Goldman Sachs Trust Company
trustee13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served402+47 YoYRank #56 of mapped providers
Assets under administration$203.7B0.2%Market share · rank #68
Fees received$10MMedian $18,257/planSum across Schedule C direct + indirect
Net wins YoY+42113 won · 71 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 Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Goldman Sachs Trust Company 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); Direct payment from the plan; Accounting (including auditing)Code 10 | 369 | $18,348 | |
Other feesCode 99 | 12 | $11,069 | |
Investment advisory (plan); Direct payment from the planCode 27 | 6 | $14,963 | |
Investment advisory (participants); Investment advisory (plan); Investment managementCode 26 | 5 | $14,582 | |
Consulting (general)Code 16 | 2 | $6,930 | |
Investment management; Investment management fees paid directly by plan; Non-monetary compensationCode 28 | 2 | $221,274 | |
Consulting feesCode 70 | 2 | $19,770 | |
Contract AdministratorCode 13 | 1 | $4,568 |
Competitor overlap
Percent of Goldman Sachs Trust 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 Goldman Sachs Trust Company.
| Sponsor | From | Assets |
|---|---|---|
PARKER HANNIFIN CORPORATIONOH · 340451060-075 | Fidelity Investments | $9.0B |
INTEL CORPORATIONCA · 941672743-001 | Fidelity Investments | $7.3B |
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTERNC · 510190238-002 | Butler & Burke LLP | $3.6B |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | Bayside Capital, Inc. | $3.3B |
CREDIT UNION RETIREMENT PLAN ASSOCIATIONWI · 352491258-333 | PLAN ADMINISTRATION COMMITTEE | $2.1B |
EVONIK CORPORATIONNJ · 630673043-002 | Dimeo Schneider & Associates | $1.5B |
ADVOCATE AURORA HEALTH, INC.IL · 824184596-003 | Mitchell & Titus, LLP | $966M |
QBE HOLDINGS, INC.WI · 521147383-002 | Prudential Retirement Insurance & Annuity Co. | $792M |
UNIVERSITY OF MARYLAND MEDICAL SYSTEM CORPORATIONMD · 521362793-005 | Prudential Retirement Insurance & Annuity Co. | $730M |
MENASHA CORPORATIONWI · 391367484-024 | Foley & Lardner LLP | $693M |
Plans lost in 2024
Appeared last year under Goldman Sachs Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIZENS FINANCIAL GROUP, INC.RI · 050412693-002 | Empower | $2.9B |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 DEFINED CONTRIBUTION AND 401KMN · 411760754-002 | I.B.E.W. 292 HEALTH CARE PLAN | $995M |
AVISTA CORPORATIONWA · 910462470-003 | Vanguard | $751M |
HOMESERVICES OF AMERICA, INCMN · 411945806-010 | MOSS ADAMS LLP | $729M |
ASCENSION HEALTH DBA ASCENSION HEALTHCAREMO · 311662309-333 | Transamerica | $587M |
RALEY'SCA · 941316611-012 | SageView | $584M |
MIDAMERICAN ENERGY COMPANYIA · 421425214-001 | MOSS ADAMS LLP | $516M |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLANMN · 416035616-001 | Shumaker Loop & Kendrick LLP | $386M |
ST LUKE'S HOSPITAL OF DULUTHMN · 410714079-003 | Empower | $380M |
BOARD OF TRUSTEES OF THE ELECTRICAL WORKERS LOCAL UNION 159 RETIREMENTWI · 352759032-001 | Goldleaf Partners Services Inc. | $374M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $70,714 | 9y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $64,623 | 9y | - |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $151,827 | 10y | 1 |
PARKER HANNIFIN CORPORATIONOH · 340451060-075 | $9.0B | 42,434 | $33,674 | 1y | 1 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $81,113 | 10y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $88,580 | 10y | 1 |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $80,461 | 10y | - |
INTEL CORPORATIONCA · 941672743-001 | $7.3B | 29,222 | $46,800 | 1y | - |
NATIONAL GRID USA SERVICE COMPANY, INC.NY · 041663150-007 | $6.4B | 24,480 | $7,087 | 10y | 1 |
TOYOTA MOTOR NORTH AMERICA, INC.TX · 953141669-003 | $4.6B | 14,281 | $40,981 | 9y | - |
Flag exposure
83.1%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 (13)
Raw Schedule C names collapsed into Goldman Sachs Trust Company.
- CLIFTONLARSONALLEN
- CLIFTONLARSONALLEN LLC
- CLIFTONLARSONALLEN LLP
- CLIFTONLARSONALLEN LP
- CLIFTONLARSONALLEN, LLC
- CLIFTONLARSONALLEN, LLP
- CLIFTONLARSONALLEN,LLP
- GOLDMAN SACHS TRUST CO NA
- GOLDMAN SACHS TRUST COMPANY
- GOLDMAN SACHS TRUST COMPANY NA
- GOLDMAN SACHS TRUST COMPANY, N.A.
- GOLDMAN SACHS TRUST COMPANY, NA
- GOLDMAN SACHS TRUST II
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 Trust 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 | 10 | 2.49% | 7.76% | -5.27 pp |
| Fidelity bond gap | 2 | 0.50% | 26.94% | -26.44 pp |
| Late contributions | 71 | 17.66% | 1.71% | +15.95 pp |
| Failed to provide benefit | 14 | 3.48% | 0.14% | +3.34 pp |
| Corrective distributions | 77 | 19.15% | 1.76% | +17.40 pp |
| Loss discovered | 1 | 0.25% | 0.00% | +0.25 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Goldman Sachs Trust Company. Compare to the incumbent market share (0.6%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.6 pp vs incumbent
Frequent partners by role
Who else shows up on Goldman Sachs Trust 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 |
|---|---|---|
| Strategic Advisers | 40 | 9.9% |
| Mercer | 37 | 9.2% |
| WTW | 30 | 7.5% |
| Aon | 27 | 6.7% |
| Milliman | 24 | 6.0% |
| Wilson McShane Corporation | 17 | 4.2% |
| NFP | 14 | 3.5% |
| PIMCO | 13 | 3.2% |
| Fiducient Advisors | 11 | 2.7% |
| Morningstar Investment Management | 11 | 2.7% |
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).