Morgan Lewis & Bockius LLP
attorney80 known aliases resolved via the canonical alias map
Market position · 2024
Plans served159+18 YoYRank #136 of mapped providers
Assets under administration$245.9B0.3%Market share · rank #52
Fees received$15MMedian $40,473/planSum across Schedule C direct + indirect
Net wins YoY+2143 won · 22 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 Morgan Lewis & Bockius LLP plan look like?
Service mix · median fees per plan
Count of plans where Morgan Lewis & Bockius LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Legal; Investment management fees paid directly by planCode 29 | 151 | $40,473 | |
Legal; Direct payment from the plan; Consulting (general)Code 16 | 3 | $20,738 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $9,743 | |
Direct payment from the plan; ActuarialCode 11 | 1 | $388,861 | |
Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 1 | $415,915 | |
Direct payment from the plan; Account maintenance feesCode 50 | 1 | $69,814 |
Competitor overlap
Percent of Morgan Lewis & Bockius LLP'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 Morgan Lewis & Bockius LLP.
| Sponsor | From | Assets |
|---|---|---|
MASS GENERAL BRIGHAM INCORPORATEDMA · 043230035-499 | Alight | $10.3B |
INTEL CORPORATIONCA · 941672743-001 | Fidelity Investments | $7.3B |
JETBLUE AIRWAYS CORPORATIONNY · 870617894-001 | SVB Wealth LLC | $5.4B |
XEROX CORPORATIONCT · 160468020-334 | Voya | $4.0B |
JONES LANG LASALLE AMERICAS, INC.IL · 364160760-001 | Strategic Advisers | $3.9B |
EMERSON ELECTRIC COMPANYMO · 430259330-016 | GO2 Partners | $3.6B |
EMERSON ELECTRIC COMPANYMO · 430259330-067 | WTW | $3.4B |
EASTMAN KODAK COMPANYNY · 160417150-001 | Sounders Financial Advisors, LLC | $3.1B |
TRUSTEES OF PIPE FITTERS RETIREMENT FUND LOCAL 597IL · 626105084-001 | NICHOLE LINHARDT | $3.0B |
TRUSTEES OF PIPE FITTERS ASSOCIATION LOCAL 597IL · 361820310-002 | PHIL HAYES | $2.5B |
Plans lost in 2024
Appeared last year under Morgan Lewis & Bockius LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | Capital Bank & Trust Company | $14.3B |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | Blue Owl Capital Inc | $4.8B |
TRUSTEES OF I.B. OF T. UNION LOCAL 710 PENSION FUNDIL · 362377656-001 | MICHAEL O'MALLEY | $4.0B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M Investments, LLC | $1.6B |
BBU, INC.PA · 752490530-002 | Fidelity Investments | $1.1B |
CARDTRONICS USA, INC.GA · 760419117-005 | OneDigital | $1.1B |
SIGNIFY NORTH AMERICA CORPORATIONNJ · 043391805-002 | Vanguard | $941M |
UNILEVER UNITED STATES, INCNJ · 132915928-002 | Morgan Stanley | $893M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | Mercer | $730M |
SELECTIVE INSURANCE COMPANY OF AMERICANJ · 221272390-002 | T. Rowe Price | $677M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $13,347 | 10y | 1 |
U.S. BANCORPMN · 410255900-004 | $11.4B | 90,116 | $168,376 | 7y | 1 |
NORTHWELL HEALTH, INC.NY · 113418133-003 | $10.9B | 65,962 | $33,721 | 2y | - |
MASS GENERAL BRIGHAM INCORPORATEDMA · 043230035-499 | $10.3B | 92,406 | $30,240 | 1y | - |
UBS AGNJ · 980186363-002 | $10.2B | 34,848 | $33,824 | 3y | 1 |
THE PNC FINANCIAL SERVICES GROUP, INC.PA · 251435979-001 | $10.2B | 75,644 | $33,268 | 10y | - |
SHELL USA, INC.TX · 131299890-001 | $9.7B | 31,775 | $197,338 | 3y | - |
NEW ENGLAND TEAMSTERS PENSION FUNDMA · 046372430-001 | $9.1B | 71,331 | $954,482 | 9y | - |
B/O/T UNITED ASSOCIATION NATIONAL PENSION FUNDVA · 526152779-001 | $7.7B | 196,837 | $160,122 | 9y | - |
INTEL CORPORATIONCA · 941672743-001 | $7.3B | 29,222 | $18,223 | 3y | - |
Flag exposure
91.8%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 (80)
Raw Schedule C names collapsed into Morgan Lewis & Bockius LLP.
- FIDUCIARY ADMINISTRATORS
- FIDUCIARY ADMINISTRATORS LLC
- FIDUCIARY ADMINISTRATORS, LLC
- FIDUCIARY ASSET MANAGEMENT LLC
- FIDUCIARY ASSOCIATES, LLC
- FIDUCIARY BENCHMARKS
- FIDUCIARY BENCHMARKS INSIGHT, LLC
- FIDUCIARY BENCHMARKS INSIGHTS LLC
- FIDUCIARY BENCHMARKS INSIGHTS, LLC
- FIDUCIARY BENEFITS
- FIDUCIARY CAPITAL MANAGEMENT
- FIDUCIARY CAPITAL MANGEMENT
- FIDUCIARY CONSULTANTS
- FIDUCIARY CONSULTANTS INC
- FIDUCIARY CONSULTANTS, INC
- FIDUCIARY CONSULTANTS, INC.
- FIDUCIARY CONSULTING AND GOVERNANCE
- FIDUCIARY CONSULTING GRO
- MORGAIN LEWIS
- MORGAN & LEWIS
- MORGAN LEWIS
- MORGAN LEWIS & BACCHIUS
- MORGAN LEWIS & BOCHIUS LLP
- MORGAN LEWIS & BOCKI
- MORGAN LEWIS & BOCKI LLP
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 Morgan Lewis & Bockius LLP'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 | 2 | 1.26% | 7.76% | -6.50 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 15 | 9.43% | 1.71% | +7.72 pp |
| Failed to provide benefit | 9 | 5.66% | 0.14% | +5.52 pp |
| Corrective distributions | 20 | 12.58% | 1.76% | +10.82 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 Morgan Lewis & Bockius LLP. Compare to the incumbent market share (0.2%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Morgan Lewis & Bockius LLP'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 |
|---|---|---|
| WTW | 55 | 34.6% |
| SEI Investments | 30 | 18.9% |
| Mercer | 18 | 11.3% |
| Aon | 16 | 10.1% |
| Goldman Sachs Asset Management | 12 | 7.5% |
| Investment Performance Services LLC | 10 | 6.3% |
| Loomis Sayles | 10 | 6.3% |
| Inter-Continental Real Estate Corp | 9 | 5.7% |
| PIMCO | 9 | 5.7% |
| Wedge Capital Management, L.L.P. | 8 | 5.0% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).