Burgundy Asset Management
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-2 YoYRank #2739 of mapped providers
Assets under administration$8.9B0.0%Market share · rank #1344
Fees received$1MMedian $223,150/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 Burgundy Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Burgundy Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 4 | $259,015 | |
Investment management fees paid directly by planCode 51 | 1 | $223,150 |
Competitor overlap
Percent of Burgundy 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 Burgundy Asset Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Burgundy Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
DOMTAR INDUSTRIES LLC · 251157103-006 | Alight | $149M |
DOMTAR INDUSTRIES LLC · 251157103-005 | Mercer | $102M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $223,150 | 2y | - |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | $2.5B | 14,707 | $419,050 | 5y | - |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -CA · 956027308-002 | $2.3B | 25,726 | $319,572 | 5y | 1 |
MAINEHEALTHME · 010238552-001 | $795M | 5,996 | $57,021 | 3y | - |
PREMERAWA · 911662324-001 | $446M | 4,724 | $198,457 | 4y | - |
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 (5)
Raw Schedule C names collapsed into Burgundy Asset Management.
- AVITUS
- BURGUNDY ASSET MANAGEMENT
- BURGUNDY ASSET MANAGEMENT LTD
- BURGUNDY ASSET MANAGEMENT LTD.
- BURGUNDY ASSET MANAGER
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 Burgundy 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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 20.00% | 1.71% | +18.29 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 Burgundy 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 Burgundy 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 |
|---|---|---|
| Bush Gottlieb | 2 | 40.0% |
| Lubin & Enoch, P.C. | 2 | 40.0% |
| Seyfarth Shaw LLP | 2 | 40.0% |
| Morgan Lewis & Bockius LLP | 1 | 20.0% |