EntrustPermal
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3838 of mapped providers
Assets under administration$8.1B0.0%Market share · rank #1589
Fees received$324,263Median $69,620/planSum across Schedule C direct + indirect
Net wins YoY-10 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 EntrustPermal plan look like?
Service mix · median fees per plan
Count of plans where EntrustPermal 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 | 4 | $69,620 |
Competitor overlap
Percent of EntrustPermal'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 EntrustPermal.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under EntrustPermal; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL AUTOMATIC SPRINKLER INDUSTRY PENSION FUND JT BOARD OF TRUSTEEMD · 526054620-001 | $4.8B | 34,009 | $6,566 | 9y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $178,458 | 5y | - |
BOARD OF TRUSTEES, PUGET SOUND ELECTRICAL WORKERS PENSION TRUSTWA · 916180333-001 | $1.3B | 8,704 | $95,080 | 1y | - |
OPERATIVE PLASTERERS & CEMENT MASONS OFF & EMP PENSION FUND TRSTEMD · 526135348-002 | $109M | 1,042 | $44,159 | 6y | - |
Flag exposure
75.0%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 (8)
Raw Schedule C names collapsed into EntrustPermal.
- CAPITAL GROUPS
- ENTRUST PARTNERS OFFSHORE LP-SOF
- ENTRUST PERMAL PARTNERS LP
- ENTRUST PERMAL PARTNERS OFFSHORE LP
- ENTRUSTPERMAL
- ENTRUSTPERMAL MANAGEMENT LLC
- ENTRUSTPERMAL PARTNERS OFFSHORE LP
- NCC ENTRUST PERMAL PARTNERS 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 EntrustPermal'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 | 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 EntrustPermal. 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 EntrustPermal'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 |
|---|---|---|
| O'Donoghue & O'Donoghue LLP | 2 | 50.0% |
| Barlow & Coughran, P.S. | 1 | 25.0% |
| Beins Axelrod PC | 1 | 25.0% |
| Krakow & Souris LLC | 1 | 25.0% |
| Nixon Peabody LLP | 1 | 25.0% |
| Ogletree Deakins | 1 | 25.0% |
| Turner, Stoeve & Gagliardi, P.S. | 1 | 25.0% |