RESOURCES INVESTMENT ADVISORS LLC
55 known aliases resolved via the canonical alias map
Market position · 2024
Plans served322-269 YoYRank #78 of mapped providers
Assets under administration$19.1B0.0%Market share · rank #667
Fees received$10MMedian $17,527/planSum across Schedule C direct + indirect
Net wins YoY-26171 won · 332 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 RESOURCES INVESTMENT ADVISORS LLC plan look like?
Service mix · median fees per plan
Count of plans where RESOURCES INVESTMENT ADVISORS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment managementCode 28 | 115 | $6,175 | |
Other fees; Investment advisory (plan)Code 27 | 95 | $29,769 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Recordkeeping fees; Other fees; Direct payment from the planCode 15 | 72 | $22,025 | |
Other fees; Investment advisory (participants)Code 26 | 25 | $10,907 | |
Investment advisory (plan); Consulting (general)Code 16 | 9 | $24,909 | |
Investment advisory (plan); Consulting (pension); Direct payment from the planCode 17 | 3 | $6,452 | |
Contract Administrator; Other feesCode 13 | 2 | $8,628 | |
Other feesCode 99 | 2 | $65,664 |
Competitor overlap
Percent of RESOURCES INVESTMENT 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 RESOURCES INVESTMENT ADVISORS LLC.
| Sponsor | From | Assets |
|---|---|---|
MOSAIC HEALTH SYSTEMMO · 431283316-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $453M |
O.C. TANNER COMPANYUT · 870182665-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $346M |
GRESHAM SMITHTN · 620794126-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $225M |
OERLIKON USA HOLDING, INC.NY · 952549713-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $220M |
FOSSIL GROUP INC.TX · 752018505-002 | PRINCIPAL LIFE INSURANCE COMPANY | $121M |
DREAM FINDERS HOMES, LLCFL · 270528991-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $98M |
ICAPITAL NETWORK, INC.NY · 462479130-001 | STONESTREET EQUITY | $85M |
BATESCAREY LLPIL · 364321906-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $62M |
LODGE MANUFACTURING COMPANYTN · 620273720-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $46M |
ROBINSON MANUFACTURING COMPANY, INC.TN · 620342255-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $46M |
Plans lost in 2024
Appeared last year under RESOURCES INVESTMENT ADVISORS LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PMG SERVICES, INC.FL · 650271219-001 | STRATEGIC ADVISORS, INC. | $1.6B |
CARDTRONICS USA, INC.GA · 760419117-005 | ONEDIGITAL INVESTMENT ADVISORS LLC | $1.1B |
LVMH INC.NY · 133870253-002 | WEAVER AND TIDWELL, LLP | $954M |
VERTIV GROUP CORPORATIONOH · 813496944-001 | THE VANGUARD GROUP, INC. | $950M |
MITCHELL INTERNATIONAL INCCA · 943355101-001 | SAGEVIEW ADVISORY GROUP, LLC | $623M |
HOLMAN AUTOMOTIVE GROUP, INC.NJ · 210610247-002 | ONEDIGITAL INVESTMENT ADVISORS LLC | $588M |
RALEY'SCA · 941316611-012 | SAGEVIEW ADVISORY GROUP, LLC | $584M |
NEW YORK BLOOD CENTERNY · 131949477-001 | AMERICAN REALTY ADVISORS | $467M |
ANDRITZ INC.NC · 141438713-001 | SAGEVIEW ADVISORY GROUP, LLC | $447M |
ABSOPURE WATER COMPANY, ET AL.MI · 382418014-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $430M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $15,853 | 2y | 2 |
LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTHRI · 222861978-002 | $1.3B | 11,358 | $62,345 | 5y | - |
CUBIC CORPORATIONCA · 951678055-001 | $634M | 4,217 | $16,250 | 3y | 1 |
WAYNE FARMS LLCGA · 582530930-020 | $596M | 28,874 | $860,697 | 2y | 1 |
NICE SYSTEMS, INC.NJ · 770250126-001 | $545M | 4,861 | $353,503 | 3y | 1 |
UPMC PINNACLEPA · 251778658-002 | $521M | 14,715 | $42,228 | 5y | - |
WYNN RESORTS, LIMITEDNV · 460484987-001 | $509M | 10,917 | $129,509 | 7y | 2 |
CORECIVIC OF TENNESSEE, LLCTN · 621806755-001 | $454M | 13,740 | $9,319 | 4y | 1 |
MOSAIC HEALTH SYSTEMMO · 431283316-002 | $453M | 5,934 | $67,504 | 9y | 1 |
CENTRAL BANCOMPANYMO · 430959114-002 | $401M | 4,259 | $72,049 | 10y | 1 |
Flag exposure
83.9%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 (55)
Raw Schedule C names collapsed into RESOURCES INVESTMENT ADVISORS LLC.
- HR RESOURCES INC.
- OSAAIC WEALTH
- OSAAIC WEALTH, INC.
- RECOURCE INVESTMENT
- RECOURCES INVESTMENT ADVISORS LLC
- RESEOURCE INVESTMENT ADVISORS
- RESORCES INVESTMENT ADVISORS INC
- RESOURCED INVESTMENT ADVISORS LLC
- RESOURCES INV ADV INC.
- RESOURCES INV ADVISORS
- RESOURCES INV ADVISORS INC
- RESOURCES INV ADVISORS LLC
- RESOURCES INV ADVISORS, INC
- RESOURCES INV ADVISORS, LLC
- RESOURCES INV. ADV. FCT STONE ST
- RESOURCES INVEMSTMENT ADVISORS, LLC
- RESOURCES INVERSTMENT AD
- RESOURCES INVEST ADVISORS LLC
- RESOURCES INVEST. ADVISORS
- RESOURCES INVEST. ADVISORS INC.
- RESOURCES INVESTEMENT ADVISORS
- RESOURCES INVESTEMENT ADVISORS LLC
- RESOURCES INVESTEMENT ADVISORS, INC
- RESOURCES INVESTMEMT ADVISORS
- RESOURCES INVESTMENT 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 RESOURCES INVESTMENT 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 | 7 | 2.17% | 7.76% | -5.59 pp |
| Fidelity bond gap | 23 | 7.14% | 26.94% | -19.80 pp |
| Late contributions | 84 | 26.09% | 1.71% | +24.37 pp |
| Failed to provide benefit | 2 | 0.62% | 0.14% | +0.48 pp |
| Corrective distributions | 104 | 32.30% | 1.76% | +30.54 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 RESOURCES INVESTMENT ADVISORS LLC. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 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).