Goldman Sachs Asset Management
advisor110 known aliases resolved via the canonical alias map
Market position · 2024
Plans served314-4 YoYRank #73 of mapped providers
Assets under administration$240.7B0.3%Market share · rank #55
Fees received$48MMedian $18,848/planSum across Schedule C direct + indirect
Net wins YoY-692 won · 98 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 Goldman Sachs Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Goldman Sachs Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Accounting (including auditing)Code 10 | 123 | $16,800 | |
Soft dollars commissions; Non-monetary compensation; Direct payment from the plan; Investment management fees paid directly by plan; Investment managementCode 28 | 114 | $54,554 | |
Soft dollars commissions; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 29 | $42,446 | |
Other feesCode 99 | 15 | $14,138 | |
Recordkeeping fees; Consulting fees; Consulting (pension); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 10 | $10,075 | |
Investment advisory (participants); Investment advisory (plan)Code 26 | 5 | $86,054 | |
Consulting (general)Code 16 | 3 | $21,000 | |
Investment management fees paid directly by plan; Custodial (securities)Code 19 | 3 | $13,462 |
Competitor overlap
Percent of Goldman Sachs Asset 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 Goldman Sachs Asset Management.
| Sponsor | From | Assets |
|---|---|---|
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | Mitchell & Titus, LLP | $10.5B |
INSPERITY HOLDINGS, INC.TX · 760178498-001 | Rocaton Investment Advisors LLC | $9.4B |
WELLS FARGO & COMPANYMN · 410449260-001 | Prudential Investment Management | $8.3B |
CBRE SERVICES, INC.TX · 521616016-001 | Curcio Webb, LLC | $4.3B |
WILLIS TOWERS WATSON US LLCVA · 530181291-004 | Legal & General Investment Management America | $2.8B |
PACCAR INCWA · 910351110-001 | Russell Investments | $2.7B |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | BMO Harris Bank N.A. | $1.9B |
AKAMAI TECHNOLOGIES, INC.MA · 043432319-001 | Fidelity Investments | $1.4B |
R. R. DONNELLEY & SONS COMPANYIL · 361004130-003 | Empower | $1.4B |
HOFSTRA UNIVERSITYNY · 111630906-001 | Rocaton Investment Advisors LLC | $1.3B |
Plans lost in 2024
Appeared last year under Goldman Sachs Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
AON CORPORATIONGA · 363051915-020 | Vanguard | $6.2B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | Pentegra Retirement Services Inc. | $6.0B |
NATIONWIDE MUTUAL INSURANCE COMPANYOH · 314177100-333 | (new plan) | $5.3B |
UNITED BENEFITS GROUPMO · 010689331-001 | BlackRock | $3.4B |
EVONIK CORPORATIONNJ · 630673043-002 | Fiducient Advisors | $1.4B |
BOARD OF TRUSTEES OF TWIN CITY PIPE TRADES PENSION TRUSTMN · 416131800-001 | Hamilton Lane | $1.3B |
MEGGITT-USA, INC.OH · 953639799-001 | (new plan) | $802M |
PACIFICORPOR · 930246090-002 | Aon | $789M |
QBE HOLDINGS, INC.WI · 521147383-002 | Empower | $731M |
ALSTOM TRANSPORT HOLDING US INC.PA · 203999346-009 | Verrill Dana LLP | $674M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $530,872 | 10y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $627,262 | 9y | - |
ADVOCATE AURORA HEALTH, INCWI · 824184596-004 | $10.5B | 103,145 | $23,625 | 1y | 1 |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $1M | 4y | - |
INSPERITY HOLDINGS, INC.TX · 760178498-001 | $9.4B | 231,912 | $425,000 | 1y | 1 |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $3,929 | 1y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $0 | 2y | - |
ALTRIA CLIENT SERVICES LLCVA · 472929146-006 | $6.4B | 25,614 | $408,463 | 10y | - |
LIBERTY MUTUAL GROUP INC.MA · 043583679-001 | $6.3B | 71,087 | $6M | 7y | - |
AETNA INC.CT · 232229683-003 | $5.2B | 49,504 | $4M | 3y | - |
Flag exposure
87.3%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 (110)
Raw Schedule C names collapsed into Goldman Sachs Asset Management.
- CLIFTON LARSON
- CLIFTON LARSON ALLEN
- CLIFTON LARSON ALLEN FORMELY SBF
- CLIFTON LARSON ALLEN LLC
- CLIFTON LARSON ALLEN LLP
- CLIFTON LARSON ALLEN LLP.
- CLIFTON LARSON ALLEN LP
- CLIFTON LARSON ALLEN WEALTH
- CLIFTON LARSON ALLEN WEALTH ADV LLC
- CLIFTON LARSON ALLEN WEALTH ADV LLP
- CLIFTON LARSON ALLEN WEALTH ADVD.
- CLIFTON LARSON ALLEN WEALTH ADVISOR
- CLIFTON LARSON ALLEN, LLC
- CLIFTON LARSON ALLEN, LLP
- CLIFTON LARSON ALLEN, LLP (CLA)
- CLIFTON LARSON ALLEN,LLP
- CLIFTON LARSON AND ASSOCIATES
- CLIFTON LARSONA LLEN LLP
- CLIFTON LARSONALLEN
- CLIFTON LARSONALLEN LLP
- CLIFTON LARSONALLEN WEALTH ADVISORS
- CLIFTON LARSONALLEN, LLP
- CLIFTON LARTSON ALEEN LLP
- CLIFTON LARTSONALEEN LLP
- CLIFTON LAWSON ALLEN
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 Goldman Sachs Asset 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 | 7 | 2.23% | 7.76% | -5.53 pp |
| Fidelity bond gap | 2 | 0.64% | 26.94% | -26.30 pp |
| Late contributions | 46 | 14.65% | 1.71% | +12.94 pp |
| Failed to provide benefit | 3 | 0.96% | 0.14% | +0.82 pp |
| Corrective distributions | 54 | 17.20% | 1.76% | +15.44 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 Goldman Sachs Asset Management. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 pp vs incumbent
Frequent partners by role
Who else shows up on Goldman Sachs Asset 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 |
|---|---|---|
| Morgan Lewis & Bockius LLP | 12 | 3.8% |
| Covington & Burling LLP | 4 | 1.3% |
| Seyfarth Shaw LLP | 4 | 1.3% |
| Groom Law Group, Chartered | 3 | 1.0% |
| Eversheds Sutherland | 2 | 0.6% |
| Holland & Knight LLP | 2 | 0.6% |
| Jones Day | 2 | 0.6% |
| Laner Muchin Ltd. | 2 | 0.6% |
| Proskauer Rose LLP | 2 | 0.6% |
| Reid & Riege PC | 2 | 0.6% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).