IFM Investors
advisor17 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23+1 YoYRank #806 of mapped providers
Assets under administration$90.0B0.1%Market share · rank #157
Fees received$26MMedian $138,032/planSum across Schedule C direct + indirect
Net wins YoY+03 won · 3 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 IFM Investors plan look like?
Service mix · median fees per plan
Count of plans where IFM Investors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Foreign entity (e.g., an agent or broker, bank, insurance company, etc. not operating within jurisdictional boundaries of the United States)Code 28 | 18 | $121,900 | |
Investment management fees paid indirectly by planCode 52 | 3 | $1,204,027 | |
Investment management; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $138,032 | |
Other feesCode 99 | 1 | $11,500 |
Competitor overlap
Percent of IFM Investors'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 IFM Investors.
| Sponsor | From | Assets |
|---|---|---|
NORTH ATLANTIC STATES CARPENTERS ANNUITY PLANCT · 061308364-001 | EMPLOYEE #21 | $1.3B |
JOINT BOARD OF TRUSTEES OF I.B.E.W. 490 PENSIONNH · 026026500-001 | DSF Advisors, LLC | $66M |
CUMMINS BEHAVIORAL HEALTH SYSTEMS, INC.IN · 351328806-002 | Ascensus | $16M |
Plans lost in 2024
Appeared last year under IFM Investors; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | MIS DEPARTMENT | $2.7B |
BOARD OF TRUSTEES, ALASKA LABORERS- EMPLOYERS RETIREMENT FUNDWA · 916028298-001 | CALPA Advisors LLC | $562M |
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 | $19M | 6y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $2M | 3y | - |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | $3.5B | 28,408 | $596,114 | 6y | - |
JOINT BOARD OF TRUSTEES ALASKA ELECTRICAL PENSION FUNDAK · 926005171-001 | $2.1B | 11,263 | $1M | 6y | - |
BOARD OF TRUSTEES - INDIANA LABORERS PENSION FUNDIN · 356027150-001 | $1.8B | 28,807 | $1M | 6y | - |
NECA-IBEW PENSION TRUST FUNDIL · 516029903-001 | $1.6B | 12,974 | $272,228 | 6y | - |
NORTH ATLANTIC STATES CARPENTERS ANNUITY PLANCT · 061308364-001 | $1.3B | 27,161 | $441,621 | 1y | - |
PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATINGDC · 526124299-001 | $1.2B | 6,844 | $181,660 | 3y | - |
BD OF TR OPER ENG CONS. INDUSTRY MISCELLANEOUS PENSION FUNDPA · 256135579-001 | $846M | 10,156 | $123,215 | 2y | - |
BOARD OF TRUSTEES, NORTHERN CALIFORNIA ELECTRICALCA · 946062674-001 | $697M | 3,322 | $589,141 | 10y | - |
Flag exposure
95.7%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 (17)
Raw Schedule C names collapsed into IFM Investors.
- CUMMINS BEHAVIORAL HEALTH SYSTEMS I
- CUMPSTON & ASSOCIATES PLLP
- CUNA MUTUAL GROUP
- CUNA MUTUAL INSURANCE SOCIETY
- IFM INVESTERS (US), LLC
- IFM INVESTOR PTY LTD
- IFM INVESTORS
- IFM INVESTORS (US) LLC
- IFM INVESTORS (US), LLC
- IFM INVESTORS ADVISOR LLC
- IFM INVESTORS ADVISOR, LLC
- IFM INVESTORS LLC
- IFM INVESTORS PARTY LTD
- IFM INVESTORS PTY LTD
- IFM INVESTORS PTY LTD.
- IFM INVESTORS US, LLC
- IFM INVESTORS, 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 IFM Investors'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 | 4.35% | 1.71% | +2.63 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 IFM Investors. 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 IFM Investors'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 |
|---|---|---|
| DiClaudio & Kramer LLC | 3 | 13.0% |
| Meyer Unkovic & Scott LLP | 3 | 13.0% |
| Reinhart Boerner Van Deuren S.C. | 3 | 13.0% |
| Chimento and Webb PC | 2 | 8.7% |
| Ledbetter & Parisi LLC | 2 | 8.7% |
| Slevin & Hart PC | 2 | 8.7% |
| Barlow Coughran Morales & Josephson | 1 | 4.3% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 4.3% |
| Beers Hamerman Cohen & Burger PC | 1 | 4.3% |
| Beeson Tayer & Bodine | 1 | 4.3% |