Strategic Benefit Advisors, Inc.
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served18-1 YoYRank #943 of mapped providers
Assets under administration$35.3B0.0%Market share · rank #427
Fees received$4MMedian $61,722/planSum across Schedule C direct + indirect
Net wins YoY-14 won · 5 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 Strategic Benefit Advisors, Inc. plan look like?
Service mix · median fees per plan
Count of plans where Strategic Benefit Advisors, Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Contract Administrator; Direct payment from the plan; Consulting (general)Code 13 | 6 | $102,773 | |
Direct payment from the plan; Consulting (general)Code 16 | 5 | $61,479 | |
Direct payment from the plan; Consulting (pension)Code 17 | 3 | $158,341 | |
Direct payment from the plan; Consulting (pension); ActuarialCode 11 | 2 | $126,448 | |
Direct payment from the plan; Plan AdministratorCode 14 | 1 | $34,613 | |
Investment advisory (plan)Code 27 | 1 | $12,618 |
Competitor overlap
Percent of Strategic Benefit Advisors, 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 Strategic Benefit Advisors, Inc..
| Sponsor | From | Assets |
|---|---|---|
GRAPHIC PACKAGING INTERNATIONAL, LLCGA · 840772929-007 | Fidelity Investments | $1.3B |
GRAPHIC PACKAGING INTERNATIONAL, LLCGA · 840772929-008 | Fidelity Investments | $566M |
CATERPILLAR INC.TX · 370602744-037 | Northern Trust | $51M |
PROGRESS RAIL LOCOMOTIVE INC.IL · 201932740-002 | Alight | $17M |
Plans lost in 2024
Appeared last year under Strategic Benefit Advisors, Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
GLACIER BANCORP, INC.MT · 810519541-002 | Empower | $485M |
DIGITAL INSURANCE, LLCGA · 582522668-001 | Fidelity Investments | $307M |
CATERPILLAR INC.TX · 370602744-039 | PwC | $50M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CATERPILLAR INC.TX · 370602744-035 | $18.8B | 60,357 | $753,057 | 10y | - |
CATERPILLAR INC.TX · 370602744-002 | $9.2B | 38,251 | $834,635 | 10y | - |
CATERPILLAR INC.TX · 370602744-001 | $2.4B | 23,789 | $545,556 | 10y | - |
GRAPHIC PACKAGING INTERNATIONAL, LLCGA · 840772929-007 | $1.3B | 12,209 | $61,479 | 1y | 2 |
CATERPILLAR INC.TX · 370602744-033 | $749M | 9,809 | $187,733 | 10y | - |
GRAPHIC PACKAGING INTERNATIONAL, LLCGA · 840772929-008 | $566M | 6,655 | $60,903 | 1y | 1 |
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITYOH · 316108920-001 | $533M | 8,817 | $34,613 | 10y | - |
TE CONNECTIVITY CORPORATIONPA · 230332575-045 | $513M | 5,471 | $158,341 | 8y | - |
SOLAR TURBINES INCORPORATEDCA · 953621514-013 | $423M | 2,057 | $17,813 | 10y | - |
SOLAR TURBINES INCORPORATEDCA · 953621514-006 | $274M | 2,315 | $17,769 | 10y | - |
Flag exposure
83.3%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 (12)
Raw Schedule C names collapsed into Strategic Benefit Advisors, Inc..
- IVYFUNDS
- IWDC OF SO OH PENSION TRUST
- STATEGIC BENEFIT ADVISORS
- STRATEGIC BENEFIT ADIVSORS
- STRATEGIC BENEFIT ADVISORS
- STRATEGIC BENEFIT ADVISORS, INC.
- STRATEGIC BENEFIT SOLUTIONS, INC.
- STRATEGIC BENEFITS ADVISORS
- STRATEGIC BENEFITS ADVISORS INC
- STRATEGIC BENEFITS ADVISORS, INC
- STRATEGIC BENEFITS ADVISORS, INC.
- STRATEGIC BENEFITS ADVISORS. 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 Strategic Benefit Advisors, 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 | 1 | 5.56% | 7.76% | -2.21 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 11.11% | 1.71% | +9.40 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.56% | 1.76% | +3.80 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 Strategic Benefit Advisors, Inc.. 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 Strategic Benefit Advisors, Inc.'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 |
|---|---|---|
| Smith Gambrell & Russell, LLP | 2 | 11.1% |
| Faulkner, Hoffman & Phillips, LLP | 1 | 5.6% |
| Morgan Lewis & Bockius LLP | 1 | 5.6% |
| Vinson & Elkins LLP | 1 | 5.6% |