554976-003 | ROLAND CRISS FIDUCIARY SERVICES | $50M |
DOUG VEERKAMP GENERAL ENGINEERING, INC.CA · 680462256-001 | STATHEROS FINANCIAL SOLUTIONS, INC. | $28M |
SOUTH TEXAS COLLEGE OF LAW HOUSTONTX · 741554976-001 | ROLAND CRISS INVESTMENT RESEARCH | $22M |
ASSOCIATION OF ECONOMIC COLLABORATION AND GROWTHCA · 833122688-001 | (new plan) | $22M |
AMERICAN OUTDOOR BRANDS, INC.MO · 844630928-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $21M |
BREAKERS UNLIMITEDIN · 351801594-001 | (new plan) | $12M |
USLIVE OPCO INCTX · 873315586-001 | (new plan) | $9M |
RMS ENERGY CO, LLCMN · 461402221-001 | EPIC RETIREMENT PLAN SERVICES | $8M |
Plans lost in 2024
Appeared last year under MID ATLANTIC CAPITAL CORPORATION; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRINET USA, INC.FL · 320480267-006 | T ROWE PRICE RPS INC | $375M |
TOYOTA BOSHOKU AMERICA, INC.KY · 383603141-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $193M |
TRANSCONTINENTAL US, LLCIL · 760678895-003 | TRANSAMERICA RETIREMENT SOLUTIONS | $180M |
DONEGAL MUTUAL INSURANCE COMPANYPA · 231336198-003 | TRANSAMERICA RETIREMENT SOLUTIONS | $173M |
ATRIA SENIOR LIVING, INC.KY · 274673765-001 | CHERRY BEKAERT LLP | $167M |
AFS HOLDINGS, INCUT · 816012613-002 | CARVER FLOREK & JAMES CPA'S | $166M |
REDLANDS COMMUNITY HOSPITALCA · 951643347-003 | FID INV INST OPS CO | $155M |
INTUITIVE RESEARCH AND TECHNOLOGY CORPORATIONAL · 752821032-001 | EPIC RETIREMENT PLAN SERVICES | $91M |
BD OF TTE OF PLUM & PIPE LU NO. 74 PIPEFITTERS LU NO. 74 ANNUITY FUNDDE · 222913742-001 | (new plan) | $88M |
WISCONSIN GLAZIERS & GLASSWORKERS MONEY PURCHASE FUNDWI · 391341148-004 | TRANSAMERICA RETIREMENT SOLUTIONS | $67M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $2M | 3y | - |
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $322,968 | 4y | 2 |
SOUTHERN METHODIST UNIVERSITYTX · 750800689-002 | $1.1B | 4,931 | $0 | 10y | 1 |
SOUTH SHORE HOSPITAL, INC.MA · 042769210-004 | $727M | 10,875 | $0 | 10y | 1 |
BEACON HEALTH SYSTEM, INC.IN · 453864076-003 | $695M | 10,766 | $0 | 10y | 1 |
SCHENKER, INCVA · 135619239-002 | $465M | 11,491 | $0 | 10y | 2 |
HOFFMAN & HOFFMAN, INC.NC · 560667189-001 | $406M | 1,222 | $37,988 | 3y | - |
TIFT REGIONAL HEALTH SYSTEM, INC.GA · 453072990-001 | $406M | 4,543 | $0 | 6y | - |
FAREWAY STORES, INC.IA · 420240920-002 | $401M | 7,994 | $0 | 1y | - |
BROOKDALE HOSPITAL MEDICAL CENTERNY · 111631746-004 | $374M | 7,653 | $0 | 10y | 1 |
Flag exposure
84.0%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 (56)
Raw Schedule C names collapsed into MID ATLANTIC CAPITAL CORPORATION.
- MID AMERICA CARPENTERS REGIONAL BEN
- MID ATANTIC TRUST COMPANY
- MID ATLANTC CAPITAL CORPORATION
- MID ATLANTIC
- MID ATLANTIC CAPITAL
- MID ATLANTIC CAPITAL CORP
- MID ATLANTIC CAPITAL CORP (SUNGUARD
- MID ATLANTIC CAPITAL CORP.
- MID ATLANTIC CAPITAL CORPORATION
- MID ATLANTIC CAPITAL CORPORATIONS
- MID ATLANTIC CAPTIAL CORPORATION
- MID ATLANTIC CORPORATION
- MID ATLANTIC FIN MGMT 532
- MID ATLANTIC FINANCIAL
- MID ATLANTIC FINANCIAL INC
- MID ATLANTIC FINANCIAL MANAGEMENT
- MID ATLANTIC FINANCIAL MANAGEMENT I
- MID ATLANTIC FINANCIAL MANAGEMENT L
- MID ATLANTIC FINANCIAL MANAGEMENT,
- MID ATLANTIC FINANCIAL MGMT INC.
- MID ATLANTIC FINANCIAL MGMT. INC.
- MID ATLANTIC FINANCIAL MGT INC
- MID ATLANTIC PSN SPECIALISTS
- MID ATLANTIC REGIONAL JOINT BOARD
- MID ATLANTIC REGIONAL JOINT BOARD,
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 MID ATLANTIC CAPITAL CORPORATION'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 | 3 | 3.19% | 7.76% | -4.57 pp |
| Fidelity bond gap | 3 | 3.19% | 26.94% | -23.75 pp |
| Late contributions | 34 | 36.17% | 1.71% | +34.46 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 23 | 24.47% | 1.76% | +22.71 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 MID ATLANTIC CAPITAL CORPORATION. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent