NATIONAL REAL ESTATE ADVISORS, LLC
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served39Rank #444 of mapped providers
Assets under administration$56.1B0.1%Market share · rank #291
Fees received$25MMedian $61,575/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 NATIONAL REAL ESTATE ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where NATIONAL REAL ESTATE ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Real estate brokerage; Investment management fees paid indirectly by plan; Investment managementCode 28 | 37 | $61,575 | |
Custodial (other than securities); Investment management fees paid indirectly by planCode 18 | 1 | $14,409 | |
Investment management fees paid directly by planCode 51 | 1 | $132,741 |
Competitor overlap
Percent of NATIONAL REAL ESTATE 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 NATIONAL REAL ESTATE ADVISORS, LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, CASCADE PENSION TRUST MONEYOR · 936105946-001 | THORP PURDY JEWETT URNESS WILKINSON | $425M |
JOINT BOARD OF TRUSTEES OF I.B.E.W. 490 PENSIONNH · 026026500-001 | DSF ADVISORS LLC | $66M |
Plans lost in 2024
Appeared last year under NATIONAL REAL ESTATE ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
IBEW LOCAL UNION NO. 237 PENSION PLANNY · 166094914-001 | ACRISURE | $51M |
IBEW LOCAL 688 PENSION PLANOH · 346700779-001 | (new plan) | $22M |
IBEW LOCAL UNION NO 237 ANNUITY FUNDNY · 161378286-002 | THE SEGAL COMPANY | $20M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $21M | 8y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $1M | 10y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $473,008 | 9y | - |
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $501,979 | 5y | - |
JOINT BOARD OF TRUSTEES, ELECTRICALMA · 042471895-002 | $1.6B | 10,127 | $248,466 | 9y | - |
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | $817M | 4,680 | $368,021 | 2y | - |
BOARD OF TRUSTEES, NORTHERN CALIFORNIA ELECTRICALCA · 946062674-001 | $697M | 3,322 | $236,028 | 10y | - |
BOARD OF TRUSTEES INTERNATIONAL BROTHERH ELECTRICAL WORKERS PENSION PLPA · 231990722-001 | $624M | 4,626 | $128,903 | 10y | - |
JOINT PENSION FUND LOCAL UNION 164 IBEWNJ · 226031199-001 | $599M | 4,105 | $66,183 | 5y | - |
I.B.E.W. BOARD OF TRUSTEES FOR LOCAL 357 PENSION TRUSTNV · 886023284-001 | $552M | 4,922 | $102,116 | 10y | - |
Flag exposure
82.1%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 (4)
Raw Schedule C names collapsed into NATIONAL REAL ESTATE ADVISORS, LLC.
- NATIONAL REAL ESTATE ADVISORS
- NATIONAL REAL ESTATE ADVISORS LLC
- NATIONAL REAL ESTATE ADVISORS, INC
- NATIONAL REAL ESTATE ADVISORS, 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 NATIONAL REAL ESTATE 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 NATIONAL REAL ESTATE 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