Earnest Partners
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served42-3 YoYRank #422 of mapped providers
Assets under administration$115.0B0.1%Market share · rank #114
Fees received$12MMedian $200,487/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 Earnest Partners plan look like?
Service mix · median fees per plan
Count of plans where Earnest Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Securities brokerageCode 28 | 33 | $192,537 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 8 | $224,517 | |
Insurance agents and brokersCode 22 | 1 | $8,677 |
Competitor overlap
Percent of Earnest Partners'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 Earnest Partners.
| Sponsor | From | Assets |
|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | Sapience Investments | $30.1B |
SIGN, PICTORIAL AND DISPLAY UNION LOCAL 591 SUPPLEMENTAL PENSIONMI · 382256143-001 | Novara Tesija Catenacci McDonald | $3M |
Plans lost in 2024
Appeared last year under Earnest Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | JPMorgan Chase | $4.3B |
THE UNIVERSITY OF CHICAGOIL · 362177139-002 | WTW | $1.2B |
IRON WORKERS DISTRICT COUNCIL OF TN VALLEY & VICINITY PENSION PLANTN · 626098036-001 | Reliance Custody | $167M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $1M | 1y | 1 |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $190,410 | 4y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $496,165 | 5y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $374,601 | 2y | - |
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $704,566 | 2y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $474,192 | 2y | - |
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANMD · 136043636-001 | $4.0B | 15,591 | $473,405 | 9y | - |
NXP USA, INC.TX · 200443182-001 | $3.8B | 8,578 | $339,537 | 6y | 1 |
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | $2.9B | 45,702 | $495,012 | 2y | - |
BOARD OF TRUSTEES OF ECA CHICAGO AND LOCAL UNION 134 IBEW PENSION PLANIL · 516030753-002 | $2.7B | 19,809 | $372,348 | 10y | - |
Flag exposure
97.6%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 (10)
Raw Schedule C names collapsed into Earnest Partners.
- BUENA VISTA ASIAN OPPORTUNITIES FD
- EARNEST
- EARNEST PARTNER
- EARNEST PARTNERES, LLC
- EARNEST PARTNERS
- EARNEST PARTNERS LLC
- EARNEST PARTNERS, LLC
- EARNEST PARTNERS, LLC.
- EARNEST PARTNERS. LLC
- EARNST PARTNERS
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 Earnest Partners'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 | 3 | 7.14% | 1.76% | +5.38 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 Earnest Partners. 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 Earnest Partners'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 |
|---|---|---|
| Asher Kelly | 2 | 4.8% |
| Blitman & King LLP | 2 | 4.8% |
| Groom Law Group, Chartered | 2 | 4.8% |
| Kilpatrick Townsend & Stockton LLP | 2 | 4.8% |
| Kraw & Kraw Law Group | 2 | 4.8% |
| Littler Mendelson, P.C. | 2 | 4.8% |
| Mooney, Green, Baker & Saidon PC | 2 | 4.8% |
| Novara Tesija Catenacci McDonald | 2 | 4.8% |
| Proskauer Rose LLP | 2 | 4.8% |
| Thompson Coburn | 2 | 4.8% |