Eagle Asset Management Inc
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19Rank #947 of mapped providers
Assets under administration$10.0B0.0%Market share · rank #1216
Fees received$2MMedian $44,666/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 Eagle Asset Management Inc plan look like?
Service mix · median fees per plan
Count of plans where Eagle Asset Management Inc ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 18 | $44,826 | |
Custodial (securities); Investment managementCode 19 | 1 | $8,857 |
Competitor overlap
Percent of Eagle Asset Management 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 Eagle Asset Management Inc.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | Southern Benefit Administrators | $1.2B |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | Morgan Lewis & Bockius LLP | $682M |
Plans lost in 2024
Appeared last year under Eagle Asset Management Inc; not this year.
| Sponsor | To | Assets |
|---|---|---|
ERICSSON INC.TX · 061119960-006 | Stifel Nicolaus & Company, Inc. | $3.5B |
GLAZIERS UNION LOCAL NO. 27 PENSION & RETIREMENT PLAN TRUSTEESIL · 366034076-001 | H.I.G. Capital LLC | $159M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES MICHIGAN LABORERS' PENSION FUNDMI · 386233976-001 | $1.3B | 27,316 | $375,790 | 9y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $21,532 | 1y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $227,371 | 9y | - |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | $1.1B | 4,420 | $216,089 | 10y | - |
BOARD OF TRUSTEES OF THE CEMENT AND CONCRETE WORKERS DC PENSION FDNY · 135629824-001 | $745M | 2,953 | $69,169 | 7y | - |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | $712M | 2,572 | $138,426 | 9y | - |
INDEPENDENCE BLUE CROSS, LLCPA · 463867722-001 | $687M | 3,786 | $59,599 | 10y | - |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | $682M | 3,409 | $34,581 | 1y | - |
ERICSSON INC.TX · 061119960-007 | $526M | 2,880 | $62,296 | 7y | - |
TORRANCE HEALTH ASSOCIATIONCA · 330073515-001 | $436M | 2,854 | $82,448 | 10y | - |
Flag exposure
89.5%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 (8)
Raw Schedule C names collapsed into Eagle Asset Management Inc.
- EAGLE ASSET MANAGEMENT
- EAGLE ASSET MANAGEMENT 59-3171014
- EAGLE ASSET MANAGEMENT INC
- EAGLE ASSET MANAGEMENT INC.
- EAGLE ASSET MANAGEMENT, INC
- EAGLE ASSET MANAGEMENT, INC.
- EAGLE ASSET MANAGMENT
- EAGLE ASSET MGMNT
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 Eagle Asset Management 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 | 1 | 5.26% | 7.76% | -2.50 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 5.26% | 1.71% | +3.55 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 5.26% | 1.76% | +3.50 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 Eagle Asset Management Inc. 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 Eagle Asset Management 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 |
|---|---|---|
| Morgan Lewis & Bockius LLP | 2 | 10.5% |
| Proskauer Rose LLP | 2 | 10.5% |
| THE YOUNGDAHL LAW FIRM PC | 2 | 10.5% |
| Arnall Golden Gregory LLC | 1 | 5.3% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 5.3% |
| Branstetter Stranch & Jennings | 1 | 5.3% |
| Colleran O'Hara & Mills LLP | 1 | 5.3% |
| Gorlick Kravitz & Listhaus PC | 1 | 5.3% |
| Larry Magarik, Esq. | 1 | 5.3% |
| Lindabury, McCormick, Estabrook & Cooper | 1 | 5.3% |