STEVE BUKOVAC
16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #1981 of mapped providers
Assets under administration$10.6B0.0%Market share · rank #988
Fees received$87,103Median $40,488/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 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 STEVE BUKOVAC plan look like?
Service mix · median fees per plan
Count of plans where STEVE BUKOVAC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan); Direct payment from the planCode 30 | 2 | $40,488 | |
Trustee (individual); Direct payment from the planCode 20 | 1 | $6,127 |
Competitor overlap
Percent of STEVE BUKOVAC'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 STEVE BUKOVAC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | KAYE-SMITH ENTERPRISES, INC. | $1.8B |
Plans lost in 2024
Appeared last year under STEVE BUKOVAC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $40,488 | 4y | - |
BOARD OF TRUSTEES GCIU-EMPLOYER RETIREMENT BENEFIT PLANWA · 916024903-001 | $1.8B | 37,126 | $6,127 | 1y | - |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | $1.3B | 29,668 | $40,488 | 4y | - |
Flag exposure
66.7%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 (16)
Raw Schedule C names collapsed into STEVE BUKOVAC.
- STEVE BERTELLI
- STEVE BERTILLI
- STEVE BUKOVAC
- STEVE CHARNEY
- STEVE DUCATEL
- STEVE IELMINI
- STEVE LLOYD
- STEVE LOEFFLER
- STEVE LUDWIGSON
- STEVE NOBLES
- STEVE OROZCO
- STEVE OSBORNE
- STEVE ROWDEN
- STEVE SAPPER
- STEVE THOMAS
- STEVE YOUNG
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 STEVE BUKOVAC'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 STEVE BUKOVAC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent