Delaware Investments
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-2 YoYRank #1726 of mapped providers
Assets under administration$12.4B0.0%Market share · rank #1013
Fees received$2MMedian $77,620/planSum across Schedule C direct + indirect
Net wins YoY-11 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 Delaware Investments plan look like?
Service mix · median fees per plan
Count of plans where Delaware Investments 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 planCode 28 | 6 | $77,620 | |
Investment management fees paid directly by plan; Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $187,859 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of Delaware Investments'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 Delaware Investments.
| Sponsor | From | Assets |
|---|---|---|
ROOFERS LOCAL NO. 20 PENSION PLANMO · 436142370-002 | SSC CPAS, P.A. | $105M |
Plans lost in 2024
Appeared last year under Delaware Investments; not this year.
| Sponsor | To | Assets |
|---|---|---|
UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO.OH · 346611397-001 | LOCAL 44 FRINGE BENEFIT FUND | $89M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $939,863 | 10y | - |
BOARD OF TRUSTEESNY · 131764242-001 | $2.6B | 56,488 | $200,128 | 4y | - |
BOARD OF TRUSTEES, UTAH PIPE TRADES PENSIONCA · 516077569-001 | $263M | 2,499 | $56,654 | 9y | - |
ENGINEERS AGC PENSIONWA · 916070237-001 | $215M | 3,403 | $79,884 | 8y | - |
CREDIT HUMAN FEDERAL CREDIT UNIONTX · 740956027-001 | $181M | 1,263 | $187,859 | 10y | - |
IDAHO OPERATING ENGINEERS-EMPLOYERS PENSWA · 916075538-001 | $152M | 3,030 | $75,356 | 7y | - |
BOCA RATON REGIONAL HOSPITAL, INC.FL · 591006663-001 | $75M | 831 | $6,516 | 3y | - |
SENIOR OPERATIONS LLCIL · 942918781-002 | $41M | 901 | $0 | 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 (12)
Raw Schedule C names collapsed into Delaware Investments.
- DELAWARE INESTMENTS
- DELAWARE INTERNATIONAL
- DELAWARE INVESTEMENTS
- DELAWARE INVESTMENNTS
- DELAWARE INVESTMENT
- DELAWARE INVESTMENT ADVISERS
- DELAWARE INVESTMENT ADVISORS
- DELAWARE INVESTMENT MANAGEMENT
- DELAWARE INVESTMENTS
- DELAWARE INVESTMENTS 23-2448660
- DELWARE INVESTMENTS
- DLEAWARE INVESTMENTS
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 Delaware Investments'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 | 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 Delaware Investments. 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 Delaware Investments'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 |
|---|---|---|
| Turner, Stoeve & Gagliardi, P.S. | 2 | 25.0% |
| Blitman & King LLP | 1 | 12.5% |
| Ellenoff Grossman & Schole LLP | 1 | 12.5% |
| Kraw & Kraw Law Group | 1 | 12.5% |
| Leonard Carder LLP | 1 | 12.5% |
| Mondress Monaco Parr Lockwood PLLC | 1 | 12.5% |
| Mooney, Green, Baker & Saidon PC | 1 | 12.5% |
| Pitta LLP | 1 | 12.5% |
| Shook Hardy & Bacon LLP | 1 | 12.5% |