VALMARK ADVISERS INC
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served88+6 YoYRank #224 of mapped providers
Assets under administration$5.3B0.0%Market share · rank #1821
Fees received$2MMedian $26,104/planSum across Schedule C direct + indirect
Net wins YoY+614 won · 8 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 VALMARK ADVISERS INC plan look like?
Service mix · median fees per plan
Count of plans where VALMARK ADVISERS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other investment fees and expenses; Investment advisory (plan); Investment management; Investment management fees paid directly by planCode 27 | 52 | $26,104 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 13 | $18,382 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Recordkeeping fees; Other fees; Other services; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 8 | $30,799 | |
Other feesCode 99 | 5 | $23,842 | |
Investment advisory (participants); Investment advisory (plan); Consulting (pension); Investment managementCode 17 | 3 | $22,340 | |
Investment managementCode 28 | 3 | $8,112 | |
Other commissionsCode 55 | 2 | $18,423 | |
Other services; Other feesCode 49 | 1 | $14,667 |
Competitor overlap
Percent of VALMARK ADVISERS 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 VALMARK ADVISERS INC.
| Sponsor | From | Assets |
|---|---|---|
RADIOLOGY PARTNERS INCTX · 461413340-001 | LOCKTON INVESTMENT ADVISORS, LLC | $412M |
ELMET TECHNOLOGIES LLCME · 472668452-001 | ENVESTNET RETIREMENT SOLUTIONS, LLC | $99M |
MMG INSURANCE COMPANYME · 010021090-002 | CHESTER M. KEARNEY, CPA | $56M |
WOU HOLDINGS, INC.NH · 921339193-002 | THE ANGELL PENSION GROUP, INC. | $18M |
RLC ENGINEERING, LLCME · 205648923-001 | (new plan) | $16M |
RCD SALES COMPANYOH · 311041741-001 | (new plan) | $12M |
AROOSTOOK MENTAL HEALTH SERVICES, INC.ME · 010276859-001 | RETIREMENT SOLUTION GROUP | $10M |
NEWBURY FRANKLIN INDUSTRIALS LLCNY · 861817365-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $8M |
DENNIS BEVERAGE COMPANYME · 010206333-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $8M |
GOOD SHEPHERD FOOD BANK OF MAINEME · 222986809-001 | (new plan) | $7M |
Plans lost in 2024
Appeared last year under VALMARK ADVISERS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
HEXCEL CORPORATIONCT · 941109521-003 | STRATEGIC ADVISORS, INC. | $481M |
GATE GOURMET, INC.VA · 363333786-002 | TRANSAMERICA RETIREMENT SOLUTIONS | $93M |
CRYSTAL CLINIC ORTHOPAEDIC CENTER, LLCOH · 261130649-001 | CAP FINANCIAL PARTNERS, LLC | $47M |
TRAILER PARK, INC.CA · 202218294-003 | HIGHTOWER ADVISORS LLC | $47M |
W.D. MATTHEWS MACHINERY CO.ME · 010232180-001 | MORNINGSTAR | $12M |
CLEARWATER SERVICES INCORPORATEDOH · 472588898-001 | (new plan) | $7M |
GRAND DENTAL ASSOCIATES, PCIL · 203927440-002 | HIGHTOWER ADVISORS LLC | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TYLER TECHNOLOGIES, INC.TX · 752303920-002 | $1.2B | 8,914 | $50,000 | 8y | - |
BARNES & THORNBURG LLPIN · 350900596-002 | $754M | 1,916 | $8,959 | 4y | - |
PRINCIPAL LIFE INSURANCE COMPANYIA · 420127290-334 | $651M | 163,954 | $12,508 | 2y | 2 |
RADIOLOGY PARTNERS INCTX · 461413340-001 | $412M | 7,123 | $5,683 | 2y | 2 |
SPECTRUM HEALTHCARE PARTNERS, P.A.ME · 010510040-002 | $360M | 856 | $18,382 | 6y | - |
BRAUN INTERTEC CORPORATIONMN · 411684205-004 | $140M | 1,390 | $44,891 | 5y | 1 |
UNITED NETWORK FOR ORGAN SHARINGVA · 541327878-002 | $118M | 643 | $14,667 | 10y | 1 |
ELMET TECHNOLOGIES LLCME · 472668452-001 | $99M | 599 | $17,541 | 1y | - |
HEALTH CAROUSEL LLCOH · 201601546-001 | $80M | 4,116 | $34,006 | 4y | - |
HUSSEY CORPORATIONME · 010199368-001 | $59M | 414 | $30,193 | 10y | - |
Flag exposure
73.9%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 (18)
Raw Schedule C names collapsed into VALMARK ADVISERS INC.
- VALLMARK ADVISERS, INC.
- VALMARK
- VALMARK / THOMAS OLEXA
- VALMARK ADVISERS
- VALMARK ADVISERS INC
- VALMARK ADVISERS INC.
- VALMARK ADVISERS, INC
- VALMARK ADVISERS, INC.
- VALMARK ADVISORS
- VALMARK ADVISORS INC
- VALMARK ADVISORS, INC
- VALMARK ADVISORS, INC.
- VALMARK SECURITES INC.
- VALMARK SECURITIES
- VALMARK SECURITIES INC
- VALMARK SECURITIES INC.
- VALMARK SECURITIES, INC
- VALMARK SECURITIES, 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 VALMARK ADVISERS 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 | 1 | 1.14% | 7.76% | -6.63 pp |
| Fidelity bond gap | 4 | 4.55% | 26.94% | -22.40 pp |
| Late contributions | 16 | 18.18% | 1.71% | +16.47 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 14 | 15.91% | 1.76% | +14.15 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 VALMARK ADVISERS 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).