STONEBRIDGE
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12+7 YoYRank #1047 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3980
Fees received$424,838Median $26,190/planSum across Schedule C direct + indirect
Net wins YoY+810 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 STONEBRIDGE plan look like?
Service mix · median fees per plan
Count of plans where STONEBRIDGE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 9 | $20,918 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $73,267 |
Competitor overlap
Percent of STONEBRIDGE'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 STONEBRIDGE.
| Sponsor | From | Assets |
|---|---|---|
STAMBAUGH NESS, INC.PA · 232846715-002 | TRIAD ADVISORS INC | $32M |
L2 BRANDS, LLCPA · 813210094-001 | PRINCIPAL LIFE INSURANCE COMPANY | $19M |
NORTHERN CONCRETE PIPE, INC.MI · 381575052-001 | JOHN HANCOCK LIFE INSURANCE COMPANY | $19M |
HOPE ENTERPRISES, INC.PA · 232303287-001 | PRINCIPAL LIFE INSURANCE COMPANY | $17M |
PROPERTY MANAGEMENT, INC.PA · 231697288-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $14M |
LEBANON VALLEY BRETHREN HOMEPA · 237404857-001 | TRIAD ADVISORS INC | $13M |
SAF-GARD SAFETY SHOE CO., INC.NC · 581400677-001 | PRINCIPAL LIFE INSURANCE COMPANY | $13M |
H.H. KNOEBEL SONS, INC.PA · 231935955-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $7M |
TOUCH OF COLOR FLOORING, INC.PA · 251900474-001 | TRIAD ADVISORS INC | $7M |
PA OPTIONS FOR WELLNESSPA · 475026829-001 | (new plan) | $1M |
Plans lost in 2024
Appeared last year under STONEBRIDGE; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUNDIL · 371234126-001 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | $201M |
SHERMAN & HOWARD L.L.C.CO · 840420314-022 | MILLIMAN, INC. | $110M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $73,267 | 3y | - |
HAWAII SHEET METAL WORKERS PENSION FUNDHI · 996009479-001 | $316M | 1,107 | $108,193 | 10y | - |
HAWAII SHEET METAL WORKERS ANNUITY PROFIT SHARING FUNDHI · 996027785-003 | $109M | 689 | $37,777 | 10y | - |
STAMBAUGH NESS, INC.PA · 232846715-002 | $32M | 236 | $45,106 | 1y | - |
HOPE ENTERPRISES, INC.PA · 232303287-001 | $19M | 597 | $29,248 | 2y | 1 |
L2 BRANDS, LLCPA · 813210094-001 | $19M | 488 | $30,288 | 1y | 1 |
PROPERTY MANAGEMENT, INC.PA · 231697288-002 | $14M | 346 | $22,840 | 1y | 2 |
LEBANON VALLEY BRETHREN HOMEPA · 237404857-001 | $13M | 290 | $23,131 | 1y | - |
SAF-GARD SAFETY SHOE CO., INC.NC · 581400677-001 | $13M | 412 | $17,528 | 1y | 1 |
H.H. KNOEBEL SONS, INC.PA · 231935955-001 | $7M | 660 | $12,891 | 1y | 1 |
Flag exposure
83.3%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 (8)
Raw Schedule C names collapsed into STONEBRIDGE.
- STONEBRIDGE
- STONEBRIDGE ADVISORS
- STONEBRIDGE ADVISORS LLC
- STONEBRIDGE CAPITAL FINANCIAL ADVIS
- STONEBRIDGE CAPITAL MANAGEMENT
- STONEBRIDGE FINANCIAL GROUP
- STONEBRIDGE FINANCIAL GROUP, LLC
- STONEBRIDGE FINANCIAL GROUP,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 STONEBRIDGE'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 | 1 | 8.33% | 26.94% | -18.61 pp |
| Late contributions | 4 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 1 | 8.33% | 0.14% | +8.19 pp |
| Corrective distributions | 3 | 25.00% | 1.76% | +23.24 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 STONEBRIDGE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent