Conrad M. Siegel Inc.
other21 known aliases resolved via the canonical alias map
Market position · 2024
Plans served71+1 YoYRank #277 of mapped providers
Assets under administration$5.4B0.0%Market share · rank #1799
Fees received$6MMedian $42,400/planSum across Schedule C direct + indirect
Net wins YoY+210 won · 8 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 Conrad M. Siegel Inc. plan look like?
Service mix · median fees per plan
Count of plans where Conrad M. Siegel Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Participant loan processing; Consulting (pension); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the planCode 15 | 32 | $24,665 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Participant communication; Actuarial; Direct payment from the plan; Consulting (pension)Code 11 | 30 | $38,750 | |
Participant communication; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 15 | $41,050 | |
Contract AdministratorCode 13 | 5 | $27,616 | |
Consulting (general); Accounting (including auditing)Code 10 | 1 | $6,189 | |
Consulting (pension); Direct payment from the plan; Participant communicationCode 17 | 1 | $15,453 | |
Investment management; Investment management fees paid directly by planCode 28 | 1 | $20,933 |
Competitor overlap
Percent of Conrad M. Siegel 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 Conrad M. Siegel Inc..
| Sponsor | From | Assets |
|---|---|---|
BURNHAM HOLDINGS, INCPA · 421561863-002 | Vanguard | $133M |
GABRIEL, ROEDER, SMITH & COMPANY HOLDINGS, INC.MI · 475435846-004 | (new plan) | $43M |
ASBURY CARBONS, INC.NJ · 220744000-003 | OneDigital | $28M |
ROBSON FORENSIC, INC.PA · 232776905-002 | Amundi Asset Management | $24M |
CATHOLIC SOCIAL SERVICES OF THE DIOCESE OF SCRANTON, INC.PA · 240818341-001 | Goldman Sachs Financial Square | $14M |
ZOOLOGICAL SOCIETY OF PHILADELPHIAPA · 231352298-001 | Grant Thornton | $8M |
ENERSYS DELAWARE INC.PA · 952388156-004 | (new plan) | $7M |
COLUMBIA REDUCTION COMPANYPA · 231380289-001 | Dodge & Cox | $6M |
ENERSYS DELAWARE INC.PA · 952388156-003 | (new plan) | $5M |
ENERSYS DELAWARE INC.PA · 952388156-101 | (new plan) | $421,603 |
Plans lost in 2024
Appeared last year under Conrad M. Siegel Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
INDEPENDENCE COMMUNITY BANK C/O SANTANDER HOLDINGS USA, INC.MA · 111350490-001 | Ballard Spahr LLP | $79M |
HOME FOR THE FRIENDLESS - HOMELANDPA · 231365148-001 | RKL LLP | $18M |
LASKO PRODUCTS, LLCPA · 231285318-003 | (new plan) | $379,932 |
LJT & ASSOCIATES, INC.CO · 631148956-002 | Kreischer Miller | $274,228 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
EUROFINS NSC US, INC.PA · 273225082-002 | $1.3B | 19,888 | $1M | 10y | 2 |
INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERSMD · 536001417-004 | $888M | 2,728 | $20,933 | 3y | - |
D & H CORPORATE GROUP INC.PA · 882009462-002 | $314M | 1,631 | $18,380 | 3y | - |
STEVENS & LEEPA · 231886296-002 | $281M | 546 | $46,348 | 10y | - |
LABORERS LOCAL UNION NO. 158 PENSION FUNDPA · 236580323-001 | $247M | 5,499 | $324,026 | 9y | - |
PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANYPA · 230961349-001 | $212M | 1,072 | $61,868 | 9y | - |
PENNSYLVANIA HEAVY & HIGHWAY CONTRACTOR'S BARGAINING ASSOCIATIOPA · 236531755-001 | $208M | 3,588 | $31,425 | 10y | - |
ESSITY NORTH AMERICA INC.PA · 233061590-005 | $148M | 1,189 | $60,600 | 10y | - |
BURNHAM HOLDINGS, INCPA · 421561863-002 | $133M | 1,317 | $14,690 | 8y | - |
J. D. ECKMAN, INC.PA · 231413783-001 | $133M | 643 | $27,616 | 5y | - |
Flag exposure
85.9%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 (21)
Raw Schedule C names collapsed into Conrad M. Siegel Inc..
- BLACKSTONE ALTERNATIVE ASSET MNGMT
- BLACKSTONE CAPITAL PARTNERS VII LP
- BLACKSTONE ENERGY MANAGEMENT ASSOCI
- BLACKSTONE ENERGY MGMT ASSOC II LLC
- BLACKSTONE ENERGY MGMT ASSOC. LLC
- BLACKSTONE ENERGY MGMT ASSOCIATES
- BLACKSTONE ENERGY PARTNERS
- CONRAD M SIEGEL INC
- CONRAD M SIEGEL INC DBA CONRAD SIEG
- CONRAD M. SIEGEL INC.
- CONRAD M. SIEGEL, INC.
- CONRAD SEIGEL
- CONRAD SIEGAL ACTUARIES
- CONRAD SIEGEL
- CONRAD SIEGEL ACTUARIES
- CONRAD SIEGEL CO
- CONRAD SIEGEL INC
- CONRAD SIEGEL INVESTMENT ADVISORS
- CONRAD SIGEL ACTUARIES
- CONRAND SIEGEL
- CONRAND SIEGEL ACTUARIES
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 Conrad M. Siegel 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 | 6 | 8.45% | 7.76% | +0.69 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 4.23% | 1.71% | +2.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 8 | 11.27% | 1.76% | +9.51 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 Conrad M. Siegel Inc.. 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 Conrad M. Siegel 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 |
|---|---|---|
| American Century | 18 | 25.4% |
| Federated Hermes | 10 | 14.1% |
| Massachusetts Financial Services Company | 9 | 12.7% |
| Dimensional Fund Advisors | 8 | 11.3% |
| Dodge & Cox | 8 | 11.3% |
| Invesco Advisers, Inc. | 7 | 9.9% |
| PIMCO | 7 | 9.9% |
| American Beacon | 6 | 8.4% |
| Goldman Sachs Asset Management | 6 | 8.4% |
| Columbia Investment Management | 5 | 7.0% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).