PlanOptica

Filings through .

Carday Associates

Matched across 6 name variants in the filings

Analytics

Market position · 2024

Plans served8+2 YoYRank #1780 of mapped providers
Assets under administration$27.7B0.0%Rank #531 by share of filed assets
Fees received$539,839Median $55,578/planSum across Schedule C direct + indirect
Net wins YoY+12 won - 1 lostPlan-level switch detection

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Fund lineups on plans this firm keeps

Large plans that name Carday Associates as recordkeeper and list their funds in their filing.

Plans
5
$19.2B in funds
In collective trusts
23%
average plan
In Carday Associates funds
0%
average plan
In index funds
35%
average plan

Top managers in these lineups

Target-date series

None.

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.