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Fred Alger Management

Matched across 27 name variants in the filings

Fred Alger Management summary

Fred Alger Management appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $63.0B in assets for 709,330 participants. The median client plan holds $545M. Most client plans are sponsored in NY, NJ and PA. The largest clients by plan assets are Morgan Stanley Domestic Holdings, LLC, Board of Trustees of 1199SEIU Health Care Employees Pension Fund and Steelworkers Pension Trust. Plans reported $6.0M in direct and indirect compensation paid to Fred Alger Management. The median is $91K per plan.

Participants
709,330
Median plan assets
$545M
Median plan participants
6,865
Median fees per plan
$91K
Schedule C direct + indirect

Top 18 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Morgan Stanley Domestic Holdings, LLCNY$26.4B78,524
Board of Trustees of 1199SEIU Health Care Employees Pension FundNY$19.0B301,189
Steelworkers Pension TrustPA$8.1B124,466
Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VINJ$3.0B22,884
Laborers' District Council Construction Industry Pension FundPA$1.2B9,405
Trustees UFCW Local 1262 Pension FundNJ$1.1B25,203
BRD of Ttees UFCW Local One Pension FundNY$1.0B17,945
Board of Trustees of Division 1181 Atu - NY Employess Pension Fund andNY$825M14,070
Board of Trustees of the 1199SEIU Home Care Employees Pension FundNY$569M98,110
Board of Trustees Waterfront Employers - Ila Pension PlanSC$520M2,396
Plumbers and Steamfitters 486 Pension Fund Board of TrusteesMD$430M3,463
Uiu-Newspaper Guild of Greater Philadelphia Pension FundNJ$345M2,372
Trustees of Laborers Local 57 Industrial PensionPA$338M4,325
Board of Trustees Atlanta Ironworkers Local 387 Pension PlanTN$150M1,475
Board of Trustees, New Orleans Employers International Longshoremen'sLA$137M2,467
Cahec Management, Inc.NC$12.1M542
Sender, Inc.AZ$5.5M269
Extended Care Hospital of WestminsterCA$4.6M225

Top client states

  • NY5 plans
  • NJ3 plans
  • PA3 plans
  • AZ1 plan
  • CA1 plan

Frequently asked questions

Who uses Fred Alger Management?
18 retirement plans list Fred Alger Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Morgan Stanley Domestic Holdings, LLC, Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Steelworkers Pension Trust, Board of Trustees of Teamsters Pension Trust Fund of Philadelphia & VI and Laborers' District Council Construction Industry Pension Fund. Most client plans are sponsored in NY, NJ and PA.
How many plans does Fred Alger Management serve?
Fred Alger Management serves 18 retirement plans with $63.0B in plan assets and 709,330 participants, based on the latest Form 5500 filings through 2024.
What does Fred Alger Management charge?
Plans reported $6.0M in total Schedule C compensation paid to Fred Alger Management. The median plan paid $91K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served18-15 YoYRank #785 of mapped providers
Assets under administration$63.0B0.1%Rank #278 by share of filed assets
Fees received$6MMedian $90,710/planSum across Schedule C direct + indirect
Net wins YoY-130 won - 13 lostPlan-level switch detection

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