WHITESTAR ADVISORS, LLC
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+2 YoYRank #787 of mapped providers
Assets under administration$13.6B0.0%Market share · rank #944
Fees received$2MMedian $60,000/planSum across Schedule C direct + indirect
Net wins YoY+23 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 WHITESTAR ADVISORS, LLC plan look like?
Service mix · median fees per plan
Count of plans where WHITESTAR ADVISORS, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 13 | $82,910 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 3 | $25,000 | |
Investment management; Custodial (securities); Investment management fees paid directly by planCode 19 | 1 | $97,083 | |
Investment management fees paid directly by plan; Other servicesCode 49 | 1 | $46,258 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $31,250 |
Competitor overlap
Percent of WHITESTAR ADVISORS, LLC'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 WHITESTAR ADVISORS, LLC.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | ASB CAPITAL MANAGEMENT | $481M |
BOARD OF TRUSTEES, U.A. LOCAL NO. 447 PENSION FUNDCA · 946269669-001 | CHRIS MCDANIEL | $244M |
BOARD OF TRUSTEES OF CATV INDUSTRY - IBEW PENSION PLANHI · 816703160-001 | BLACKSAND CAPITAL, LLC | $98M |
Plans lost in 2024
Appeared last year under WHITESTAR ADVISORS, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, PIPE TRADES DISTRICT COUNCIL NO 36CA · 946082956-001 | US BANK | $345M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $97,083 | 5y | - |
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $292,497 | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $287,480 | 9y | - |
BOARD OF TRUSTEES, U.A. LOCAL 467 PENSION TRUSTCA · 942353807-005 | $859M | 1,960 | $101,000 | 10y | - |
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | $481M | 3,492 | $5,085 | 9y | - |
BOARD OF TRUSTEES OF THE TWIN CITY IRONWORKERS PENSION FUNDMN · 416084127-001 | $454M | 3,447 | $9,586 | 10y | - |
HAWAII ELECTRICIANS ANNUITY PLANHI · 996020486-001 | $450M | 4,113 | $133,805 | 9y | - |
BD OF TRUSTEES IUOE LOCAL 30 PENSION FUNDNY · 516045848-001 | $367M | 4,999 | $117,190 | 10y | - |
HAWAII ELECTRICIANS PENSION PLANHI · 996005391-002 | $362M | 3,427 | $398,648 | 8y | - |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | $319M | 2,214 | $82,910 | 6y | - |
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 WHITESTAR ADVISORS, LLC.
- WHITE STAR ADVISORS
- WHITE STAR ADVISORS, L L C
- WHITE STAR ADVISORS, LLC
- WHITESTAR
- WHITESTAR ADVISORS
- WHITESTAR ADVISORS LLC
- WHITESTAR ADVISORS, 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 WHITESTAR ADVISORS, LLC'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 | 0 | 0.00% | 1.76% | -1.76 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 WHITESTAR ADVISORS, LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent