Aberdeen Asset Management
advisor38 known aliases resolved via the canonical alias map
Market position · 2024
Plans served26-5 YoYRank #696 of mapped providers
Assets under administration$79.7B0.1%Market share · rank #190
Fees received$11MMedian $47,267/planSum across Schedule C direct + indirect
Net wins YoY-52 won · 7 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 Aberdeen Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Aberdeen Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 17 | $56,099 | |
Investment management fees paid directly by planCode 51 | 3 | $17,013 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by planCode 21 | 2 | $17,458 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $950 | |
Custodial (securities); Investment management fees paid directly by planCode 19 | 1 | $603,750 | |
Soft dollars commissions; Investment advisory (plan); Direct payment from the plan; Investment management; Investment management fees paid directly by planCode 27 | 1 | $266,674 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of Aberdeen Asset Management'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 Aberdeen Asset Management.
| Sponsor | From | Assets |
|---|---|---|
IRON WORKERS LOCAL NO. 12 PENSION FUNDCT · 141512731-001 | MCCULLOUGH, BERNICE | $31M |
Plans lost in 2024
Appeared last year under Aberdeen Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
DEUTSCHE BANK AMERICAS HOLDING CORPORATIONNY · 133645372-001 | NISA Investment Advisors | $1.1B |
H N S MANAGEMENT COMPANY INCCT · 061002064-001 | USI Consulting Group | $288M |
BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PAPA · 251283169-001 | TONI DICLEMENTE | $281M |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | LM Capital Group LLC | $171M |
LOCAL 463 PENSION FUND BOARD OF TRUSTEESNY · 111800729-001 | JEAN LEWIS | $87M |
H N S MANAGEMENT COMPANY INCCT · 061002064-002 | USI Consulting Group | $70M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $2M | 10y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $2M | 10y | 1 |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $803,659 | 8y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $971,927 | 8y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $822,922 | 10y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $3M | 10y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $603,750 | 6y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $266,674 | 10y | - |
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | $1.3B | 27,316 | $16,096 | 9y | - |
Flag exposure
96.2%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 (38)
Raw Schedule C names collapsed into Aberdeen Asset Management.
- 401K ADMINISTRATORS, INC
- 401K ADMINISTRATORS, INC.
- 401K ADMINISTRSTORS, INC.
- 401K ADVISORS - ARIZONA
- 401K ADVISORS INC. - ARIZONA
- 401K ADVISORS INTERMOUNTAIN
- 401K ADVISORS- ARIZONA
- 401K BENEFIT CONSULTANTS, LLC
- 401K BFSG, INC.
- ABERDEEN
- ABERDEEN ASSET MANAGEMENT
- ABERDEEN ASSET MANAGEMENT INC
- ABERDEEN ASSET MANAGEMENT INC.
- ABERDEEN ASSET MANAGEMENT, INC
- ABERDEEN ASSET MANAGEMENT, INC.
- ABERDEEN ASSET MANAGEMENT, LLC
- ABERDEEN ASSET MANAGERS LIMITED
- ABERDEEN ASSET MANAGMENT
- ABERDEEN ASSET MANAGMENT, INC.
- ABERDEEN ASSET MGT., INC.
- ABERDEEN CAPITAL MANAGEMENT
- ABERDEEN CAPITAL MANAGEMENT, LLC
- ABERDEEN EMERGING MARKET EQUITY CIT
- ABERDEEN EMERGING MARKETS
- ABERDEEN EMERGING MARKETS EQUITY FU
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 Aberdeen Asset Management'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 | 3.85% | 7.76% | -3.92 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 3.85% | 1.71% | +2.13 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 3.85% | 1.76% | +2.09 pp |
| Loss discovered | 1 | 3.85% | 0.00% | +3.84 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Aberdeen Asset Management. 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 Aberdeen Asset Management'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 |
|---|---|---|
| Mitchell Silberberg & Knupp LLP | 2 | 7.7% |
| Seyfarth Shaw LLP | 2 | 7.7% |
| Watkins Pawlick Calati & Prifti PC | 2 | 7.7% |
| Arnold Newbold Sollars & Hollins PC | 1 | 3.9% |
| Barlow & Coughran, P.S. | 1 | 3.9% |
| Blitman & King LLP | 1 | 3.9% |
| Brownstein Hyatt Farber Schreck LLP | 1 | 3.9% |
| Ferraiuoli LLC | 1 | 3.9% |
| Kauff McGuire & Margolis LLP | 1 | 3.9% |
| Lipsitz Green Scime Cambria LLP | 1 | 3.9% |