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Baird

broker

27 known aliases resolved via the canonical alias map

Market position · 2024

Plans served41+4 YoYRank #455 of mapped providers
Assets under administration$90.3B0.1%Market share · rank #155
Fees received$5MMedian $17,499/planSum across Schedule C direct + indirect
Net wins YoY+48 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 Baird plan look like?
Service mix · median fees per plan
Count of plans where Baird ships each service code, and the median compensation they report under it.
ServicePlansMedian feesDistribution
Shareholder servicing fees; Investment managementCode 28
30$30,515
Investment management fees paid indirectly by planCode 52
3$0
Named fiduciary; Investment advisory (plan); Consulting fees; Other servicesCode 27
2$18,500
Investment management fees paid directly by planCode 51
2$14,062
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution); Claims processingCode 12
1$0
Consulting (general); Investment advisory (plan); Consulting fees; Other servicesCode 16
1$222,972
Custodial (securities); Direct payment from the plan; Investment management fees paid indirectly by plan; Shareholder servicing feesCode 19
1$9,919
Sub-transfer agency feesCode 60
1$0
Competitor overlap
Percent of Baird'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 Baird.
SponsorFromAssets
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001
Neuberger Berman$1.8B
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001
Prudential$1.6B
STATER BROS. MARKETSCA · 952586175-004
Greenwood Capital Associates, LLC$179M
FEDERAL SIGNAL CORPORATIONIL · 361063330-003
Douglas Lane & Associates$83M
MARS HOLDINGS, LLCMD · 520624970-002
T. Rowe Price$21M
DVSPORT, INC.PA · 030490922-001
(new plan)$8M
Plans lost in 2024
Appeared last year under Baird; not this year.
SponsorToAssets
AMERICAN NATIONAL RED CROSSDC · 530196605-008
ZARAGOZA ALVARADO LLP$1.5B
THE AMERICAN NATIONAL RED CROSSDC · 530196605-001
Agilis Partners LLC$1.2B
GOEX CORPORATIONWI · 391660247-001
Ascensus$13M
COFFEE MEDICAL GROUP, LLCTN · 460485169-101
(new plan)$3M
Top plans by assets
Searchable full list lands with the commercial layer.
PlanAssetsParticipantsFeesTenureFlags
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005
$60.4B149,818$847,9673y-
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001
$3.5B28,408$578,66310y-
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001
$3.4B27,598$398,87610y-
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001
$2.9B130,691$263,7132y-
BD OF TRUSTEES, LABORERS DIST COUNCIL & CONSTRS PENSION FUNDOH · 316129964-001
$2.7B30,539$214,58910y-
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001
$2.0B18,016$424,45810y-
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001
$1.8B18,092$188,5001y-
BOARD OF TRUSTEES OF THE S.E.I.U. NATIONAL INDUSTRY PENSION FUNDDC · 526148540-001
$1.7B168,072$80,0129y-
BD OF TRUSTEES SEIU AFFILIATES OFFICERS AND EMPLOYEES PENSION PLANDC · 520812348-001
$1.6B17,491$77,35210y-
BOARD OF TRUSTEES OF NATIONAL INTEGRATED GROUP PENSION PLANPA · 226190618-001
$1.6B46,326$515,8251y-
Flag exposure
92.7%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 (27)
Raw Schedule C names collapsed into Baird.
  • AMERICAN PROTFOLIOS
  • AMERICAN PROTFOLIOS FINANCIAL SVCS
  • AMERICAN QUALIFIED PLANS, INC.
  • AMERICAN REALTY - GALAXY I & II
  • AMERICAN RED CROSS
  • AMERICAN RED CROSS SALARIES
  • AMERICAN RETIREMENT TRUST
  • AMERICAN RIVIERA BANK
  • AMERICAN'S BEST 401(K)
  • BAIRD
  • BAIRD ADVISORS
  • BAIRD AGGREGATE
  • BAIRD ASSOCIATES
  • BAIRD CAPITAL
  • BAIRD CORE
  • BAIRD EQUITY ASSET MANAGEMENT
  • BAIRD FUNDS
  • BAIRD FUNDS INC
  • BAIRD FUNDS INC. C/O U.S. BANCORP
  • BAIRD FUNDS INC.C/O U.S. BANCORP FU
  • BAIRD FUNDS, INC
  • BAIRD FUNDS, INC.
  • BAIRD INVESTMENT
  • BAIRD INVESTMENT MANAGEMENT
  • BAIRD MID
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 Baird's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
FlagPlans flaggedProvider %Market %Delta
Recently terminated00.00%7.76%-7.76 pp
Fidelity bond gap12.44%26.94%-24.50 pp
Late contributions512.20%1.71%+10.48 pp
Failed to provide benefit00.00%0.14%-0.14 pp
Corrective distributions24.88%1.76%+3.12 pp
Loss discovered00.00%0.00%-0.00 pp
New-plan formation share
Share of plans filing for the first time each year that landed with Baird. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Baird's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
PartnerShared plans% of book
MFS Funds1024.4%
Allspring Global Investments819.5%
The Segal Company819.5%
Marquette Associates717.1%
American Century614.6%
Segal Marco Advisors614.6%
Dodge & Cox512.2%
LSV Asset Management512.2%
Parametric Portfolio Associates512.2%
WESTERN ASSET MANAGEMENT512.2%