Deutsche Bank
custodian26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+3 YoYRank #2343 of mapped providers
Assets under administration$15.5B0.0%Market share · rank #869
Fees received$108,157Median $18,930/planSum across Schedule C direct + indirect
Net wins YoY+34 won · 1 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 Deutsche Bank plan look like?
Service mix · median fees per plan
Count of plans where Deutsche Bank ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Custodial (other than securities)Code 18 | 4 | $24,413 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $15,867 | |
Investment management; Shareholder servicing feesCode 28 | 1 | $0 |
Competitor overlap
Percent of Deutsche 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 Deutsche Bank.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | The Wagner Law Group | $8.0B |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | Fabulous Inc | $5.0B |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | United States Postal Service | $2.2B |
JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD INDNY · 136100907-001 | American Arbitration Association | $155M |
Plans lost in 2024
Appeared last year under Deutsche Bank; not this year.
| Sponsor | To | Assets |
|---|---|---|
SUMMIT CARE II, INC.FL · 593734290-001 | (new plan) | $12M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE DEFERRED SALARY PLAN OF THE ELECTRICAL INDNY · 112656063-004 | $8.0B | 33,824 | $8,274 | 1y | 1 |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $35,191 | 6y | - |
BOARD OF TRUSTEES OF THE ANNUITY PLAN OF THE ELECTRICAL INDUSTRYNY · 136123600-003 | $2.2B | 40,310 | $26,833 | 6y | - |
JOINT PENSION COMM OF THE EES SEC FUND OF THE ELEC PROD INDNY · 136100907-001 | $155M | 6,883 | $21,992 | 6y | - |
BD OF TRUSTEES AUTOMOBILE MECHANICS LOCAL NO 701 DEFINED CONTRIBUTIONIL · 471959684-001 | $83M | 4,321 | $15,867 | 3y | 1 |
CORPORATE MAILINGS INCNJ · 221822024-001 | $14M | 278 | $0 | 2y | 1 |
Flag exposure
83.3%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 (26)
Raw Schedule C names collapsed into Deutsche Bank.
- BRIDGEWAY FUNDS
- BRIDGEWAY SOFTWARE SOLUTIONS
- DEUTSCHE AM TRUST COMPANY
- DEUTSCHE ASSET & WEALTH MANAGEMENT
- DEUTSCHE ASSET MANAGEMENT
- DEUTSCHE ASSET MANAGEMENT, INC
- DEUTSCHE BANC SECURITIES
- DEUTSCHE BANK
- DEUTSCHE BANK SECS INC
- DEUTSCHE BANK SECURITIES
- DEUTSCHE BANK SECURITIES INC
- DEUTSCHE BANK SECURITIES INC.
- DEUTSCHE BANK SECURITIES, INC
- DEUTSCHE BANK SECURITIES, INC.
- DEUTSCHE BANK SERCURITIES, INC
- DEUTSCHE BANK TRUST
- DEUTSCHE BANK TRUST COMPANY
- DEUTSCHE BANK TRUST COMPANY AMERICA
- DEUTSCHE BK INTL EQ, LOND0N
- DEUTSCHE BK SECS INC
- DEUTSCHE BK SECS INC.
- DEUTSCHE FUNDS
- DEUTSCHE INVEST MGMT AMERICA INC
- DEUTSCHE INVESTMENT MANAGEMENT
- DEUTSCHE INVESTMENT MANAGEMENT AMER
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 Deutsche 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 | 2 | 33.33% | 1.71% | +31.62 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 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 Deutsche 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 Deutsche 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 |
|---|---|---|
| Alliant Insurance Services | 4 | 66.7% |
| Milliman | 3 | 50.0% |
| Segal Marco Advisors | 3 | 50.0% |
| Sovos Compliance LLC | 3 | 50.0% |
| ASB Capital Management | 2 | 33.3% |
| INSIGHT NORTH AMERICA | 2 | 33.3% |
| Schroder Investment Management | 2 | 33.3% |
| The Segal Company | 2 | 33.3% |
| Seix Investment Advisors LLC | 2 | 33.3% |
| American Century | 1 | 16.7% |