TRIAD ADVISORS INC
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served58-23 YoYRank #321 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3714
Fees received$1MMedian $12,692/planSum across Schedule C direct + indirect
Net wins YoY-219 won · 30 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 TRIAD ADVISORS INC plan look like?
Service mix · median fees per plan
Count of plans where TRIAD ADVISORS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other commissionsCode 55 | 21 | $14,317 | |
Other commissions; Investment advisory (plan)Code 27 | 19 | $12,881 | |
Other services; Other feesCode 49 | 5 | $6,966 | |
Recordkeeping fees; Other fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 3 | $11,016 | |
Investment advisory (participants)Code 26 | 3 | $3,036 | |
Other feesCode 99 | 2 | $15,374 | |
Contract AdministratorCode 13 | 1 | $0 | |
Insurance services; Insurance brokerage commissions and fees; Insurance agents and brokersCode 22 | 1 | $23,529 |
Competitor overlap
Percent of TRIAD 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 TRIAD ADVISORS INC.
| Sponsor | From | Assets |
|---|---|---|
AMERICANTCS FIDUCIARY SERVICES, LLCPA · 932789379-005 | AMERICANTCS FIDUCIARY SERVICES, LLC | $54M |
TONNESON & COMPANY, PCMA · 042943536-001 | (new plan) | $30M |
TROPICAL FINANCIAL CREDIT UNIONFL · 590637653-003 | GOLDMAN SACHS | $18M |
SENIOR MANAGEMENT SERVICES, LLCWA · 263988687-002 | ASCENSUS LLC | $11M |
GRAND RAPIDS FOAM TECHNOLOGIES, INCMI · 381812836-001 | CHARLES SCHWAB & CO., INC. | $9M |
HCI-BULLDOG, LLCNC · 472589833-001 | GLOBAL RETIREMENT PARTNERS LLC | $7M |
TROPICAL FINANCIAL CREDIT UNIONFL · 590637653-001 | GOLDMAN SACHS | $7M |
GRAND LODGE OF A.F. AND A.M. OF MARYLANDMD · 520226260-001 | R.L. COMPTON & ASSOCIATES, INC. | $4M |
W INTERNATIONAL SC, LLCSC · 832995647-001 | UNITED OF OMAHA | $4M |
Plans lost in 2024
Appeared last year under TRIAD ADVISORS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | MIRACLE MILE ADVISORS LLC | $1.3B |
LINEDATA SERVICES, INC.MA · 042905489-001 | GALLAGHER FIDUCIARY ADVISORS, LLC | $55M |
MIAMI HEAT LIMITED PARTNERSHIPFL · 592814942-001 | OSAIC WEALTH INC | $50M |
NASUNI CORPORATIONMA · 264010721-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $31M |
STAMBAUGH NESS, INC.PA · 232846715-002 | STONEBRIDGE | $28M |
NORTHLAND INVESTMENT CORPORATIONMA · 223137052-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $24M |
AMERICAN JEWISH WORLD SERVICE, INC.NY · 222584370-002 | (new plan) | $18M |
GOLDEN SVCS, LLCTN · 460864606-001 | OSAIC WEALTH INC | $18M |
LOGOPLASTE USA SYRACUSE, LLCIL · 260867311-001 | ADP BROKER-DEALER | $15M |
NORTH AMERICAN RESCUE, LLCSC · 271024029-001 | OSAIC WEALTH INC | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ALEXANDRIA REAL ESTATE EQUITIES, INC.CA · 954502084-001 | $208M | 716 | $178,173 | 4y | - |
PLAN FIDUCIARY SERVICES, INC.FL · 273523833-009 | $77M | 4,868 | $2,053 | 3y | - |
RMF ENGINEERING, INC.MD · 521279953-001 | $68M | 412 | $61,337 | 9y | 1 |
AMERICANTCS FIDUCIARY SERVICES, LLCPA · 932789379-005 | $54M | 3,341 | $11,511 | 1y | 2 |
EASTERN METAL SUPPLY, INC.FL · 592249307-001 | $50M | 1,020 | $34,779 | 10y | 1 |
LORING, WOLCOTT & COOLIDGE TRUST, LLCMA · 273396508-002 | $42M | 138 | $21,927 | 3y | 1 |
JOHNNYS PIZZA HOUSE, INC.LA · 720782161-003 | $40M | 652 | $9,940 | 10y | - |
WAREHOUSE HOME FURNISHINGS DISTRIBUTORS, INC.GA · 581142126-001 | $35M | 1,633 | $31,403 | 10y | - |
REDMANE TECHNOLOGY, LLCIL · 364375986-001 | $35M | 348 | $0 | 5y | - |
LEVIN, PAPANTONIO, PROCTOR, BUCHANAN, O'BRIEN, BARR & MOUGEY, P.A.FL · 591266412-002 | $33M | 208 | $0 | 3y | - |
Flag exposure
79.3%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 (22)
Raw Schedule C names collapsed into TRIAD ADVISORS INC.
- TRIAD ADVISOR
- TRIAD ADVISORS
- TRIAD ADVISORS INC
- TRIAD ADVISORS INC.
- TRIAD ADVISORS LLC
- TRIAD ADVISORS, INC
- TRIAD ADVISORS, INC.
- TRIAD ADVISORS, INC. 65-0824483
- TRIAD ADVISORS, LLC
- TRIAD ADVISORS, LLC.
- TRIAD COMMISSIONS DEPARTMENT
- TRIAD HYBRID SOLUTIONS
- TRIAD HYBRID SOLUTIONS LLC
- TRIAD HYBRID SOLUTIONS, INC.
- TRIAD HYBRID SOLUTIONS, LLC
- TRIAD INS INC
- TRIAD INS INC.
- TRIAD INSURANCE AGENCY INC
- TRIAD INSURANCE INC
- TRIAD INSURANCE INC.
- TRIAD INSURANCE, INC.
- TRIAD PLAN ADMINISTRATION
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 TRIAD 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 4 | 6.90% | 26.94% | -20.04 pp |
| Late contributions | 9 | 15.52% | 1.71% | +13.80 pp |
| Failed to provide benefit | 2 | 3.45% | 0.14% | +3.31 pp |
| Corrective distributions | 11 | 18.97% | 1.76% | +17.21 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 TRIAD ADVISORS INC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).