Entrust Global Partners Offshore LP
advisor3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5+1 YoYRank #2292 of mapped providers
Assets under administration$17.3B0.0%Market share · rank #779
Fees received$2MMedian $145,229/planSum across Schedule C direct + indirect
Net wins YoY+22 won · 0 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 Entrust Global Partners Offshore LP plan look like?
Service mix · median fees per plan
Count of plans where Entrust Global Partners Offshore LP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 5 | $145,229 |
Competitor overlap
Percent of Entrust Global Partners Offshore LP'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 Entrust Global Partners Offshore LP.
| Sponsor | From | Assets |
|---|---|---|
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | Carday Associates | $146M |
BOARD OF TRUSTEES-IRON WORKERS' LOCALS NO. 15 & 424CT · 066077019-001 | Wells Fargo | $82M |
Plans lost in 2024
Appeared last year under Entrust Global Partners Offshore LP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $1M | 2y | - |
BOARD OF TRUSTEES OF LOCAL 282NY · 116245313-001 | $1.4B | 7,375 | $150,706 | 5y | - |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | $767M | 13,861 | $145,229 | 3y | 1 |
LABORERS DISTRICT COUNCIL PENSION AND DISABILITY TRUST FUND NO. 2MD · 520749130-001 | $146M | 4,494 | $18,885 | 2y | - |
TRUSTEES OF THE AMALGAMATED RETAIL RETIREMENT FUNDNY · 131599961-001 | $33M | 1,359 | $16,107 | 3y | - |
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 (3)
Raw Schedule C names collapsed into Entrust Global Partners Offshore LP.
- ENTRUST GLOBAL PARTNERS OFFSHORE LP
- ENTRUST GLOBAL PARTNERS OFFSHORE, L
- ENTRUST GLOBAL PARTNERS OFSHORE LP
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 Entrust Global Partners Offshore LP'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 | 1 | 20.00% | 1.71% | +18.29 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 Entrust Global Partners Offshore LP. 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 Entrust Global Partners Offshore LP'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 |
|---|---|---|
| Slevin & Hart PC | 2 | 40.0% |
| Cohen Weiss & Simon LLP | 1 | 20.0% |
| DLA Piper | 1 | 20.0% |
| Gould Kobrick & Schlapp PC | 1 | 20.0% |
| Meyer, Suozzi, English & Klein, PC | 1 | 20.0% |
| Mintz & Gold LLP | 1 | 20.0% |
| Proskauer Rose LLP | 1 | 20.0% |
| Schulte Roth & Zabel LLP | 1 | 20.0% |