SUSTAINABLE GROWTH ADVISORS
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #1800 of mapped providers
Assets under administration$11.2B0.0%Market share · rank #1075
Fees received$2MMedian $131,209/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 SUSTAINABLE GROWTH ADVISORS plan look like?
Service mix · median fees per plan
Count of plans where SUSTAINABLE GROWTH ADVISORS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Investment management; Soft dollars commissions; Direct payment from the planCode 28 | 6 | $131,209 |
Competitor overlap
Percent of SUSTAINABLE GROWTH 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 SUSTAINABLE GROWTH ADVISORS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under SUSTAINABLE GROWTH ADVISORS; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES CENTRAL ILLINOIS CARPENTERS RETIREMENT SAVINGS FUNDIL · 371234126-001 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | $201M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
AMGEN INC.CA · 953540776-001 | $7.7B | 22,645 | $976,987 | 10y | - |
UNUM GROUPME · 621598430-001 | $1.4B | 9,990 | $569,091 | 3y | - |
NATIONAL FUEL GAS COMPANYNY · 131086010-001 | $861M | 3,082 | $146,115 | 3y | 1 |
AMGEN MANUFACTURING LIMITED LLCPR · 980210484-001 | $780M | 3,198 | $80,210 | 10y | - |
HAWAII LABORERS' ANNUITY FUNDHI · 990322478-001 | $302M | 6,159 | $77,446 | 9y | - |
TRUSTEES OF HAWAII TRUCKERS-TEAMSTERS UNION PENSION FUNDHI · 996009518-001 | $166M | 1,107 | $116,302 | 10y | - |
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 (7)
Raw Schedule C names collapsed into SUSTAINABLE GROWTH ADVISORS.
- SUSTAINABLE GROWTH ADVISERS
- SUSTAINABLE GROWTH ADVISERS LP
- SUSTAINABLE GROWTH ADVISERS, LP
- SUSTAINABLE GROWTH ADVISORS
- SUSTAINABLE GROWTH ADVISORS, LP
- SUSTAINABLE GROWTH PARTNERS
- SUSTAINABLE WEALTH MANAGEMENT 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 SUSTAINABLE GROWTH 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 | 1 | 16.67% | 0.14% | +16.53 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 SUSTAINABLE GROWTH 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