PACIFIC INCOME ADVISORS
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11+2 YoYRank #1193 of mapped providers
Assets under administration$4.1B0.0%Market share · rank #2159
Fees received$640,319Median $25,017/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 PACIFIC INCOME ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where PACIFIC INCOME ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 9 | $23,644 | |
Investment management fees paid directly by planCode 51 | 2 | $163,640 |
Competitor overlap
Percent of PACIFIC INCOME 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 PACIFIC INCOME ADVISORS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
Plans lost in 2024
Appeared last year under PACIFIC INCOME ADVISORS; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $18,371 | 1y | - |
EXCAVATORS UNION LOCAL 731 ANNUITY BOARD OF TRUSTEESNY · 510136348-001 | $953M | 10,720 | $109,164 | 10y | - |
PAMCAH-UA LOCAL 675 PENSION FUNDHI · 996024083-001 | $575M | 3,068 | $195,721 | 8y | - |
BOARD OF TRUSTEES OF THE SMART LOCAL UNIONS AND COUNCILS PENSION FUNDVA · 874825609-333 | $397M | 3,053 | $61,598 | 4y | - |
BOARD OF TRUSTEES OF PAMCAH-UA LOCAL 675 ANNUITY FUNDHI · 990221545-002 | $349M | 3,281 | $131,559 | 9y | - |
BOARD OF TRUSTEES OF MASONS PENSION TRUST FUNDHI · 996012128-001 | $284M | 2,676 | $10,879 | 8y | - |
BOARD OF TRUSTEES OF THE HAWAII MASONS & PLASTERERS ANNUITY TRUST FUNDHI · 996024001-001 | $127M | 4,137 | $23,644 | 10y | - |
BOARD OF TRUSTEES OF LOCAL 522 PENSION FUNDNY · 116171611-001 | $123M | 2,458 | $14,513 | 10y | 1 |
TRUSTEES - SHEET METAL WORKERS LOCAL NO. 177 PENSION FUNDTN · 626093256-001 | $76M | 1,215 | $25,017 | 10y | - |
BOARD OF TRUSTEES OF UNITED TEAMSTER ANNUITY FUNDNY · 237277344-001 | $9M | 2,114 | $11,100 | 6y | - |
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 (4)
Raw Schedule C names collapsed into PACIFIC INCOME ADVISORS.
- PACIFIC INCOME
- PACIFIC INCOME ADV
- PACIFIC INCOME ADVISERS
- PACIFIC INCOME ADVISORS
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 PACIFIC INCOME 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 | 1 | 9.09% | 7.76% | +1.33 pp |
| Fidelity bond gap | 1 | 9.09% | 26.94% | -17.85 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 PACIFIC INCOME ADVISORS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent