Frank Russell Company
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-5 YoYRank #2520 of mapped providers
Assets under administration$11.9B0.0%Market share · rank #1049
Fees received$4MMedian $213,934/planSum across Schedule C direct + indirect
Net wins YoY-50 won · 5 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 Frank Russell Company plan look like?
Service mix · median fees per plan
Count of plans where Frank Russell Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (pension)Code 17 | 1 | $874,174 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $208,920 | |
Trustee (directed); Soft dollars commissions; Investment management; Other fees; Float revenueCode 25 | 1 | $213,934 | |
Investment managementCode 28 | 1 | $3,002,123 | |
Other fees; Valuation (appraisals, etc.)Code 34 | 1 | $33,184 |
Competitor overlap
Percent of Frank Russell Company'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 Frank Russell Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Frank Russell Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
VIRTUA HEALTHNJ · 223524939-001 | Russell Investments | $97M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-002 | (new plan) | $48M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-001 | (new plan) | $39M |
CENTRA HEALTH, INC.VA · 540715569-001 | (new plan) | $708,970 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SHELL USA, INC.TX · 131299890-001 | $9.7B | 31,775 | $874,174 | 4y | - |
THOMAS JEFFERSON UNIVERSITYPA · 231352651-010 | $2.1B | 25,167 | $3M | 6y | - |
PACCAR, INCWA · 910351110-030 | $84M | 847 | $213,934 | 10y | - |
R. TORRE & COMPANY, INC.CA · 942590264-002 | $46M | 300 | $33,184 | 2y | - |
LORAL SPACE & COMMUNICATIONS INC. · 870748324-016 | $40M | 409 | $208,920 | 9y | - |
Flag exposure
60.0%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 Frank Russell Company.
- CHARTWELL FINANCIAL SERVICES
- FRANK RUSSELL
- FRANK RUSSELL CO
- FRANK RUSSELL COMPANY
- FRANK RUSSELL TRUST
- FRANK RUSSELL TRUST CO
- FRANK RUSSELL TRUST CO.
- FRANK RUSSELL TRUST COMPANY
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 Frank Russell Company'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 Frank Russell Company. 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 Frank Russell Company'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 |
|---|---|---|
| Goodwin Procter LLP | 1 | 20.0% |
| K&L Gates LLP | 1 | 20.0% |
| Kirkland & Ellis LLP | 1 | 20.0% |
| Morgan Lewis & Bockius LLP | 1 | 20.0% |
| Simpson Thacher & Bartlett LLP | 1 | 20.0% |
| Weil, Gotshal & Manges LLP | 1 | 20.0% |