VERATIS INSTITUTIONAL ADVISORS, INC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2181 of mapped providers
Assets under administration$2.5B0.0%Market share · rank #2793
Fees received$352,021Median $60,000/planSum across Schedule C direct + indirect
Net wins YoY+01 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 VERATIS INSTITUTIONAL ADVISORS, INC plan look like?
Service mix · median fees per plan
Count of plans where VERATIS INSTITUTIONAL ADVISORS, INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 2 | $104,260 | |
Consulting (general)Code 16 | 1 | $67,682 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 1 | $15,819 | |
Direct payment from the plan; Investment managementCode 28 | 1 | $60,000 |
Competitor overlap
Percent of VERATIS INSTITUTIONAL 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 VERATIS INSTITUTIONAL ADVISORS, INC.
| Sponsor | From | Assets |
|---|---|---|
CARY OIL CO., INC.NC · 560852011-001 | RESOURCES INVESTMENT ADVISORS LLC | $30M |
Plans lost in 2024
Appeared last year under VERATIS INSTITUTIONAL ADVISORS, INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BALD HEAD ISLAND LIMITED, LLCNC · 561370414-001 | (new plan) | $4M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FROEDTERT THEDACARE HEALTH, INC.WI · 392014409-003 | $2.2B | 20,574 | $148,520 | 6y | 1 |
SAUK PRAIRIE HEALTHCARE, INC.WI · 390872080-002 | $121M | 953 | $67,682 | 6y | 1 |
CLARKSTON-POTOMAC GROUP, INC.NC · 541606655-001 | $108M | 557 | $60,000 | 10y | 1 |
ELECTRICAL EQUIPMENT COMPANYNC · 560213900-002 | $30M | 310 | $60,000 | 10y | - |
CARY OIL CO., INC.NC · 560852011-001 | $30M | 225 | $15,819 | 1y | - |
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 VERATIS INSTITUTIONAL ADVISORS, INC.
- VERATIS ADVISORS
- VERATIS ADVISORS INC
- VERATIS ADVISORS, INC.
- VERATIS INSTITUTIONAL ADVISORS, INC
- VERATIS INVESTMENT GROUP INC
- VERATIS INVESTMENT GROUP, INC
- VERATIS INVESTMENT GROUP, 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 VERATIS INSTITUTIONAL 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 | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 60.00% | 1.76% | +58.24 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 VERATIS INSTITUTIONAL ADVISORS, INC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent