WEALTH MANAGEMENT SYSTEMS INC
83 known aliases resolved via the canonical alias map
Market position · 2024
Plans served130+4 YoYRank #159 of mapped providers
Assets under administration$74.2B0.1%Market share · rank #197
Fees received$3MMedian $8,771/planSum across Schedule C direct + indirect
Net wins YoY+543 won · 38 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 WEALTH MANAGEMENT SYSTEMS INC plan look like?
Service mix · median fees per plan
Count of plans where WEALTH MANAGEMENT SYSTEMS INC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping fees; Account maintenance fees; Other servicesCode 49 | 57 | $0 | |
Investment advisory (plan); Other feesCode 27 | 38 | $20,847 | |
Investment management; Investment advisory (participants); Investment advisory (plan)Code 26 | 15 | $27,546 | |
Other feesCode 99 | 6 | $20,767 | |
Recordkeeping fees; Other fees; Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Other servicesCode 15 | 3 | $18,182 | |
Direct payment from the plan; Consulting (general)Code 16 | 3 | $43,748 | |
Investment management; Direct payment from the planCode 28 | 3 | $160,165 | |
Investment advisory (plan); Investment advisory (participants); Plan Administrator; Direct payment from the planCode 14 | 2 | $23,066 |
Competitor overlap
Percent of WEALTH MANAGEMENT SYSTEMS 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 WEALTH MANAGEMENT SYSTEMS INC.
| Sponsor | From | Assets |
|---|---|---|
ARCHER DANIELS MIDLAND COMPANYIL · 410129150-029 | AON CONSULTING | $2.3B |
US ACUTE CARE SOLUTIONSOH · 341807694-001 | MARCUM LLP | $1.9B |
DEPAUL UNIVERSITYIL · 362167048-001 | MULTNOMAH GROUP | $1.3B |
TTM TECHNOLOGIES, INC.CO · 911033443-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $625M |
PRIMORIS SERVICES CORPORATIONTX · 843707404-001 | T ROWE PRICE RPS INC | $401M |
UTZ QUALITY FOODS, LLCPA · 231292435-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $274M |
HIGH DESERT MEDICAL CORPORATIONCA · 953930862-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $245M |
MCPHS UNIVERSITYMA · 042104700-001 | THE ANGELL PENSION GROUP, INC. | $131M |
KONIAG, INC.AK · 920042743-001 | TRANSAMERICA RETIREMENT SOLUTIONS | $130M |
ARCTIC WOLF NETWORKS, INC.MN · 455078111-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $89M |
Plans lost in 2024
Appeared last year under WEALTH MANAGEMENT SYSTEMS INC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BLUE CROSS AND BLUE SHIELD OF FLORIDA, INC.FL · 592015694-002 | SS&C | $1.5B |
CALIFORNIA PHYSICIANS SERVICE, DBA BLUE SHIELD OF CACA · 940360524-002 | MERCER | $1.4B |
BLUE CROSS AND BLUE SHIELD OF SOUTH CAROLINASC · 570287419-002 | SS&C | $1.3B |
CAMBIA HEALTH SOLUTIONS, INC.OR · 931179316-002 | SS&C | $1.3B |
BLUE CROSS BLUE SHIELD OF TENNESSEETN · 620427913-002 | BLUE CROSS BLUE SHIELD OF TENNESSEE | $1.1B |
INFOR (US), INC.GA · 203469219-001 | CBIZ RETIREMENT PLAN SERVICES | $1.0B |
EXCELLUS HEALTH PLAN INC.NY · 150329043-002 | SS&C | $751M |
LOUISIANA HEALTH SERVICE & INDEMNITY COMPANYLA · 237384555-002 | SS&C | $594M |
BLUE CROSS AND BLUE SHIELD ASSOCIATIONIL · 135656874-002 | SS&C | $425M |
MERITUS MEDICAL CENTER, INC.MD · 520607949-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $339M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WALGREEN CO.IL · 361924025-001 | $14.5B | 254,452 | $0 | 5y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-069 | $12.4B | 68,452 | $0 | 9y | 2 |
DUKE ENERGY CORPORATIONNC · 202777218-002 | $11.3B | 35,031 | $0 | 4y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-068 | $7.9B | 45,227 | $0 | 9y | 1 |
PPG INDUSTRIES, INC.PA · 250730780-384 | $4.3B | 23,059 | $0 | 4y | 2 |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-003 | $2.5B | 38,968 | $0 | 7y | 3 |
ARCHER DANIELS MIDLAND COMPANYIL · 410129150-029 | $2.3B | 11,530 | $0 | 1y | 1 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-013 | $2.1B | 22,405 | $0 | 10y | 1 |
US ACUTE CARE SOLUTIONSOH · 341807694-001 | $1.9B | 10,132 | $0 | 1y | 2 |
GENERAL DYNAMICS CORPORATIONVA · 131673581-012 | $1.5B | 8,963 | $0 | 10y | 1 |
Flag exposure
84.6%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 (83)
Raw Schedule C names collapsed into WEALTH MANAGEMENT SYSTEMS INC.
- 180 WEALTH ADVISOR
- 1900 WEALTH MANAGEMENT LLC
- 360 WEALTH MANAGEMENT
- 360 WEALTH MANAGEMENT, LLC
- 360 WEALTH MANAGMENT
- 365 WEALTH MANAGEMENT
- 853 WEALTH MANAGEMENT
- 9258 WEALTH MANAGEMENT
- 9258 WEALTH MANAGEMENT LLC
- 9258 WEALTH MANAGEMENT, LLC
- C & J WEALTH ADVISORS
- C&N WEALTH MANAGEMENT
- CA WEALTH INDEPENDENT FINANCIAL
- CB&T WEALTH MANAGEMENT
- EP WEALTH MANAGEMENT
- F N B WEALTH MANAGEMENT
- F.N.B. WEALTH MANAGEMENT
- GB WEALTH MANAGEMENT GROUP
- HA & WEALTH AMANGEMENT, LLC
- HA & WEALTH MANAGEMENT, LLC
- HA&W WEALTH MANAEMENT, LLC
- HA&W WEALTH MANAGEMENT, LLV
- HA&W WEALTH MGMT LLC
- IP WEALTH MANAGEMENT
- MB WEALTH MANAGEMENT
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 WEALTH MANAGEMENT SYSTEMS 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 | 4 | 3.08% | 7.76% | -4.69 pp |
| Fidelity bond gap | 4 | 3.08% | 26.94% | -23.86 pp |
| Late contributions | 32 | 24.62% | 1.71% | +22.90 pp |
| Failed to provide benefit | 9 | 6.92% | 0.14% | +6.78 pp |
| Corrective distributions | 46 | 35.38% | 1.76% | +33.63 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 WEALTH MANAGEMENT SYSTEMS INC. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 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).