THREE BELL CAPITAL LLC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served31+5 YoYRank #532 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3698
Fees received$809,605Median $23,153/planSum across Schedule C direct + indirect
Net wins YoY+47 won · 3 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 THREE BELL CAPITAL LLC plan look like?
Service mix · median fees per plan
Count of plans where THREE BELL CAPITAL LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Investment advisory (plan)Code 27 | 23 | $17,740 | |
Other feesCode 99 | 4 | $22,685 | |
Other investment fees and expenses; Investment management fees paid directly by plan; Investment advisory (participants); Investment advisory (plan)Code 26 | 3 | $23,153 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the plan; Recordkeeping fees; Other feesCode 15 | 1 | $38,402 |
Competitor overlap
Percent of THREE BELL CAPITAL LLC'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 THREE BELL CAPITAL LLC.
| Sponsor | From | Assets |
|---|---|---|
IMPOSSIBLE FOODS, INC.CA · 453776939-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $55M |
SONOMA ACADEMYCA · 943343174-001 | (new plan) | $18M |
WINE.COMCA · 832539821-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $15M |
CCINTEGRATION INC.TX · 770197130-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $8M |
IR LABS DE, LLCIA · 874035214-001 | WILSHIRE ASSOCIATES INCORPORATED | $5M |
WINDWARD FUNDDC · 473522162-001 | (new plan) | $4M |
Plans lost in 2024
Appeared last year under THREE BELL CAPITAL LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
SILVACO, INC.CA · 201293457-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $15M |
MISSION ECONOMIC DEVELOPMENT AGENCYCA · 510187791-001 | NEWFRONT RETIREMENT SERVICES INC | $5M |
SKYLINE SECURITY MANAGEMENT, INC.CA · 201748419-001 | NEWFRONT RETIREMENT SERVICES INC | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TWILIO INC.CA · 262574840-001 | $629M | 5,753 | $71,559 | 7y | 1 |
PACE SUPPLY CORPORATIONCA · 680335304-003 | $99M | 1,738 | $30,000 | 7y | 1 |
NEW VENTURE FUNDDC · 205806345-001 | $58M | 984 | $46,717 | 6y | 1 |
IMPOSSIBLE FOODS, INC.CA · 453776939-001 | $55M | 765 | $33,770 | 1y | 1 |
HALL CAPITAL PARTNERS LLCCA · 943098822-001 | $51M | 358 | $12,999 | 7y | - |
CRYSTAL SPRINGS UPLANDS SCHOOLCA · 941247265-001 | $49M | 285 | $14,365 | 4y | - |
AWESOMECA · 753031560-001 | $43M | 222 | $66,589 | 7y | - |
24 7.AI, INC.CA · 943359939-002 | $35M | 362 | $41,538 | 7y | 1 |
THE ARCHER SCHOOL FOR GIRLSCA · 954463705-001 | $33M | 315 | $23,153 | 3y | - |
FLAGSHIP ENTERPRISES HOLDINGTX · 921160337-001 | $28M | 2,258 | $38,402 | 2y | 1 |
Flag exposure
77.4%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 THREE BELL CAPITAL LLC.
- THREE BELL CAPITAL
- THREE BELL CAPITAL LLC
- THREE BELL CAPITAL, LLC
- THREE BELL CAPITAL,LLC
- THREE OAKS WEALTH MANAGEMENT
- THREE OAKS WEALTH MGMT
- THREE RIVERS EXECUTIVE CONSULTING/N
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 THREE BELL CAPITAL LLC'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 | 11 | 35.48% | 1.71% | +33.77 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 10 | 32.26% | 1.76% | +30.50 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 THREE BELL CAPITAL LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).