INTECH
advisor24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served11-18 YoYRank #1242 of mapped providers
Assets under administration$28.1B0.0%Market share · rank #488
Fees received$2MMedian $63,915/planSum across Schedule C direct + indirect
Net wins YoY-160 won · 16 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 INTECH plan look like?
Service mix · median fees per plan
Count of plans where INTECH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 8 | $76,408 | |
Investment management fees paid directly by planCode 51 | 2 | $184,486 | |
Employee (plan)Code 30 | 1 | $39,942 |
Competitor overlap
Percent of INTECH'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 INTECH.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under INTECH; not this year.
| Sponsor | To | Assets |
|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | Zelis Payment Holdings LLC | $10.4B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | Calibre CPA Group PLLC | $3.3B |
BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUNDCT · 223071963-001 | Dana Investment Advisors | $976M |
BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLANMO · 436058365-001 | SUSAN PERNEY | $765M |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | SEI Trust Company | $693M |
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSIONCT · 061065206-001 | Siguler Guff | $450M |
BOARD OF TRUST OF THE ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LINY · 116045930-002 | THE UNION LABOR LIFE INSURANCE COMPANY | $420M |
BOARD OF TRUSTEES OF I.B.E.W. LOCAL 25 401K FUNDNY · 112744709-003 | National Investment Services | $396M |
RI LABORERS PENSION FUND BOARD OF TRUSTEESRI · 516095806-001 | Solxsys Administrative Solutions | $341M |
BOARD OF TRUSTEES I.U.O.E. LOCAL 14-14B PENSION FUNDNY · 112392157-001 | Wilmington Trust | $304M |
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 | $987,101 | 10y | - |
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $6,908 | 10y | - |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | $1.3B | 6,486 | $351,692 | 10y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $17,279 | 10y | - |
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | $1.2B | 8,261 | $336,977 | 10y | - |
TRUSTEES OF SEIU LOCAL 1 & PARTICIPATING EMPLOYERS PENSION TRUSTIL · 366486542-001 | $716M | 23,746 | $39,942 | 2y | - |
BOARD OF TRUSTEES, PENSION FUND OF LOCAL NO. ONE OF I.A.T.S.E.NY · 136414973-001 | $665M | 4,315 | $63,915 | 10y | - |
MISSION SUPPORT AND TEST SERVICES LLCNV · 810705502-001 | $534M | 6,691 | $24,493 | 8y | - |
MARYLAND ELECTRICAL IND PENSIONWV · 521057284-001 | $289M | 3,817 | $104,604 | 9y | - |
ENERGIZER HOLDINGS, INC.MO · 364802442-001 | $242M | 1,663 | $16,979 | 9y | - |
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 (24)
Raw Schedule C names collapsed into INTECH.
- D. L. CARLSON INVESTMENT GROUP
- D. LIRA
- D. LOPEZ
- D.L CARLSON INVESTMENT GROUP
- D.L. CARLSON INVESTMENT GROUP
- D.L. CARLSON INVESTMENT GROUP, INC
- D.L. CARLSON INVESTMENT GROUP, INC.
- D.L. DAVIS & COMPANY
- D.M. SIEGEL, LTD.
- INTECH
- INTECH ENHANCED PLUS FUND LLC
- INTECH INSTITUTIONAL LARGE CAP FUND
- INTECH INSTITUTIONAL LARGE CAP GROW
- INTECH INVESTMENT MANAGEMENT
- INTECH INVESTMENT MANAGEMENT GROUP
- INTECH INVESTMENT MANAGEMENT LLC
- INTECH INVESTMENT MANAGEMENT LOC
- INTECH INVESTMENT MANAGEMENT, LLC
- INTECH INVESTMENT MANAGEMENT, LLC.
- INTECH INVESTMENT MANAGEMENT,LLC
- INTECH INVESTMENT MGMT
- INTECH INVESTMENT MGMT LLC
- JANUS INTECH
- JANUS-INTECH
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 INTECH'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 | 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 INTECH. 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 INTECH'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 |
|---|---|---|
| Abato, Rubenstein & Abato, P.A. | 1 | 9.1% |
| Asher Gittler & D'Alba Ltd | 1 | 9.1% |
| Barlow Coughran Morales & Josephson | 1 | 9.1% |
| Cozen O'Connor | 1 | 9.1% |
| Groom Law Group, Chartered | 1 | 9.1% |
| Ham Langston & Brezina LLP | 1 | 9.1% |
| Hammond & Shinners PC | 1 | 9.1% |
| Jackson Lewis P.C. | 1 | 9.1% |
| Koskie Minsky LLP | 1 | 9.1% |
| Morgan Lewis & Bockius LLP | 1 | 9.1% |