The Rock Creek Group
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3258 of mapped providers
Assets under administration$17.7B0.0%Market share · rank #769
Fees received$282,902Median $53,934/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 The Rock Creek Group plan look like?
Service mix · median fees per plan
Count of plans where The Rock Creek Group 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 | 3 | $68,542 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $14,403 |
Competitor overlap
Percent of The Rock Creek Group'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 The Rock Creek Group.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under The Rock Creek Group; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $68,542 | 9y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $39,325 | 5y | - |
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSIONCT · 061065206-001 | $470M | 12,913 | $160,632 | 10y | - |
ROBERTS OXYGEN COMPANY, INC.MD · 520822869-002 | $201M | 873 | $14,403 | 8y | - |
Flag exposure
100.0%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 (7)
Raw Schedule C names collapsed into The Rock Creek Group.
- HERITAGE INVESTORS
- ROCK CREEK GROUP
- ROCK CREEK GROUP (RCKB)
- THE ROCK CREEK
- THE ROCK CREEK GROUP
- THE ROCK CREEK GROUP LP
- THE ROCK CREEK GROUP, LP
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 The Rock Creek Group'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 The Rock Creek Group. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on The Rock Creek Group'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 |
|---|---|---|
| Abato, Rubenstein & Abato, P.A. | 1 | 25.0% |
| Jacob, Burns, Orlove & Hernandez | 1 | 25.0% |
| LOCKE LORD LLP | 1 | 25.0% |
| Reinhart Boerner Van Deuren S.C. | 1 | 25.0% |
| SEMO Law Group | 1 | 25.0% |
| Seyfarth Shaw LLP | 1 | 25.0% |
| Shanley A Professional Corp | 1 | 25.0% |
| Slevin & Hart PC | 1 | 25.0% |