Resources Investment Advisors
advisor137 known aliases resolved via the canonical alias map
Market position · 2024
Plans served345-300 YoYRank #65 of mapped providers
Assets under administration$25.1B0.0%Market share · rank #559
Fees received$13MMedian $18,013/planSum across Schedule C direct + indirect
Net wins YoY-29271 won · 363 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 Resources Investment Advisors plan look like?
Service mix · median fees per plan
Count of plans where Resources Investment Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Other feesCode 28 | 117 | $6,175 | |
Other investment fees and expenses; Investment advisory (plan)Code 27 | 102 | $29,570 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the planCode 15 | 72 | $22,025 | |
Investment management; Investment advisory (plan); Investment advisory (participants); Investment management fees paid directly by planCode 26 | 27 | $10,907 | |
Investment advisory (plan); Consulting (general)Code 16 | 18 | $53,958 | |
Other feesCode 99 | 4 | $21,896 | |
Investment management fees paid directly by plan; Consulting (pension); Direct payment from the planCode 17 | 3 | $6,452 | |
Contract Administrator; Other feesCode 13 | 2 | $8,628 |
Competitor overlap
Percent of Resources Investment Advisors'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 Resources Investment Advisors.
| Sponsor | From | Assets |
|---|---|---|
MOSAIC HEALTH SYSTEMMO · 431283316-002 | Empower | $453M |
O.C. TANNER COMPANYUT · 870182665-001 | Empower | $346M |
GRESHAM SMITHTN · 620794126-001 | Empower | $225M |
OERLIKON USA HOLDING, INC.NY · 952549713-001 | OneDigital Topco LLC | $220M |
DREAM FINDERS HOMES, LLCFL · 270528991-001 | John Hancock | $98M |
ICAPITAL NETWORK, INC.NY · 462479130-001 | Stonestreet Equity | $85M |
BATESCAREY LLPIL · 364321906-001 | Empower | $62M |
LITTLE RED SCHOOL HOUSENY · 135562268-001 | (new plan) | $57M |
LODGE MANUFACTURING COMPANYTN · 620273720-002 | Empower | $46M |
ROBINSON MANUFACTURING COMPANY, INC.TN · 620342255-002 | Empower | $46M |
Plans lost in 2024
Appeared last year under Resources Investment Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
HARTFORD HEALTHCARE CORPORATIONCT · 222672834-003 | WTW | $2.3B |
PMG SERVICES, INC.FL · 650271219-001 | Strategic Advisers | $1.6B |
CARDTRONICS USA, INC.GA · 760419117-005 | OneDigital | $1.1B |
LVMH INC.NY · 133870253-002 | Weaver & Tidwell LLP | $954M |
VERTIV GROUP CORPORATIONOH · 813496944-001 | Vanguard | $950M |
MITCHELL INTERNATIONAL INCCA · 943355101-001 | SageView | $623M |
HOLMAN AUTOMOTIVE GROUP, INC.NJ · 210610247-002 | OneDigital | $588M |
RALEY'SCA · 941316611-012 | SageView | $584M |
NEW YORK BLOOD CENTERNY · 131949477-001 | New York Blood Center | $467M |
ANDRITZ INC.NC · 141438713-001 | SageView | $447M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PAYCHEX RETIREMENT LLCNY · 853275179-001 | $1.8B | 661,036 | $15,853 | 2y | 2 |
GARNEY HOLDING COMPANYMO · 430990829-001 | $1.7B | 2,583 | $67,973 | 8y | - |
LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTHRI · 222861978-002 | $1.3B | 11,358 | $62,345 | 5y | - |
LIFESPAN CORPORATION, DBA BROWN UNIVERSITY HEALTHRI · 222861978-005 | $1.2B | 23,702 | $51,915 | 6y | 1 |
LES SCHWAB WAREHOUSE CENTER, LLCOR · 930470437-333 | $865M | 8,803 | $1M | 10y | - |
WELLESLEY COLLEGEMA · 042103637-002 | $787M | 3,804 | $8,309 | 10y | - |
CUBIC CORPORATIONCA · 951678055-001 | $634M | 4,217 | $16,250 | 3y | 1 |
WAYNE FARMS LLCGA · 582530930-020 | $596M | 28,874 | $860,697 | 2y | 1 |
NICE SYSTEMS, INC.NJ · 770250126-001 | $545M | 4,861 | $353,503 | 3y | 1 |
UPMC PINNACLEPA · 251778658-002 | $521M | 14,715 | $42,228 | 5y | - |
Flag exposure
83.5%Market: 89.1%
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 (137)
Raw Schedule C names collapsed into Resources Investment Advisors.
- HARRIS WEALTH MGMT GROUP
- HARRISION STREET
- HARRISON ACCOUNTING GROUP
- HARRISON ACCOUNTING GROUP, INC.
- HARRISON GLOBAL LLC
- HARRISON ST CORE PROP FD LP
- HARRISON ST REAL ESTATE CAPITAL LLC
- HARRISON STEEL CASTING CO.
- HARRISON STREET REAL ESTATE PRTNR V
- HARRISON WALDROP & UHEREK
- HARRISON WOLFE
- HARRY ALBERTI
- HARRY J POTTER FIA
- HARRY K. FRIEDMAN
- HARRY KEIR OXLEY DBA DOUBLE BA
- HARRY KERSAW
- HARRY MANISCALCO
- HARRY REED, LLC
- HARRY REIFF
- HARRY ROSENBERG
- HARRY VERAS
- HARSCH INVESTMENT CORP
- HART CAPITAL MANAGEMENT
- HART CAPITAL MANAGEMENT INC
- HART CAPITAL MANAGEMENT INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Resources Investment Advisors'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 | 7 | 2.03% | 7.76% | -5.73 pp |
| Fidelity bond gap | 23 | 6.67% | 26.94% | -20.27 pp |
| Late contributions | 90 | 26.09% | 1.71% | +24.37 pp |
| Failed to provide benefit | 2 | 0.58% | 0.14% | +0.44 pp |
| Corrective distributions | 105 | 30.43% | 1.76% | +28.68 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 Resources Investment Advisors. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 pp vs incumbent
Frequent partners by role
Who else shows up on Resources Investment Advisors's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Kilpatrick Townsend & Stockton LLP | 3 | 0.9% |
| Nixon Peabody LLP | 2 | 0.6% |
| Fenner Melstrom & Dooling PLC | 1 | 0.3% |
| Holland & Knight LLP | 1 | 0.3% |
| McNees Wallace & Nurick LLC | 1 | 0.3% |
| Pillsbury Winthrop Shaw Pittman LLP | 1 | 0.3% |
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).