AMERICAN REALTY ADVISORS
391 known aliases resolved via the canonical alias map
Market position · 2024
Plans served496-40 YoYRank #59 of mapped providers
Assets under administration$343.0B0.4%Market share · rank #36
Fees received$46MMedian $30,668/planSum across Schedule C direct + indirect
Net wins YoY-3576 won · 111 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 AMERICAN REALTY ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where AMERICAN REALTY ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 154 | $56,221 | |
Trustee (discretionary); Participant loan processing; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Contract Administrator; Direct payment from the planCode 13 | 120 | $30,000 | |
Trustee (discretionary); Investment management; Investment management fees paid directly by plan; Recordkeeping fees; Investment advisory (participants); Consulting (general); Participant loan processing; Custodial (securities); Consulting (pension); Investment advisory (plan); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 64 | $19,816 | |
Other services; Direct payment from the plan; Copying and duplicatingCode 36 | 31 | $17,070 | |
Other services; Other feesCode 49 | 24 | $8,760 | |
Named fiduciary; Direct payment from the plan; Investment advisory (plan)Code 27 | 16 | $40,790 | |
Recordkeeping fees; Other fees; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 12 | 12 | $7,465 | |
Plan Administrator; Insurance services; Other feesCode 14 | 11 | $29,430 |
Competitor overlap
Percent of AMERICAN REALTY ADVISORS'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 AMERICAN REALTY ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
UPMCPA · 251423657-335 | THE BANK OF NEW YORK MELLON | $4.9B |
FACTORY MUTUAL INSURANCE COMPANYRI · 050316605-001 | INDEPENDENT FINANCIAL PARTNERS | $3.0B |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | PANAGORA ASSET MANAGEMENT | $2.6B |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
BOARD OF TRUSTEES OF OPERATING ENGINEERS LOCAL 101 PENSION FUNDMO · 436059213-001 | COMPUSYS OF UTAH, INC. | $1.0B |
BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLANIL · 366488227-001 | ULLICO | $999M |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | ARA CORE PROPERTY FUND | $683M |
BOARD OF TRUSTEES, ALASKA LABORERS- EMPLOYERS RETIREMENT FUNDWA · 916028298-001 | IFM INVESTORS PTY LTD | $602M |
BOARD OF TRUSTEES OF PENSION FUNDNJ · 131982707-001 | JPMORGAN INVEST HOLDINGS LLC | $534M |
NEW YORK BLOOD CENTERNY · 131949477-001 | RESOURCES INVESTMENT ADVISORS LLC | $505M |
Plans lost in 2024
Appeared last year under AMERICAN REALTY ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | VITECH SYSTEMS GROUP | $23.5B |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | UPTODATE, INC | $16.2B |
SHELL USA, INC.TX · 131299890-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $15.1B |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | GCM GROSVENOR | $8.0B |
NEXTERA ENERGY, INC.FL · 592449419-001 | ICG SECONDARIES FUND I LP | $5.1B |
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PINEBRIDGE STRUCTURED | $3.1B |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401KNJ · 516124191-001 | COLUMBUS CIRCLE MANAGEMENT | $1.6B |
AMERICAN NATIONAL RED CROSSDC · 530196605-008 | ZARAGOZA & ALVARADO LLP | $1.5B |
THE AMERICAN NATIONAL RED CROSSDC · 530196605-001 | AGILIS PARTNERS LLC | $1.2B |
BOARD OF TRUSTEES, WESTERN METAL INDUSTRY PENSION PLANWA · 916033499-001 | WELFARE & PENSION ADMIN SERVICE INC | $1.0B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $400,983 | 10y | - |
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $278,355 | 2y | 1 |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $3M | 10y | - |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $50,926 | 10y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $441,835 | 2y | 1 |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $2M | 8y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $696,513 | 10y | 1 |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $481,282 | 6y | - |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $208,358 | 8y | - |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $1M | 6y | - |
Flag exposure
86.9%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 (391)
Raw Schedule C names collapsed into AMERICAN REALTY ADVISORS.
- AAA WESTERN AND CENTRAL NEW YORK
- AAA WESTERN AND CENTRAL NEW YORK, I
- ALL AMERICAN HOMECARE AGENCY INC.
- ALL AMERICAN WASTE, LLC
- ALL-AMERICAN ARCHITECTURAL ARTS, LL
- AM FUNDS AMERICAN
- AM FUNDS AMERICAN BALANCED R6
- AMEICAN GRAPHICS PRINTING
- AMERCIAN REALTY ADVISORS
- AMERICAN
- AMERICAN AG INSURANCE CO
- AMERICAN AG INSURANCE COMPANY
- AMERICAN AIR LIQUIDE HOLDINGS, INC.
- AMERICAN AIRLINES
- AMERICAN AIRLINES GROUP INC.
- AMERICAN AIRLINES, INC.
- AMERICAN ALLOY STEEL INC
- AMERICAN ARBIRTATION ASSOCIATES
- AMERICAN ARBITRATION
- AMERICAN ARBITRATION ASOCIATION
- AMERICAN ARBITRATION ASSO
- AMERICAN ARBITRATION ASSOC
- AMERICAN ARBITRATION ASSOC INC
- AMERICAN ARBITRATION ASSOC.
- AMERICAN ARBITRATION ASSOCIATES
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 AMERICAN REALTY ADVISORS'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 | 17 | 3.43% | 7.76% | -4.33 pp |
| Fidelity bond gap | 12 | 2.42% | 26.94% | -24.52 pp |
| Late contributions | 72 | 14.52% | 1.71% | +12.80 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 45 | 9.07% | 1.76% | +7.31 pp |
| Loss discovered | 2 | 0.40% | 0.00% | +0.40 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with AMERICAN REALTY ADVISORS. Compare to the incumbent market share (0.7%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.7 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).