Strategic Investment Group
advisor2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-1 YoYRank #1702 of mapped providers
Assets under administration$3.6B0.0%Market share · rank #1903
Fees received$7MMedian $311,507/planSum across Schedule C direct + indirect
Net wins YoY+01 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 Strategic Investment Group plan look like?
Service mix · median fees per plan
Count of plans where Strategic Investment Group ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan)Code 27 | 4 | $203,692 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $450,687 | |
Trustee (individual)Code 20 | 1 | $135,755 |
Competitor overlap
Percent of Strategic Investment 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 Strategic Investment Group.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Strategic Investment 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 |
|---|---|---|---|---|---|
JOHNS HOPKINS HEALTH SYSTEM CORPORATIONMD · 521465301-333 | $2.3B | 16,291 | $4M | 6y | - |
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-001 | $546M | 2,802 | $1M | 10y | - |
THE COLONIAL WILLIAMSBURG FOUNDATIONVA · 540505888-001 | $260M | 3,806 | $335,037 | 6y | - |
TELEDYNE TECHNOLOGIES INCORPORATEDCA · 251843385-003 | $180M | 643 | $450,687 | 2y | - |
JOHNS HOPKINS HOSPITALMD · 520591656-003 | $171M | 3,694 | $287,976 | 6y | - |
FOREST LAWN MEMORIAL-PARK ASSOCCA · 950743320-333 | $85M | 1,995 | $135,755 | 10y | - |
SUBURBAN HOSPITAL INCORPORATEDMD · 520610545-001 | $65M | 2,795 | $119,408 | 5y | - |
JOHNS HOPKINS BAYVIEW MEDICAL CENTER,INC REPRESENTED EMPLOYEES PENSIONMD · 522342890-002 | $31M | 809 | $59,274 | 1y | - |
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 (2)
Raw Schedule C names collapsed into Strategic Investment Group.
- STRATEGIC INVESTMENT COUNSEL CORPOR
- STRATEGIC INVESTMENT GROUP
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 Investment 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 Strategic Investment 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 Strategic Investment 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 |
|---|---|---|
| Ballard Spahr LLP | 1 | 12.5% |