Fred Alger Management
advisor25 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-13 YoYRank #1051 of mapped providers
Assets under administration$37.7B0.0%Market share · rank #402
Fees received$5MMedian $146,029/planSum across Schedule C direct + indirect
Net wins YoY-110 won · 11 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 Fred Alger Management plan look like?
Service mix · median fees per plan
Count of plans where Fred Alger Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 13 | $156,729 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 1 | $28,476 |
Competitor overlap
Percent of Fred Alger Management'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 Fred Alger Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Fred Alger Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | Camden Asset Management | $3.0B |
BOARD OF TRUSTEES OF LIUNA STAFF AND AFFILIATES PENSION FUNDDC · 520743575-001 | People's Bank | $1.8B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M Investments, LLC | $1.6B |
PLUMBERS AND STEAMFITTERS 486 PENSION FUND BOARD OF TRUSTEESMD · 526124449-001 | Inter-Continental Real Estate Corp | $350M |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | Morgan Stanley | $228M |
MARITIME ASSOCIATION - I.L.A. PENSION FUNDTX · 741721447-001 | Driven Investments LLC | $179M |
BAC LOCAL NO. 1 WASHINGTON PENSION TRUSTWA · 916091466-001 | Foundry Partners LLC | $151M |
MILK DRIVERS & DAIRY EMPLOYEES LOCAL NO. 246 OF WASHINGTON D.C PENSIONMD · 526070425-001 | Boyd Watterson Asset Management LLC | $100M |
HOLLOW METAL PENSION FUNDNY · 112758544-001 | VANESSA WHARTON | $79M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 4y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $2M | 10y | - |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | $2.7B | 24,600 | $918,041 | 10y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $496,282 | 10y | - |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | $1.0B | 25,701 | $440,775 | 10y | - |
BRD OF TTEES UFCW LOCAL ONE PENSION FUNDNY · 166144007-001 | $968M | 18,198 | $156,729 | 10y | - |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | $767M | 13,861 | $248,189 | 3y | 1 |
BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLANSC · 576027499-001 | $482M | 2,388 | $123,569 | 9y | - |
TRUSTEES OF LABORERS LOCAL 57 INDUSTRIAL PENSIONPA · 231627410-003 | $338M | 4,325 | $135,329 | 10y | - |
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | $335M | 2,400 | $81,815 | 10y | - |
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 (25)
Raw Schedule C names collapsed into Fred Alger Management.
- ALFRED ALGER
- ALGER FUND
- CHEK TAN & COMPANY LLP
- CHEK TAN AND COMPANY
- CHELSEA ANTHONY
- CHELSEA BURCH
- CHELSEA FINANCIAL SERVICES
- FRED ALGER
- FRED ALGER & COMPANY
- FRED ALGER & COMPANY INC
- FRED ALGER FUNDS
- FRED ALGER MANAGEMENT
- FRED ALGER MANAGEMENT , INC
- FRED ALGER MANAGEMENT , INC.
- FRED ALGER MANAGEMENT INC
- FRED ALGER MANAGEMENT INC.
- FRED ALGER MANAGEMENT LLC
- FRED ALGER MANAGEMENT, INC
- FRED ALGER MANAGEMENT, INC.
- FRED ALGER MANAGEMENT, LLC
- FRED ALGER MANAGMENT
- FRED ALGER MANAGMENT INC.
- FRED ALGER MGMT
- FRED ALGER MGMT INC
- FRED ALGER MGMT LLC
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 Fred Alger Management'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 | 1 | 7.14% | 1.71% | +5.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 7.14% | 1.76% | +5.38 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 Fred Alger Management. 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 Fred Alger Management'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 |
|---|---|---|
| Markowitz & Richman LLP | 2 | 14.3% |
| Slevin & Hart PC | 2 | 14.3% |
| Cleary, Josem & Trigiani LLP | 1 | 7.1% |
| Colleran O'Hara & Mills LLP | 1 | 7.1% |
| EPSTEIN BECKER & GREEN | 1 | 7.1% |
| Fabian & Byrn LLC | 1 | 7.1% |
| Laner Muchin Ltd. | 1 | 7.1% |
| Meranze Katz & Gaudioso PC | 1 | 7.1% |
| Meyer, Suozzi, English & Klein, PC | 1 | 7.1% |
| Mintz & Gold LLP | 1 | 7.1% |