STRATEGIC ADVISORS, INC.
83 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3,667+365 YoYRank #5 of mapped providers
Assets under administration$1.52T1.7%Market share · rank #2
Fees received$297MMedian $17,554/planSum across Schedule C direct + indirect
Net wins YoY+364593 won · 229 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 STRATEGIC ADVISORS, INC. plan look like?
Service mix · median fees per plan
Count of plans where STRATEGIC ADVISORS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Investment advisory (plan)Code 27 | 3,627 | $17,394 | |
Investment advisory (plan); Investment advisory (participants); Direct payment from the planCode 26 | 22 | $143,520 | |
Investment advisory (plan); Consulting (general)Code 16 | 6 | $70,187 | |
Investment management; Investment management fees paid directly by planCode 28 | 5 | $335,037 | |
Contract AdministratorCode 13 | 2 | $6,414 | |
Other feesCode 99 | 2 | $56,674 | |
Accounting (including auditing)Code 10 | 1 | $124 | |
Trustee (individual)Code 20 | 1 | $135,755 |
Competitor overlap
Percent of STRATEGIC ADVISORS, INC.'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 STRATEGIC ADVISORS, INC..
| Sponsor | From | Assets |
|---|---|---|
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | T ROWE PRICE RPS INC | $10.3B |
S&P GLOBAL, INC.NY · 131026995-002 | (new plan) | $5.7B |
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCESGA · 580566256-001 | SAVANT CAPITAL MANAGEMENT | $5.5B |
EMORY HEALTHCARE, INC.GA · 582137993-002 | CANNON FINANCIAL STRATEGISTS, INC. | $2.8B |
COMPASS GROUP USA, INC.NC · 561874931-007 | SMITH & DOWNEY | $2.5B |
WESTERN DIGITAL CORPORATIONCA · 330956711-003 | T ROWE PRICE RPS INC | $2.5B |
BJC HEALTH SYSTEMMO · 431617558-003 | THE VANGUARD GROUP, INC. | $2.3B |
PAYCHEX , INC.NY · 161124166-001 | (new plan) | $2.3B |
LAND O'LAKES, INC.MN · 410365145-017 | FINANCIAL ENGINES | $2.0B |
THE WILLIAMS COMPANIES, INC.OK · 730569878-008 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.0B |
Plans lost in 2024
Appeared last year under STRATEGIC ADVISORS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
UMWA 1974 PENSION TRUST BOARD OF TRUSTEESDC · 521050282-002 | PINEBRIDGE STRUCTURED | $3.1B |
ATRIUS MSO, LLCMN · 871803974-001 | FID INV INST OPS CO | $1.5B |
CHANGE HEALTHCARE OPERATIONS, LLCMN · 205731067-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $806M |
BARNARD COLLEGENY · 131628149-001 | TIAA | $391M |
APRIA HEALTHCARE GROUP INC.CA · 330488566-003 | (new plan) | $350M |
SIGNODE INDUSTRIAL GROUP LLCFL · 800935607-001 | CHARLES SCHWAB & CO., INC. | $242M |
CAPITAL DISTRICT PHYSICIANS HEALTH PLAN INC.NY · 141641028-001 | ONEDIGITAL INVESTMENT ADVISORS LLC | $239M |
MARTIN MEMORIAL HEALTH SYSTEMS, INC.FL · 592307522-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $207M |
URUS GROUP LPWI · 832013330-002 | PRIVATE ADVISOR GROUP LLC | $144M |
MAJOR TOOL & MACHINE, INC.IN · 350848038-002 | AFG FIDUCIARY SERVICES LP | $133M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $4M | 7y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-011 | $39.5B | 153,905 | $6M | 6y | - |
AMAZON.COM SERVICES, LLCWA · 820544687-001 | $34.6B | 1,343,800 | $633,262 | 1y | 2 |
CHEVRON CORPORATIONTX · 940890210-001 | $20.4B | 35,035 | $3M | 7y | 1 |
MEDTRONIC, INC.MN · 410793183-005 | $13.7B | 55,692 | $3M | 6y | 1 |
AVAGO TECHNOLOGIES U.S. INC.CA · 203387670-001 | $13.1B | 37,073 | $253,661 | 4y | 1 |
TWDC ENTERPRISES 18 CORP.CA · 954545390-011 | $12.7B | 75,373 | $862,205 | 3y | 1 |
THE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITYCA · 941156365-001 | $12.6B | 43,741 | $719,560 | 4y | - |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $2M | 9y | 2 |
ATH HOLDING COMPANY, LLCIN · 113713086-003 | $12.1B | 94,427 | $4M | 4y | 1 |
Flag exposure
77.6%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 (83)
Raw Schedule C names collapsed into STRATEGIC ADVISORS, INC..
- NB STRATEGIC CO-INVESTMENT CAYMAN P
- STRATEGIC ADIVOSRS, INC.
- STRATEGIC ADVIOSRS, INC.
- STRATEGIC ADVISERS
- STRATEGIC ADVISERS LLC
- STRATEGIC ADVISERS, INC
- STRATEGIC ADVISERS, INC.
- STRATEGIC ADVISIORS
- STRATEGIC ADVISIORS INC
- STRATEGIC ADVISIORS, INC.
- STRATEGIC ADVISOR INC
- STRATEGIC ADVISOR, INC
- STRATEGIC ADVISOR, INC.
- STRATEGIC ADVISORS
- STRATEGIC ADVISORS , INC
- STRATEGIC ADVISORS , INC.
- STRATEGIC ADVISORS IN
- STRATEGIC ADVISORS INC
- STRATEGIC ADVISORS INC.
- STRATEGIC ADVISORS LLC
- STRATEGIC ADVISORS LLC DBA
- STRATEGIC ADVISORS LLC DBA STRATEGI
- STRATEGIC ADVISORS LLP
- STRATEGIC ADVISORS, INC
- STRATEGIC ADVISORS, INC,
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 STRATEGIC ADVISORS, INC.'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 | 62 | 1.69% | 7.76% | -6.07 pp |
| Fidelity bond gap | 11 | 0.30% | 26.94% | -26.64 pp |
| Late contributions | 747 | 20.37% | 1.71% | +18.66 pp |
| Failed to provide benefit | 534 | 14.56% | 0.14% | +14.42 pp |
| Corrective distributions | 1,536 | 41.89% | 1.76% | +40.13 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 STRATEGIC ADVISORS, INC.. Compare to the incumbent market share (5.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-5.4 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).