Macquarie Asset Management
advisor52 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21+5 YoYRank #846 of mapped providers
Assets under administration$47.0B0.1%Market share · rank #350
Fees received$4MMedian $111,146/planSum across Schedule C direct + indirect
Net wins YoY+57 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 Macquarie Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Macquarie Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 17 | $97,681 | |
Investment management fees paid directly by planCode 51 | 2 | $161,451 | |
Trustee (directed); Investment management fees paid directly by plan; Soft dollars commissionsCode 25 | 1 | $282,206 | |
Investment advisory (plan); Investment management fees paid directly by plan; Investment management fees paid indirectly by planCode 27 | 1 | $299,875 |
Competitor overlap
Percent of Macquarie Asset Management'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 Macquarie Asset Management.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | Life Status 360 | $10.0B |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | BASYS, Inc. | $7.1B |
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUNDWI · 396045229-001 | Newton Investment Management | $1.1B |
NISOURCE INC.IN · 352108964-001 | Alight | $334M |
MYCOMPUTERCAREER, INCNC · 352307391-001 | Alger | $9M |
AVESHKA, INC.VA · 272056047-002 | Voya | $7M |
PREGEL AMERICA, INC.NC · 562252404-001 | (new plan) | $3M |
Plans lost in 2024
Appeared last year under Macquarie Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | Mercer | $7.7B |
OWENS CORNINGOH · 432109021-001 | The Culpepper Group LLC | $341M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $792,079 | 4y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $282,206 | 2y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $97,681 | 6y | - |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-002 | $5.5B | 115,646 | $517,316 | 6y | - |
UNITED SERVICES AUTOMOBILE ASSOCIATIONTX · 740959140-001 | $4.6B | 49,301 | $193,922 | 8y | - |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | $4.5B | 21,566 | $234,730 | 5y | - |
HAWAIIAN ELECTRIC INDUSTRIES, INC.HI · 990208097-001 | $1.9B | 5,068 | $43,202 | 5y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $190,284 | 4y | - |
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUNDWI · 396045229-001 | $1.1B | 5,239 | $21,642 | 1y | - |
NORTHERN INDIANA PUBLIC SERVICE COMPANYIN · 350552990-001 | $1.0B | 6,549 | $231,138 | 3y | - |
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 (52)
Raw Schedule C names collapsed into Macquarie Asset Management.
- CREWS MACQUARRIE
- LONDON (FRMLY MACQUARIE)
- MACQUAIRE INVESTMENT MANAGEMENT
- MACQUARIE
- MACQUARIE (DELAWARE)
- MACQUARIE ASSET MANAGEMENT
- MACQUARIE BANK
- MACQUARIE BANK LIMITED
- MACQUARIE BANK LIMITED TOTAL
- MACQUARIE CAPITAL INC
- MACQUARIE CAPITAL INVESTMENT MGMT
- MACQUARIE FUNDS
- MACQUARIE GROUP
- MACQUARIE GROUP LIMITED
- MACQUARIE INFASTRUCTURE PARTNERSHIP
- MACQUARIE INFRASRUCTURE
- MACQUARIE INFRASTRUCT PART INTL LP
- MACQUARIE INFRASTRUCTION PARTNERS
- MACQUARIE INFRASTRUCTURE
- MACQUARIE INFRASTRUCTURE AND REAL
- MACQUARIE INFRASTRUCTURE AND REAL A
- MACQUARIE INFRASTRUCTURE AND REAL E
- MACQUARIE INFRASTRUCTURE PARTNER I
- MACQUARIE INFRASTRUCTURE PARTNER II
- MACQUARIE INFRASTRUCTURE PARTNERS
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 Macquarie Asset Management'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 | 1 | 4.76% | 26.94% | -22.18 pp |
| Late contributions | 2 | 9.52% | 1.71% | +7.81 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 Macquarie Asset Management. 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 Macquarie Asset Management'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 | 2 | 9.5% |
| O'Donoghue & O'Donoghue LLP | 2 | 9.5% |
| Porter Wright Morris & Arthur LLP | 2 | 9.5% |
| Arnold Newbold Sollars & Hollins PC | 1 | 4.8% |
| Asher Gittler & D'Alba Ltd | 1 | 4.8% |
| Bredhoff & Kaiser PLLC | 1 | 4.8% |
| Gould Kobrick & Schlapp PC | 1 | 4.8% |
| Koskie Minsky LLP | 1 | 4.8% |
| Kraw & Kraw Law Group | 1 | 4.8% |
| Littler Mendelson, P.C. | 1 | 4.8% |