Kovitz Investment Group Partners
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9-5 YoYRank #1728 of mapped providers
Assets under administration$7.0B0.0%Market share · rank #1546
Fees received$355,223Median $15,938/planSum across Schedule C direct + indirect
Net wins YoY-53 won · 8 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 Kovitz Investment Group Partners plan look like?
Service mix · median fees per plan
Count of plans where Kovitz Investment Group Partners ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $16,215 | |
Investment management; Direct payment from the planCode 28 | 3 | $63,892 | |
Investment advisory (plan)Code 27 | 2 | $9,178 | |
Other feesCode 99 | 1 | $786 |
Competitor overlap
Percent of Kovitz Investment Group Partners'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 Kovitz Investment Group Partners.
| Sponsor | From | Assets |
|---|---|---|
PENN STATE HEALTHPA · 473769205-001 | Empower | $2.9B |
INTEGRATED IMAGING CONSULTANTS, LLCIL · 462494918-001 | Strategic Wealth Partners Group | $100M |
HALL PRANGLE & SCHOONVELD LLCIL · 043674858-001 | Strategic Wealth Partners Group | $28M |
Plans lost in 2024
Appeared last year under Kovitz Investment Group Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-006 | Metzler Locricchio Serra & Co PC | $4.3B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-002 | Ascensus | $2.9B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-001 | Metzler Locricchio Serra & Co PC | $2.7B |
AMERICAN AIRLINES, INC. - RETIREMENTTX · 131502798-008 | Metzler Locricchio Serra & Co PC | $2.6B |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | Blue Owl Capital Inc | $1.1B |
TRUSTEES OF NECA-IBEW LOCAL 364 CONTRIBUTION PENSION TRUST FUNDIL · 363306560-002 | Fidelity Investments | $418M |
TRUSTEES UNDER IBEW LOCAL 150 PENSION FUNDMI · 366140629-001 | Strategic Capital Investment Advisors | $235M |
BOARD OF TRUSTEES IBEW LOCAL NO 461 DEFINED CONTRIBUTION PENSIONMI · 362882653-001 | FR SECURE LLC | $154M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PENN STATE HEALTHPA · 473769205-001 | $2.9B | 22,033 | $786 | 1y | 1 |
DLA PIPER LLP (US)MD · 520616490-004 | $1.7B | 4,436 | $28,247 | 4y | 1 |
DENTONS US LLPIL · 361796730-001 | $999M | 2,649 | $15,938 | 5y | 1 |
TRUSTEES OF SHEET METAL WORKERS' LOCAL 10 PENSION FUNDMN · 411562581-001 | $406M | 5,408 | $6,647 | 10y | - |
METROPOLITAN ANESTHESIA NETWORK, LLPMN · 411524692-001 | $391M | 685 | $16,215 | 4y | 1 |
TOLEDO CLINIC, INC.OH · 340936207-002 | $261M | 1,921 | $63,892 | 6y | - |
STRAND ASSOCIATES, INC.WI · 391020418-002 | $190M | 558 | $205,143 | 6y | - |
INTEGRATED IMAGING CONSULTANTS, LLCIL · 462494918-001 | $100M | 153 | $6,447 | 1y | 1 |
HALL PRANGLE & SCHOONVELD LLCIL · 043674858-001 | $28M | 169 | $11,908 | 1y | - |
Flag exposure
88.9%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 Kovitz Investment Group Partners.
- DXC TECHNOLOGY SERVICES
- DYAL ADVISORS LLC
- KOVITZ INVESTMENT GROUP
- KOVITZ INVESTMENT GROUP PARTNE
- KOVITZ INVESTMENT GROUP PARTNERS
- KOVITZ INVESTMENT GROUP PARTNERS LL
- KOVITZ INVESTMENT GROUP, 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 Kovitz Investment Group Partners'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 | 22.22% | 1.71% | +20.51 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 3 | 33.33% | 1.76% | +31.57 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 Kovitz Investment Group Partners. 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 Kovitz Investment Group Partners'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 |
|---|---|---|
| Godfrey & Kahn | 1 | 11.1% |
| Shumaker Loop & Kendrick LLP | 1 | 11.1% |