POST ADVISORY GROUP
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #2178 of mapped providers
Assets under administration$10.5B0.0%Market share · rank #1123
Fees received$2MMedian $313,057/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 POST ADVISORY GROUP plan look like?
Service mix · median fees per plan
Count of plans where POST ADVISORY GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Other fees; Investment managementCode 28 | 3 | $313,057 | |
Custodial (securities); Investment managementCode 19 | 1 | $17,530 | |
Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $724,046 |
Competitor overlap
Percent of POST ADVISORY GROUP'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 POST ADVISORY GROUP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under POST ADVISORY GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | CAMDEN ASSET MANAGEMENT, LP | $3.0B |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | DAVID ROMANO | $2.1B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CARPENTERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | $6.0B | 50,363 | $313,057 | 9y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $724,046 | 10y | - |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $589,613 | 10y | - |
OPERATING ENG. LOCAL 474 DEFINED CONTRIBUTIONTN · 586209482-002 | $61M | 1,442 | $0 | 6y | - |
INSULATORS LOCAL NO. 96 PENSION FUNDTN · 586110889-002 | $26M | 269 | $17,530 | 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 (6)
Raw Schedule C names collapsed into POST ADVISORY GROUP.
- MW POST ADVISORY GROUP
- POST ADVISIORY GROUP LLC
- POST ADVISORY GROUP
- POST ADVISORY GROUP LLC
- POST ADVISORY GROUP, LLC
- POST LIMITED
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 POST ADVISORY GROUP'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 POST ADVISORY GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent