EQT Services (UK) Limited
other3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3824 of mapped providers
Assets under administration$18.1B0.0%Market share · rank #740
Fees received$355,713Median $154,585/planSum across Schedule C direct + indirect
Net wins YoY+11 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 EQT Services (UK) Limited plan look like?
Service mix · median fees per plan
Count of plans where EQT Services (UK) Limited ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 3 | $154,585 |
Competitor overlap
Percent of EQT Services (UK) Limited'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 EQT Services (UK) Limited.
| Sponsor | From | Assets |
|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | Dune Real Estate Partners LP | $16.1B |
Plans lost in 2024
Appeared last year under EQT Services (UK) Limited; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $178,042 | 8y | - |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | $1.8B | 1,794 | $23,086 | 4y | - |
BD OF TRUSTEES OF IBT CONSOLIDATED PENSION FUNDWA · 822153627-001 | $180M | 4,798 | $154,585 | 2y | - |
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 EQT Services (UK) Limited.
- EQT FUND MANAGEMENT
- EQT INFRASTRUCTURE V
- EQT SERVICES (UK) LIMITED
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 EQT Services (UK) Limited'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 EQT Services (UK) Limited. 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 EQT Services (UK) Limited'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 |
|---|---|---|
| NISA Investment Advisors | 3 | 100.0% |
| Brookfield Asset Management | 2 | 66.7% |
| PGIM | 2 | 66.7% |
| PIMCO | 2 | 66.7% |
| Russell Investments | 2 | 66.7% |
| Wellington Company LLP | 2 | 66.7% |
| Abrdn Inc | 1 | 33.3% |
| Arbour Lane Credit Opportunity Fund | 1 | 33.3% |
| Backcast Partners Management LLC | 1 | 33.3% |
| Barclay Planning Group LLC | 1 | 33.3% |