General Atlantic
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3150 of mapped providers
Assets under administration$56.5B0.1%Market share · rank #275
Fees received$8MMedian $104,088/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 General Atlantic plan look like?
Service mix · median fees per plan
Count of plans where General Atlantic ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (bank, trust company, or similar financial institution)Code 21 | 3 | $72,258 | |
Investment management fees paid indirectly by planCode 52 | 1 | $4,113,206 |
Competitor overlap
Percent of General Atlantic'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 General Atlantic.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under General Atlantic; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | MICHAEL O'MALLEY | $4.0B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $8M | 7y | - |
OPN ARCHITECTS, INC.IA · 421043334-002 | $40M | 148 | $135,917 | 8y | - |
LOGAN CONTRACTORS SUPPLY, INC.IA · 421346050-001 | $17M | 231 | $64,316 | 10y | - |
NORWALK/INDIANOLA READY-MIXED CONCRETE INC.IA · 420982450-001 | $12M | 186 | $72,258 | 7y | 1 |
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 (11)
Raw Schedule C names collapsed into General Atlantic.
- CITY SECURITIES CORP
- CITY SECURITIES CORPORATION
- CITY SERVICE ELECTRIC INC
- CITY STATE BANK
- GENERAL ATLANTIC
- GENERAL ATLANTIC GP 2017 LLC
- GENERAL ATLANTIC GP 2021 LLC
- GENERAL ATLANTIC INV. PARTNERS
- GENERAL ATLANTIC SERVICE CO LP
- GENERAL ATLANTIC SERVICE CO., LP
- GENERAL ATLANTIC SERVICE 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 General Atlantic'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 | 1 | 25.00% | 1.76% | +23.24 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 General Atlantic. 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 General Atlantic'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 |
|---|---|---|
| Trucker Huss | 1 | 25.0% |