Sagitec Solutions LLC
other3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #5346 of mapped providers
Assets under administration$13.0B0.0%Market share · rank #989
Fees received$748,552Median $374,276/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 Sagitec Solutions LLC plan look like?
Service mix · median fees per plan
Count of plans where Sagitec Solutions LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $210,827 | |
Direct payment from the plan; Other servicesCode 49 | 1 | $537,725 |
Competitor overlap
Percent of Sagitec Solutions 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 Sagitec Solutions LLC.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Sagitec Solutions LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $210,827 | 6y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $537,725 | 9y | - |
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 (3)
Raw Schedule C names collapsed into Sagitec Solutions LLC.
- HOLLEY, ROSEN & BEARD
- SAGITEC SOLUTIONS LLC
- SAGITEC SOLUTIONS, LLC
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 Sagitec Solutions 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 Sagitec Solutions 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
Frequent partners by role
Who else shows up on Sagitec Solutions LLC'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 |
|---|---|---|
| Artisan Funds | 2 | 100.0% |
| eVestment Alliance | 2 | 100.0% |
| 1919 Investment Counsel | 1 | 50.0% |
| 3(16) Fiduciary Services Corp | 1 | 50.0% |
| 415 Group | 1 | 50.0% |
| 9258 Wealth Management LLC | 1 | 50.0% |
| Aberdeen Asset Management | 1 | 50.0% |
| Arrowstreet Capital | 1 | 50.0% |
| Asset Mark Inc | 1 | 50.0% |
| BCA Research | 1 | 50.0% |