VERUS
17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served86Rank #230 of mapped providers
Assets under administration$40.8B0.0%Market share · rank #378
Fees received$9MMedian $73,793/planSum across Schedule C direct + indirect
Net wins YoY+07 won · 7 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 VERUS plan look like?
Service mix · median fees per plan
Count of plans where VERUS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 49 | $73,750 | |
Investment management fees paid directly by plan; Consulting (pension); Investment advisory (plan)Code 17 | 27 | $75,000 | |
Investment advisory (plan); Direct payment from the plan; Consulting (general)Code 16 | 6 | $42,584 | |
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 4 | $100,353 |
Competitor overlap
Percent of VERUS'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 VERUS.
| Sponsor | From | Assets |
|---|---|---|
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | WILSON-MCSHANE CORPORATION | $4.5B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND-MD · 526073909-002 | SUNTRUST BANKS, INC. | $644M |
WESTERN STATES 401(K) RETIREMENT FUND OF THE OPEIU BOARD OF TRUSTEESOR · 936026077-001 | (new plan) | $69M |
Plans lost in 2024
Appeared last year under VERUS; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONFLUENCE HEALTHWA · 910647181-001 | WURTS ASSOCIATES | $627M |
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | ALASKA EXECUTIVE SEARCH INC | $500M |
APRIA HEALTHCARE GROUP INC.CA · 330488566-003 | (new plan) | $350M |
JACK IN THE BOX INC.CA · 952698708-001 | AON CONSULTING | $297M |
WESTFIELD, LLCCA · 954428920-001 | WURTS ASSOCIATES | $217M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $441,423 | 9y | - |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | $4.5B | 95,494 | $671,005 | 1y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $560,000 | 9y | - |
J.R. SIMPLOT COMPANYID · 820196611-004 | $1.6B | 12,517 | $107,809 | 9y | 1 |
BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUSTWA · 916022315-001 | $1.5B | 19,989 | $123,000 | 10y | - |
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | $1.3B | 8,704 | $105,000 | 10y | - |
HANFORD PENSION AND SAVINGS PLANS COMMITTEEWA · 900501441-002 | $1.3B | 5,900 | $73,836 | 10y | 1 |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | $1.3B | 6,486 | $129,470 | 10y | - |
BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLANWA · 916029141-001 | $1.3B | 10,360 | $161,667 | 10y | - |
HANFORD PENSION & SAVINGS PLANS COMMITTEEWA · 900501441-003 | $1.2B | 7,714 | $284,996 | 10y | - |
Flag exposure
95.3%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 (17)
Raw Schedule C names collapsed into VERUS.
- VERUS
- VERUS ADIVOSRY, INC.
- VERUS ADIVSORY, INC.
- VERUS ADVISORS
- VERUS ADVISORS INC
- VERUS ADVISORS, INC
- VERUS ADVISORS, INC.
- VERUS ADVISORY
- VERUS ADVISORY , INC.
- VERUS ADVISORY INC
- VERUS ADVISORY INC.
- VERUS ADVISORY, INC
- VERUS ADVISORY, INC.
- VERUS ADVISORY, LLC
- VERUS CAPITAL
- VERUS INVESTMENT ADVISORY
- VERUS INVESTMENTS
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 VERUS'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 | 1.16% | 7.76% | -6.60 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 14 | 16.28% | 1.71% | +14.57 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 4.65% | 1.76% | +2.89 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 VERUS. 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).