Jacobs Levy Equity Management Inc
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2846 of mapped providers
Assets under administration$38.2B0.0%Market share · rank #405
Fees received$4MMedian $341,425/planSum across Schedule C direct + indirect
Net wins YoY-20 won · 2 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 Jacobs Levy Equity Management Inc plan look like?
Service mix · median fees per plan
Count of plans where Jacobs Levy Equity Management Inc 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 | 6 | $341,425 |
Competitor overlap
Percent of Jacobs Levy Equity Management Inc'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 Jacobs Levy Equity Management Inc.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Jacobs Levy Equity Management Inc; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEE OF EXCV & PVRS LOCAL 731 PENSION TRUST FUNDIL · 366513565-001 | SAMANTHA POSLUSZNY | $191M |
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 | $1M | 4y | 1 |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $2M | 10y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $418,400 | 10y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $264,449 | 4y | - |
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAMMD · 260181656-001 | $2.0B | 7,789 | $120,549 | 3y | - |
MEMORIAL HERMANN HEALTH SYSTEMTX · 741152597-001 | $650M | 11,377 | $24,938 | 1y | - |
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 (7)
Raw Schedule C names collapsed into Jacobs Levy Equity Management Inc.
- DAWSON JAMES SECURITIES
- JACOBS LEVY
- JACOBS LEVY EQUITY MANAGEMENT INC
- JACOBS LEVY EQUITY MANAGEMENT INC.
- JACOBS LEVY EQUITY MANAGEMENT, INC.
- JACOBS LEVY EQUITY MANAGMENT INC
- JACOBS LEVY MANAGEMENT
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 Jacobs Levy Equity Management Inc'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 | 16.67% | 1.71% | +14.95 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 Jacobs Levy Equity Management Inc. 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 Jacobs Levy Equity Management Inc'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 |
|---|---|---|
| Groom Law Group, Chartered | 2 | 33.3% |
| Seyfarth Shaw LLP | 2 | 33.3% |
| Day Pitney LLP | 1 | 16.7% |
| Harter Secrest & Emery LLP | 1 | 16.7% |
| Stevens & Lee | 1 | 16.7% |
| Thompson Hine | 1 | 16.7% |