VERSUS ADVISORY, INC.
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #2509 of mapped providers
Assets under administration$1.5B0.0%Market share · rank #3601
Fees received$311,500Median $51,250/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 VERSUS ADVISORY, INC. plan look like?
Service mix · median fees per plan
Count of plans where VERSUS ADVISORY, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 2 | $0 | |
Direct payment from the plan; Consulting (pension); Investment advisory (plan)Code 17 | 1 | $209,000 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $102,500 |
Competitor overlap
Percent of VERSUS ADVISORY, 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 VERSUS ADVISORY, INC..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under VERSUS ADVISORY, INC.; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, OREGON RETAIL EMPLOYEES PENSIONOR · 936074377-001 | $1.1B | 56,361 | $209,000 | 5y | - |
BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUNDWA · 946128032-001 | $295M | 3,434 | $102,500 | 3y | - |
YORK BUILDING PRODUCTS CO., INC.PA · 231531886-001 | $101M | 665 | $0 | 2y | 1 |
STEWART & TATE, INC.PA · 231624612-002 | $28M | 314 | $0 | 2y | 1 |
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 (4)
Raw Schedule C names collapsed into VERSUS ADVISORY, INC..
- VERSUS
- VERSUS ADVISORY, INC
- VERSUS ADVISORY, INC.
- VERSUS CAPITAL, LLC.
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 VERSUS ADVISORY, 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 | 2 | 50.00% | 1.76% | +48.24 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 VERSUS ADVISORY, 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