Alvarez & Marsal
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+1 YoYRank #1786 of mapped providers
Assets under administration$13.1B0.0%Market share · rank #992
Fees received$434,585Median $27,403/planSum across Schedule C direct + indirect
Net wins YoY+15 won · 4 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 Alvarez & Marsal plan look like?
Service mix · median fees per plan
Count of plans where Alvarez & Marsal ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 7 | $27,403 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 1 | $185,848 | |
Other services; Direct payment from the planCode 49 | 1 | $7,287 |
Competitor overlap
Percent of Alvarez & Marsal'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 Alvarez & Marsal.
| Sponsor | From | Assets |
|---|---|---|
NESTLE USA, INC. SAVINGS PLAN ADMINISTRATIONOH · 951572209-200 | Voya | $7.5B |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | NAPIER, MARGARET EMANUELE | $2.3B |
COTTAGE HEALTHCA · 770431902-001 | NEPC LLC | $890M |
LIBERTY MEDIA CORPORATIONCO · 371699499-001 | BDO | $108M |
Plans lost in 2024
Appeared last year under Alvarez & Marsal; not this year.
| Sponsor | To | Assets |
|---|---|---|
JANUS CAPITAL GROUP INC.CO · 431804048-003 | Hogan Lovells | $469M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NESTLE USA, INC. SAVINGS PLAN ADMINISTRATIONOH · 951572209-200 | $7.5B | 50,509 | $74,246 | 1y | 1 |
BOARD OF TRUSTEES OF THE BUILDING SERVICE 32BJ SUPPLEMENTALNY · 133507075-001 | $2.6B | 122,833 | $7,287 | 2y | 1 |
BALL CORPORATIONCO · 350160610-001 | $901M | 9,883 | $9,000 | 5y | - |
COTTAGE HEALTHCA · 770431902-001 | $890M | 5,426 | $185,848 | 1y | 1 |
SRS DISTRIBUTION INC.TX · 261965852-001 | $575M | 12,672 | $64,089 | 2y | 1 |
BAE SYSTEMS, INC.VA · 223537950-053 | $417M | 4,891 | $17,500 | 1y | - |
BALL CORPORATIONCO · 350160610-035 | $165M | 3,933 | $9,000 | 5y | - |
LIBERTY MEDIA CORPORATIONCO · 371699499-001 | $108M | 396 | $40,212 | 3y | - |
M&C HOTEL INTERESTS, INC.CO · 841184493-003 | $51M | 1,069 | $27,403 | 7y | 1 |
Flag exposure
77.8%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 (20)
Raw Schedule C names collapsed into Alvarez & Marsal.
- ADVENT INTERNATIONAL GPE VII-B L.P.
- ADVENT INTERNATIONAL GPE X-C LIMITE
- ADVENT SYSTEMS, INC.
- ADVENTUS US REALTY 12 LP
- ADVENTUS US REALTY 4 LP
- ALVAREZ & MARSAL
- ALVAREZ & MARSAL HOLDINGS
- ALVAREZ & MARSAL HOLDINGS LLC
- ALVAREZ & MARSAL HOLDINGS LLC DBA A
- ALVAREZ & MARSAL HOLDINGS, LLC
- ALVAREZ & MARSAL TAX AND LLC
- ALVAREZ & MARSAL TAX, LLC
- ALVAREZ & MARSAL TAXAND
- ALVAREZ & MARSAL TAXAND LLC
- ALVAREZ & MARSAL TAXAND, LLC
- ALVAREZ & MARSHAL TAX, LLC
- ALVAREZ AND MARSAL
- ALVAREZ AND MARSAL TAX
- ALVAREZ AND MARSAL TAXAND, LLC
- MARSAL & ALVAREZ
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 Alvarez & Marsal'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 | 4 | 44.44% | 1.71% | +42.73 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 11.11% | 1.76% | +9.35 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 Alvarez & Marsal. 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 Alvarez & Marsal'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 |
|---|---|---|
| Holland & Hart LLP | 2 | 22.2% |
| Bredhoff & Kaiser PLLC | 1 | 11.1% |
| Calfee, Halter & Griswold LLP | 1 | 11.1% |
| Groom Law Group, Chartered | 1 | 11.1% |
| Proskauer Rose LLP | 1 | 11.1% |
| Quarles & Brady LLP | 1 | 11.1% |
| Raab Sturm & Ganchrow LLP | 1 | 11.1% |
| Sherman & Howard | 1 | 11.1% |