SRS CAPITAL ADVISORS
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-3 YoYRank #2080 of mapped providers
Assets under administration$3.2B0.0%Market share · rank #2399
Fees received$340,363Median $52,862/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 SRS CAPITAL ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where SRS CAPITAL ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 3 | $59,994 | |
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $45,730 |
Competitor overlap
Percent of SRS CAPITAL 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 SRS CAPITAL ADVISORS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SRS CAPITAL ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
PLUM DENTAL GROUP, L.L.C.RI · 821566002-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $45,730 | 4y | 1 |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $229,719 | 6y | 1 |
STEWART & TATE, INC.PA · 231624612-002 | $28M | 314 | $59,994 | 4y | 1 |
EASTERN SHORE TRANSPORT, LLCPA · 271322213-001 | $9M | 145 | $4,920 | 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 (6)
Raw Schedule C names collapsed into SRS CAPITAL ADVISORS.
- SRS CAPITAL ADVISORS
- SRS CAPITAL ADVISORS INC
- SRS CAPITAL ADVISORS LLC
- SRS CAPITAL ADVISORS, INC
- SRS CAPITAL ADVISORS, INC.
- SRS CERTIFIED PUBLIC ACCOUNTANTS PC
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 SRS CAPITAL 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 | 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 | 3 | 75.00% | 1.76% | +73.24 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 SRS CAPITAL 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