City National Bank
custodian2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served12-4 YoYRank #1377 of mapped providers
Assets under administration$3.1B0.0%Market share · rank #2142
Fees received$620,909Median $26,137/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 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 City National Bank plan look like?
Service mix · median fees per plan
Count of plans where City National Bank ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution); Securities brokerage commissions and feesCode 21 | 3 | $9,584 | |
Direct payment from the plan; Accounting (including auditing)Code 10 | 2 | $14,400 | |
Shareholder servicing fees; Distribution (12b-1) fees; Float revenue; Trustee (bank, trust company, or similar financial institution); Custodial (securities); Sub-transfer agency fees; Securities brokerage commissions and feesCode 19 | 2 | $167,227 | |
Investment management; Direct payment from the planCode 28 | 2 | $63,483 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $19,668 | |
Investment advisory (plan)Code 27 | 1 | $58,215 | |
Direct payment from the plan; Other feesCode 50 | 1 | $8,222 |
Competitor overlap
Percent of City National Bank'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 City National Bank.
| Sponsor | From | Assets |
|---|---|---|
GRIFFITH COMPANYCA · 950795590-004 | (new plan) | $173M |
Plans lost in 2024
Appeared last year under City National Bank; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITY NATIONAL BANKCA · 951780067-001 | Empower | $1.5B |
TP ICAP AMERICAS HOLDINGS INC.NY · 510631562-002 | Ascensus | $537M |
THE CARPENTER GROUPCA · 941167896-007 | ADP | $11M |
LITTLE GENERAL STORE, INC.WV · 550548701-001 | Fidelity Investments | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PAUL HASTINGS LLPCA · 952209675-001 | $1.1B | 3,941 | $45,023 | 9y | - |
PIXARCA · 680086179-001 | $634M | 1,815 | $32,605 | 3y | - |
LOEB & LOEB LLPCA · 951780806-005 | $438M | 1,024 | $19,668 | 10y | 1 |
CITY OF HOPE MEDICAL GROUP, INC.CA · 272294296-001 | $387M | 733 | $14,800 | 2y | 1 |
GRIFFITH COMPANYCA · 950795590-004 | $173M | 355 | $9,584 | 3y | - |
BOARD OF TRUSTEES, SAN FRANCISCO LITHOGRAPHERSCA · 946052228-001 | $119M | 1,327 | $8,222 | 7y | - |
CANYON PARTNERS, L.L.C.TX · 954665514-001 | $95M | 344 | $14,000 | 2y | 1 |
RELIANCE, INC.AZ · 651269024-002 | $66M | 596 | $289,431 | 10y | - |
HYDRAFLOWCA · 952131730-001 | $56M | 268 | $0 | 9y | - |
THE ACTORS' FUND OF AMERICA DBA ENTERTAINMENT COMMUNITY FUNDNY · 131635251-001 | $15M | 224 | $94,361 | 8y | - |
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 (2)
Raw Schedule C names collapsed into City National Bank.
- CITY NATIONAL BANK
- CITY NATIONAL BANK TRUST & WEALTH M
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 City National Bank'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 | 8.33% | 1.71% | +6.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 16.67% | 1.76% | +14.91 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 City National Bank. 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 City National Bank'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 |
|---|---|---|
| Sage Advisory | 2 | 16.7% |
| Creative Planning | 1 | 8.3% |
| Halbert Hargrove Global Advisors | 1 | 8.3% |
| High Tower Advisors | 1 | 8.3% |
| Index Fund Advisors | 1 | 8.3% |
| Larson Financial Group LLC | 1 | 8.3% |
| Lee-Way Financial | 1 | 8.3% |
| Monograph Wealth Advisors LLC | 1 | 8.3% |
| Perigon Wealth Management | 1 | 8.3% |
| The Segal Company | 1 | 8.3% |