NISA Investment Advisors
advisor34 known aliases resolved via the canonical alias map
Market position · 2024
Plans served138+2 YoYRank #157 of mapped providers
Assets under administration$374.5B0.4%Market share · rank #30
Fees received$89MMedian $319,998/planSum across Schedule C direct + indirect
Net wins YoY+218 won · 16 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 NISA Investment Advisors plan look like?
Service mix · median fees per plan
Count of plans where NISA Investment Advisors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Other investment fees and expenses; Investment management fees paid directly by planCode 28 | 109 | $319,998 | |
Securities brokerage commissions and fees; Investment management; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 16 | $293,915 | |
Investment management fees paid directly by planCode 51 | 8 | $787,725 | |
Other commissionsCode 55 | 2 | $30,305 | |
Investment management; Custodial (other than securities); Custodial (securities); Investment management fees paid directly by planCode 18 | 1 | $206,635 | |
Direct payment from the plan; Trustee (discretionary); Investment management; Investment management fees paid directly by plan; Valuation (appraisals, etc.); Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $160,000 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $462,812 |
Competitor overlap
Percent of NISA Investment Advisors'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 NISA Investment Advisors.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | LSEG | $12.2B |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | LSEG | $9.3B |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | SALARIES - MANAGEMENT | $6.6B |
AETNA INC.CT · 232229683-003 | Arrowstreet Capital | $5.2B |
NORTHWELL HEALTH, INC.NY · 113418133-006 | Harding Loevner | $2.8B |
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | Fidelity Employer Services Company | $1.4B |
MARTIN MARIETTA MATERIALS, INC.NC · 561848578-002 | Northern Trust | $1.3B |
XCEL ENERGY INC.MN · 410448030-001 | Hudson Canyon Capital Management | $1.2B |
DEUTSCHE BANK AMERICAS HOLDING CORPORATIONNY · 133645372-001 | Aberdeen Asset Management | $1.1B |
NORTHERN INDIANA PUBLIC SERVICE COMPANYIN · 350552990-001 | BlackRock | $1.0B |
Plans lost in 2024
Appeared last year under NISA Investment Advisors; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONNECT HOLDING II LLC D/B/A BRIGHTSPEEDNC · 873811759-200 | Crowe | $1.9B |
NAMED FIDUCIARIES OF THE PENSION PLAN FOR INSURANCE ORGANIZATIONSNJ · 270131295-001 | STEVEN WEISBART | $1.1B |
HORMEL FOODS CORPORATIONMN · 410319970-001 | Curcio Webb, LLC | $880M |
BATTELLE MEMORIAL INSTITUTEOH · 314379427-006 | Townsend Holdings LLC | $769M |
US FOODS, INC.IL · 363642294-012 | (new plan) | $761M |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-001 | Mercer | $703M |
HORMEL FOODS CORPORATIONMN · 410319970-002 | Curcio Webb, LLC | $297M |
BROWNING-FERRIS INDUSTRIES, LLCAZ · 741673682-002 | Aon | $171M |
A. O. SMITH CORPORATIONWI · 390619790-001 | (new plan) | $23M |
COCA-COLA CONSOLIDATED, INC.NC · 560950585-001 | (new plan) | $9M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $545,651 | 1y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $1M | 7y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $4M | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $2M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $1M | 5y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $3M | 10y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $1M | 2y | - |
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | $14.7B | 92,130 | $1M | 4y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $988,895 | 1y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $2M | 4y | - |
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 (34)
Raw Schedule C names collapsed into NISA Investment Advisors.
- FORTRESS FINANCIAL PARTNERS
- FORTRESS GROUP
- FORTRESS INVESTMENT GROUP LLC
- FORTRESS JAPAN OPPORTUNITY FUND
- FORTRESS JAPAN OPPORTUNITY MGT, LLC
- FORTRESS LENDING
- FORTRESS PRIVATE LEDGER LLC
- NI ADVISORS
- NISA
- NISA INVESMENT ADVISORS, LLC
- NISA INVESTEMENT ADVISORS
- NISA INVESTMENT ADVISOR
- NISA INVESTMENT ADVISOR LLC
- NISA INVESTMENT ADVISORS
- NISA INVESTMENT ADVISORS L.L.C
- NISA INVESTMENT ADVISORS L.L.C.
- NISA INVESTMENT ADVISORS LLC
- NISA INVESTMENT ADVISORS LLC.
- NISA INVESTMENT ADVISORS LLP
- NISA INVESTMENT ADVISORS, L.L.C.
- NISA INVESTMENT ADVISORS, LLC
- NISA INVESTMENT ADVISORS, LLC.
- NISA INVESTMENT ADVISORS,L.L.C.
- NISA INVESTMENT ADVOSORS, LLC
- NISA INVESTMENT MANAGEMENT
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 NISA Investment Advisors'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 | 4 | 2.90% | 7.76% | -4.86 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 1 | 0.72% | 1.71% | -0.99 pp |
| Failed to provide benefit | 1 | 0.72% | 0.14% | +0.59 pp |
| Corrective distributions | 3 | 2.17% | 1.76% | +0.42 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 NISA Investment Advisors. 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 NISA Investment Advisors'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 | 7 | 5.1% |
| Groom Law Group, Chartered | 6 | 4.3% |
| Proskauer Rose LLP | 6 | 4.3% |
| Kilpatrick Townsend & Stockton LLP | 4 | 2.9% |
| ALSTON & BIRD LLP | 3 | 2.2% |
| Covington & Burling LLP | 3 | 2.2% |
| K&L Gates LLP | 3 | 2.2% |
| Seyfarth Shaw LLP | 3 | 2.2% |
| Ballard Spahr LLP | 2 | 1.4% |
| Baum Sigman Auerbach & Neuman, Ltd. | 2 | 1.4% |
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).