Manufacturers and Traders Trust Co.
custodian18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-3 YoYRank #2055 of mapped providers
Assets under administration$724M0.0%Market share · rank #4192
Fees received$151,303Median $13,558/planSum across Schedule C direct + indirect
Net wins YoY-31 won · 4 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 Manufacturers and Traders Trust Co. plan look like?
Service mix · median fees per plan
Count of plans where Manufacturers and Traders Trust Co. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage commissions and fees; Float revenue; Other investment fees and expenses; Custodial (securities); Investment management fees paid directly by planCode 19 | 3 | $13,558 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $11,083 | |
Direct payment from the plan; Trustee (directed); Investment advisory (plan)Code 25 | 1 | $91,389 | |
Other investment fees and expenses; Distribution (12b-1) fees; Investment managementCode 28 | 1 | $0 |
Competitor overlap
Percent of Manufacturers and Traders Trust Co.'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 Manufacturers and Traders Trust Co..
| Sponsor | From | Assets |
|---|---|---|
PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANYPA · 230961349-001 | Conning | $212M |
Plans lost in 2024
Appeared last year under Manufacturers and Traders Trust Co.; not this year.
| Sponsor | To | Assets |
|---|---|---|
EASTMAN KODAK COMPANYNY · 160417150-001 | Morgan Lewis & Bockius LLP | $3.5B |
SOUTHERN STATES COOPERATIVE, INC.VA · 540387200-333 | Wilmington Trust | $192M |
HUDSON VALLEY CARE PARTNERS, LLCNY · 510491047-002 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF 1199 SEIU REGIONAL PENSION FUNDNY · 161112391-001 | $232M | 13,121 | $10,000 | 10y | - |
TMT BAC LOCAL UNION #7NY · 386829765-001 | $214M | 3,116 | $0 | 10y | - |
PENNSYLVANIA NATIONAL MUTUAL CASUALTY INSURANCE COMPANYPA · 230961349-001 | $212M | 1,072 | $5,206 | 1y | - |
TRUSTEES OF IBEW LOCAL NO 607 PENSION FUNDNJ · 236423158-001 | $23M | 325 | $13,558 | 10y | - |
TRUSTEES OF LABORERS LOCAL 754 ANNUITY PLANNY · 136659594-002 | $20M | 878 | $14,191 | 10y | - |
ECR INTERNATIONAL, INC.NY · 160414490-002 | $19M | 309 | $91,389 | 10y | - |
HILLSIDE MANOR REHABILITATION AND EXTENDED CARE CENTER, LLCNY · 116241282-001 | $5M | 110 | $16,959 | 6y | - |
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 (18)
Raw Schedule C names collapsed into Manufacturers and Traders Trust Co..
- EMPOWER RETIREMENT ADV SERVICE
- EMPOWER RETIREMENT ADV SERVICES
- EMPOWER RETIREMENT ADV SERVS
- EMPOWER RETIREMENT ADV SVCS
- EMPOWER RETIREMENT ADV. SERVICES
- EMPOWER RETIREMENT ADV. SVCS
- EMPOWER RETIREMENT ADVIORY SERVICES
- MANUFACTURER AND TRADERS TRUST CO
- MANUFACTURERS & TRADERS TRUST CO
- MANUFACTURERS AND TRADERS
- MANUFACTURERS AND TRADERS TRUST
- MANUFACTURERS AND TRADERS TRUST CO
- MANUFACTURERS AND TRADERS TRUST CO.
- MANUFACTURERS AND TRADERS TRUST COM
- MANUFACTURERS AND TRUST CO
- MANUFACTURES & TRADES TRUST CO.
- THE MANUFACTURERS AND TRADERS TRUST
- THE MANUFACTURERS AND TRADES TRUST
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 Manufacturers and Traders Trust Co.'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 Manufacturers and Traders Trust Co.. 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 Manufacturers and Traders Trust Co.'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 |
|---|---|---|
| ULLICO Inc | 2 | 28.6% |
| American Core Realty Fund, LLC | 1 | 14.3% |
| American Realty Advisors | 1 | 14.3% |
| Angelo Gordon | 1 | 14.3% |
| ASB Capital Management | 1 | 14.3% |
| Boyd Watterson Asset Management LLC | 1 | 14.3% |
| Conning | 1 | 14.3% |
| Crescent Capital Group LP | 1 | 14.3% |
| Daniel H. Cook Associates Inc. | 1 | 14.3% |
| Federated Hermes | 1 | 14.3% |