Jennison Associates LLC
advisor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served45-8 YoYRank #406 of mapped providers
Assets under administration$167.1B0.2%Market share · rank #76
Fees received$25MMedian $285,946/planSum across Schedule C direct + indirect
Net wins YoY-72 won · 9 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 Jennison Associates LLC plan look like?
Service mix · median fees per plan
Count of plans where Jennison Associates LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 36 | $393,720 | |
Investment management fees paid directly by plan; Soft dollars commissions; Investment advisory (plan)Code 27 | 3 | $19,141 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 3 | $820,841 | |
Other feesCode 99 | 2 | $17,213 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $356,219 |
Competitor overlap
Percent of Jennison Associates LLC'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 Jennison Associates LLC.
| Sponsor | From | Assets |
|---|---|---|
CITIZENS FINANCIAL GROUP, INC.RI · 050412693-001 | Metzler Locricchio Serra & Co PC | $1.2B |
DELAWARE PARK MANAGEMENT COMPANY, LLCDE · 113790086-001 | EY | $43M |
Plans lost in 2024
Appeared last year under Jennison Associates LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PFIZER INCNY · 135315170-002 | AllianceBernstein | $19.6B |
AETNA INC.CT · 232229683-003 | NISA Investment Advisors | $5.4B |
BLACKROCK, INC.NY · 991116001-001 | Merrill | $4.1B |
WESTROCK COMPANYGA · 473335141-027 | JPMorgan Chase | $4.0B |
COMERICA INCORPORATEDTX · 381998421-001 | Aon | $2.7B |
COTTAGE HEALTHCA · 770431902-001 | Alvarez & Marsal | $835M |
PBG PUERTO RICO LLCPR · 660914590-002 | Fidelity Investments | $385M |
THE TIMKEN COMPANYOH · 340577130-020 | Jones Day | $153M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $2M | 10y | 2 |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $1M | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $2M | 10y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $1M | 10y | - |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $820,841 | 10y | - |
AMERICAN ELECTRIC POWER SERVICE CORPORATIONOH · 134922641-002 | $5.2B | 21,396 | $662,133 | 10y | - |
AMEREN CORPORATIONMO · 431723446-005 | $4.8B | 23,302 | $1M | 6y | - |
ABBOTT LABORATORIESIL · 360698440-300 | $4.2B | 23,300 | $1M | 10y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $1M | 4y | - |
KEYCORPOH · 346542451-002 | $4.1B | 28,272 | $1M | 8y | 1 |
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 (15)
Raw Schedule C names collapsed into Jennison Associates LLC.
- DELAWARE PARK MANAGEMENT COMPANY LL
- DELAWARE VALLEY FLORAL GROUP
- DELAWARE VALLEY INC
- JENNISON
- JENNISON & ASSOCIATES
- JENNISON ASSOC CAPITAL CORP
- JENNISON ASSOCIATES
- JENNISON ASSOCIATES - MCG
- JENNISON ASSOCIATES CAPITAL CORP
- JENNISON ASSOCIATES LLC
- JENNISON ASSOCIATES LLC.
- JENNISON ASSOCIATES, INC.
- JENNISON ASSOCIATES, LLC
- JENNISON ASSOCIATES- MCG
- JENNISON INTL EQUITY CIT FUND
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 Jennison Associates LLC'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 | 2 | 4.44% | 1.71% | +2.73 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 6.67% | 1.76% | +4.91 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 Jennison Associates LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Jennison Associates LLC'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 | 4 | 8.9% |
| Groom Law Group, Chartered | 3 | 6.7% |
| Kilpatrick Townsend & Stockton LLP | 3 | 6.7% |
| Harter Secrest & Emery LLP | 2 | 4.4% |
| McDermott Will & Emery LLP | 2 | 4.4% |
| Reinhart Boerner Van Deuren S.C. | 2 | 4.4% |
| Thompson Coburn | 2 | 4.4% |
| Thompson Hine | 2 | 4.4% |
| ALSTON & BIRD LLP | 1 | 2.2% |
| Bricker & Graydon LLP | 1 | 2.2% |