Fiduciary Trust Company International
trustee15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-3 YoYRank #1529 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2719
Fees received$945,502Median $86,292/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 Fiduciary Trust Company International plan look like?
Service mix · median fees per plan
Count of plans where Fiduciary Trust Company International 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 management; Investment management fees paid indirectly by planCode 28 | 4 | $69,136 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $24,681 | |
Custodial (securities); Trustee (bank, trust company, or similar financial institution)Code 19 | 1 | $121,212 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $278,125 | |
Investment management fees paid directly by planCode 51 | 1 | $281,966 |
Competitor overlap
Percent of Fiduciary Trust Company International'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 Fiduciary Trust Company International.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN CALIFORNIACA · 956835541-002 | UNION BANK | $38M |
THE KENSICO CEMETERYNY · 131715053-001 | Bank of America | $22M |
Plans lost in 2024
Appeared last year under Fiduciary Trust Company International; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | MARIO RODRIGUEZ | $7.8B |
PARKER HANNIFIN CORPORATIONOH · 340451060-080 | Legal & General Investment Management America | $3.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
ESTEE LAUDER, INC.NY · 131871348-001 | $949M | 18,663 | $57,298 | 5y | - |
BOARD OF TRUSTEES OF THE HRSA-ILA PENSION PLANVA · 540506055-001 | $568M | 4,218 | $281,966 | 8y | - |
BOARD OF TRUSTEES, UNITED FOOD & COMMERCIAL WORKERS UNION LOCAL 152NJ · 236209656-001 | $530M | 9,885 | $80,974 | 10y | - |
SCOR U.S. CORPORATIONNY · 751791342-001 | $72M | 350 | $278,125 | 10y | - |
THE FRICK COLLECTIONNY · 131624012-001 | $59M | 464 | $91,609 | 9y | - |
TWIN DISC, INCORPORATEDWI · 390667110-004 | $51M | 851 | $9,637 | 2y | - |
THE KENSICO CEMETERYNY · 131715053-001 | $22M | 134 | $121,212 | 1y | - |
BLANK ROME LLPPA · 231311874-002 | $0 | 0 | $24,681 | 1y | 1 |
Flag exposure
87.5%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 (15)
Raw Schedule C names collapsed into Fiduciary Trust Company International.
- CEDAR ROCK
- CEDAR ROCK CAPITAL LLC
- CEDAR ROCK CAPITAL PARTNERS
- CEDAR ROCK CAPITAL PARTNERS LLC
- CEDAR ROCK CAPTIAL PARTNERS
- CEDARHURST ASSOCIATES LLC
- FIDUCIARY TRUST
- FIDUCIARY TRUST COMPANY
- FIDUCIARY TRUST COMPANY INT
- FIDUCIARY TRUST COMPANY INT.
- FIDUCIARY TRUST COMPANY INTERNATION
- FIDUCIARY TRUST INT'L OF THE SOUTH
- FIDUCIARY TRUST INTERNATIONAL
- FIDUCIARY TRUST INTL OF THE SOUTH
- FIDUCIARY TRUST INTL' OF THE SOUTH
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 Fiduciary Trust Company International'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 | 1 | 12.50% | 7.76% | +4.74 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 Fiduciary Trust Company International. 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 Fiduciary Trust Company International'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 |
|---|---|---|
| The Segal Company | 2 | 25.0% |
| Westfield Capital Management | 2 | 25.0% |
| WTW | 2 | 25.0% |
| AllianceBernstein | 1 | 12.5% |
| ASB Capital Management | 1 | 12.5% |
| Atlanta Sosnoff Capital LLC | 1 | 12.5% |
| Cambiar Investors | 1 | 12.5% |
| Chartwell Investment Partners | 1 | 12.5% |
| Curcio Webb, LLC | 1 | 12.5% |
| Delta Capital Management LLC | 1 | 12.5% |