Bridgewater Advisors Inc
advisor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11Rank #1451 of mapped providers
Assets under administration$100.1B0.1%Market share · rank #133
Fees received$22MMedian $1M/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Bridgewater Advisors Inc plan look like?
Service mix · median fees per plan
Count of plans where Bridgewater Advisors Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 5 | $3,850,329 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 3 | $13,549 | |
Investment advisory (plan); Investment managementCode 27 | 2 | $17,232 | |
Investment management fees paid directly by planCode 51 | 1 | $1,615,035 |
Competitor overlap
Percent of Bridgewater 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 Bridgewater Advisors Inc.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Bridgewater Advisors Inc; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-005 | $60.4B | 149,818 | $2M | 10y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $6M | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $1M | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $2M | 10y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $4M | 10y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $8M | 10y | - |
VENABLE LLPMD · 520517250-003 | $766M | 2,429 | $13,549 | 8y | - |
SANSUM SANTA BARBARA MEDICAL CLINIC, INC.CA · 952855614-001 | $236M | 345 | $12,237 | 10y | - |
WILLIAMS & CONNOLLY LLPDC · 520851221-003 | $162M | 724 | $17,432 | 6y | - |
MINTURN NUT CO., INC.CA · 770437665-001 | $6M | 168 | $21,518 | 5y | 1 |
Flag exposure
90.9%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 (16)
Raw Schedule C names collapsed into Bridgewater Advisors Inc.
- ATACADOR, DESIREE
- ATALANTA SONSOFF CAPITAL
- ATALANTA SONSOFF CAPITAL, LLC
- ATALANTA SOSNOF MANAGEMENT
- BRIDGEWATER
- BRIDGEWATER ADVISORS INC
- BRIDGEWATER ADVISORY GROUP
- BRIDGEWATER ASSOCIATES
- BRIDGEWATER ASSOCIATES INC
- BRIDGEWATER ASSOCIATES INTERMEDIATE
- BRIDGEWATER ASSOCIATES LP
- BRIDGEWATER ASSOCIATES, INC.
- BRIDGEWATER ASSOCIATES, LP
- BRIDGEWATER OPTIMAL PORTFOLIO
- BRIDGEWATER PURE ALPHA FUND II LTD
- BRIDGEWATER WEALTH MGMT LLC
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 Bridgewater 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 2 | 18.18% | 26.94% | -8.76 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 Bridgewater 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 Bridgewater 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 |
|---|---|---|
| Mitchell Silberberg & Knupp LLP | 2 | 18.2% |
| Proskauer Rose LLP | 2 | 18.2% |
| Barlow Coughran Morales & Josephson | 1 | 9.1% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 9.1% |
| Bush Gottlieb | 1 | 9.1% |
| Cohen Weiss & Simon LLP | 1 | 9.1% |
| Gray Robinson | 1 | 9.1% |
| Groom Law Group, Chartered | 1 | 9.1% |
| Ivins, Phillips & Barker | 1 | 9.1% |
| Lewis Brisbois Bisgaard & Smith | 1 | 9.1% |