QBOX FIDUCIARY SOLUTIONS, LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-3 YoYRank #1885 of mapped providers
Assets under administration$128M0.0%Market share · rank #6908
Fees received$120,357Median $20,215/planSum across Schedule C direct + indirect
Net wins YoY-30 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 QBOX FIDUCIARY SOLUTIONS, LLC plan look like?
Service mix · median fees per plan
Count of plans where QBOX FIDUCIARY SOLUTIONS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Other feesCode 27 | 2 | $26,141 | |
Investment advisory (plan); Consulting (pension); Direct payment from the planCode 17 | 1 | $26,687 | |
Investment advisory (participants)Code 26 | 1 | $0 | |
Investment managementCode 28 | 1 | $6,034 | |
Named fiduciaryCode 31 | 1 | $35,354 |
Competitor overlap
Percent of QBOX FIDUCIARY SOLUTIONS, 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 QBOX FIDUCIARY SOLUTIONS, LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under QBOX FIDUCIARY SOLUTIONS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
WENDY'S OF COLORADO SPRINGS, INC.CO · 840706429-001 | EXPAND FINANCIAL | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AUSTIN 3(16) FIDUCIARY LIMITEDNY · 462981114-002 | $75M | 1,934 | $35,354 | 2y | 2 |
I.A.T.S.E. LOCAL NO. 6MI · 430497330-002 | $22M | 962 | $6,034 | 3y | - |
COTTONWOOD CAPITAL MANAGEMENT, INC.UT · 262255801-001 | $12M | 290 | $26,687 | 7y | - |
PLAN COMPLIANCE SERVICES, INC.FL · 593708427-013 | $11M | 368 | $38,539 | 3y | - |
RELIABLE PARTS, INC.TX · 911596002-002 | $8M | 364 | $13,743 | 5y | 1 |
GEIGER EXCAVATING, INC.IN · 351984043-001 | $482,722 | 51 | $0 | 3y | - |
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 (3)
Raw Schedule C names collapsed into QBOX FIDUCIARY SOLUTIONS, LLC.
- QBOX
- QBOX FIDUCIARY SOLUTIONS LLC
- QBOX FIDUCIARY SOLUTIONS, 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 QBOX FIDUCIARY SOLUTIONS, 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 | 1 | 16.67% | 1.71% | +14.95 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 33.33% | 1.76% | +31.57 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 QBOX FIDUCIARY SOLUTIONS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent