Filings through .
Ekon Benefits
Matched across 3 name variants in the filings
Analytics
Market position · 2024
Plans served33-4 YoYRank #487 of mapped providers
Assets under administration$2.2B0.0%Rank #3327 by share of filed assets
Fees received$2MMedian $54,025/planSum across Schedule C direct + indirect
Net wins YoY-30 won - 3 lostPlan-level switch detection
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Fund lineups on plans this firm keeps
Large plans that name Ekon Benefits as recordkeeper and list their funds in their filing.
Plans
16
$817M in funds
In collective trusts
6%
average plan
In Ekon Benefits funds
0%
average plan
In index funds
17%
average plan
Top managers in these lineups
| Manager | Plans |
|---|---|
| Capital Group | 13 |
| Vanguard | 12 |
| Fidelity (FMR) | 9 |
| MetLife | 7 |
| PIMCO (Allianz) | 7 |
Target-date series
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.