PROCOURSE FIDUCIARY ADVISORS, LLC
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served47+1 YoYRank #365 of mapped providers
Assets under administration$27.3B0.0%Market share · rank #491
Fees received$1MMedian $21,443/planSum across Schedule C direct + indirect
Net wins YoY+210 won · 8 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 PROCOURSE FIDUCIARY ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where PROCOURSE FIDUCIARY ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment advisory (plan)Code 27 | 24 | $26,247 | |
Investment management; Investment advisory (participants); Investment management fees paid directly by plan; Participant communication; Investment advisory (plan)Code 26 | 8 | $14,607 | |
Other feesCode 99 | 6 | $6,818 | |
Investment management; Investment management fees paid indirectly by planCode 28 | 4 | $16,563 | |
Consulting (pension)Code 17 | 3 | $33,000 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 1 | $19,975 | |
Securities brokerage; Securities brokerage commissions and feesCode 33 | 1 | $9,989 |
Competitor overlap
Percent of PROCOURSE FIDUCIARY 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 PROCOURSE FIDUCIARY ADVISORS, LLC.
| Sponsor | From | Assets |
|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | FIRST REPUBLIC INVESTMENT MGMT | $6.5B |
PENN STATE HEALTHPA · 473769205-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.9B |
WELLSPAN HEALTHPA · 222517863-005 | TD AMERITRADE, INC. | $2.6B |
ESSENTIA HEALTHMN · 200360007-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $2.2B |
TRIHEALTH, INC.OH · 311438846-004 | AON CONSULTING | $1.4B |
MULTICARE HEALTH SYSTEMWA · 911352172-003 | CHANEY CAPITAL MANAGEMENT | $1.2B |
ONTARIO SYSTEMS, LLCMA · 753122530-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $72M |
VALLEY OAKS HEALTH, INC.IN · 350988724-003 | USI CONSULTING GROUP | $32M |
WALKER INFORMATION, INC.IN · 351108109-002 | PRAXIS CONSULTING | $30M |
Plans lost in 2024
Appeared last year under PROCOURSE FIDUCIARY ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
UROLOGY OF INDIANA, LLCIN · 351998209-001 | CHARLES SCHWAB & CO., INC. | $61M |
HEALTHCARE INFORMATION AND MANAGEMENT SYSTEMS SOCIETYIL · 363906745-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $42M |
TELAMON CORPORATIONIN · 351493826-001 | RETIREMENT, LLC | $42M |
FORT WAYNE MEDICAL ONCOLOGY AND HEMATOLOGY, INC.IN · 351400631-001 | GALECKI FINANCIAL | $35M |
BHI SENIOR LIVING, INC.IN · 350931432-003 | NFP RETIREMENT INC | $27M |
GOODWILL OF CENTRAL AND SOUTHERN INDIANA, INC.IN · 350893506-002 | RETIREMENT, LLC | $25M |
GOODWILL OF CENTRAL AND SOUTHERN INDIANA INC.IN · 350893506-001 | RETIREMENT, LLC | $20M |
HELMER SCIENTIFIC LLCIN · 411432277-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-009 | $6.5B | 23,286 | $8,036 | 1y | 1 |
INDIANA UNIVERSITY HEALTH INC.IN · 351955872-005 | $4.5B | 51,880 | $71,580 | 3y | - |
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $61 | 4y | 1 |
WELLSPAN HEALTHPA · 222517863-005 | $2.6B | 27,878 | $21,443 | 1y | 1 |
THE MEDICAL COLLEGE OF WISCONSIN, INC.WI · 390806261-001 | $2.6B | 9,960 | $9,989 | 2y | 1 |
ESSENTIA HEALTHMN · 200360007-002 | $2.2B | 20,507 | $5,179 | 1y | 1 |
TRIHEALTH, INC.OH · 311438846-004 | $1.4B | 19,369 | $8,456 | 1y | 1 |
MULTICARE HEALTH SYSTEMWA · 911352172-003 | $1.2B | 20,136 | $3,633 | 1y | 1 |
MULTICARE HEALTH SYSTEMWA · 911352172-002 | $562M | 15,127 | $2,145 | 2y | - |
FROST BROWN TODD LLPKY · 610722001-001 | $330M | 876 | $16,713 | 10y | 1 |
Flag exposure
68.1%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 (19)
Raw Schedule C names collapsed into PROCOURSE FIDUCIARY ADVISORS, LLC.
- PROCOUR FIDUCIARY ADV LLC
- PROCOURSE
- PROCOURSE ADVISORY ADVISORS, LLC
- PROCOURSE FIDUCIARY
- PROCOURSE FIDUCIARY ADV
- PROCOURSE FIDUCIARY ADV LLC
- PROCOURSE FIDUCIARY ADVI
- PROCOURSE FIDUCIARY ADVISERS, LLC
- PROCOURSE FIDUCIARY ADVISO
- PROCOURSE FIDUCIARY ADVISOR
- PROCOURSE FIDUCIARY ADVISORS
- PROCOURSE FIDUCIARY ADVISORS LLC
- PROCOURSE FIDUCIARY ADVISORS, LLC
- PROCOURSE FIDUCIARY ADVISORS. LLC
- VESTIA ADVISORS
- VESTIA ADVISORS LLC
- VESTIA ADVISORS, LLC
- VESTIA ADVISORS, LLC.
- VESTIA ADVISORY 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 PROCOURSE FIDUCIARY 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 | 10 | 21.28% | 1.71% | +19.56 pp |
| Failed to provide benefit | 4 | 8.51% | 0.14% | +8.37 pp |
| Corrective distributions | 16 | 34.04% | 1.76% | +32.28 pp |
| Loss discovered | 1 | 2.13% | 0.00% | +2.12 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with PROCOURSE FIDUCIARY 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
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).