Panagora Asset Management
advisor39 known aliases resolved via the canonical alias map
Market position · 2024
Plans served28-14 YoYRank #626 of mapped providers
Assets under administration$12.3B0.0%Market share · rank #1045
Fees received$2MMedian $58,018/planSum across Schedule C direct + indirect
Net wins YoY-132 won · 15 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 Panagora Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Panagora Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 21 | $84,547 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 3 | $46,463 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $18,000 | |
Direct payment from the plan; Trustee (individual); Soft dollars commissionsCode 20 | 1 | $274,002 | |
Trustee (discretionary)Code 24 | 1 | $4,000 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $69,572 |
Competitor overlap
Percent of Panagora 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 Panagora Asset Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Panagora Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | Agilis Partners LLC | $2.6B |
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI-EMPLOYER RETIREMENT PLANGA · 131426500-419 | Weaver & Tidwell LLP | $1.8B |
TRUSTEES OF THE ROCKY MOUNTAIN UFCW PENSION PLAN C/O ZENITH AMERICAN SCO · 846045986-001 | Northern Trust | $1.3B |
COOPERATIVE BANKS EMPLOYEES RETIREMENT ASSOCIATIONMA · 046035593-334 | Select Equity Group | $299M |
JACK IN THE BOX INC.CA · 952698708-001 | Aon | $297M |
BOARD OF TRUSTEES TEAMSTER AFFILIATES PENSION PLANDC · 526128127-333 | LOUISA MARGARET SLAPPEY | $250M |
NEVADA RESORT ASSOCIATION IATSE LOCAL 720 RETIREMENT PLAN, BOARD OF TRNV · 510144767-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $227M |
B OF T IBEW LOCAL 640 CHAPTER NECA DB PENSION PLANAZ · 860323980-001 | Wilmington Trust | $200M |
BOARD OF TRUSTEES, LOCAL 191 I.B.E.W. MONEY PURCHASEWA · 911176302-002 | Washington Capital Management | $194M |
INTERNATIONAL BROTHERHOOD OF TEAMSTERSDC · 530215427-001 | PennantPark Investment Advisers | $132M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUSTWA · 916022315-001 | $1.5B | 19,989 | $171,153 | 7y | - |
BOARD OF TRUSTEES, UNITED ASSOCIATION UNION LOCAL NO.OR · 936021114-001 | $1.3B | 6,486 | $153,920 | 7y | - |
BOT, WA STATE PLUMBING AND PIPEFITTING INDUSTRY PENSION PLANWA · 916029141-001 | $1.3B | 10,360 | $137,148 | 7y | - |
BOARD OF TRUSTEES, OREGON RETAIL EMPLOYEES PENSIONOR · 936074377-001 | $1.1B | 56,361 | $274,002 | 8y | - |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | $854M | 7,196 | $136,693 | 8y | - |
BOARD OF TRUSTEES, IBEW 332 PENSION PLAN - PART ACA · 942688032-004 | $817M | 4,680 | $190,678 | 10y | - |
BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513MO · 430827344-001 | $811M | 5,456 | $35,613 | 8y | - |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | $594M | 7,937 | $84,547 | 8y | - |
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSIONCT · 061065206-001 | $470M | 12,913 | $246,175 | 10y | - |
BOARD OF TRUST OF THE ANNUITY FD OF THE ELECTRICAL INDUSTRY OF LINY · 116045930-002 | $446M | 2,959 | $106,404 | 10y | - |
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 (39)
Raw Schedule C names collapsed into Panagora Asset Management.
- GARY R HUNJIKER
- GARY R MILLER
- GARY R. ACKER
- GARY ROOTH
- GARY ROTHMAN ESQ.
- GARY ROWELL
- GARY S. SIMPSON
- GARY SCIORTINO
- GARY SHIVERS
- GARY YAGLENSKI
- GARZA/GONZALEZ & ASSOCIATES
- GAS SOUTH LLC
- GAS SOUTH, LLC
- GASBER FINANCIAL ADVISORS
- GASBER FINANCIAL ADVISORS, INC
- GASBER FINANCIAL ADVISORS, INC.
- GASKIN ASSET MANAGEMENT
- PAN AGORA ASSET MANAGEMENT
- PANAGONA RISK PARITY
- PANAGORA
- PANAGORA ASSET
- PANAGORA ASSET MAMANGEMENT, INC
- PANAGORA ASSET MANAGEMENT
- PANAGORA ASSET MANAGEMENT (EQUITY)
- PANAGORA ASSET MANAGEMENT INC
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 Panagora 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 | 1 | 3.57% | 7.76% | -4.19 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 7.14% | 1.71% | +5.43 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 Panagora 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 Panagora 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 |
|---|---|---|
| Baldwin Moffitt Behm LLP | 6 | 21.4% |
| Spencer Fane | 5 | 17.9% |
| Turner, Stoeve & Gagliardi, P.S. | 5 | 17.9% |
| Barlow Coughran Morales & Josephson | 4 | 14.3% |
| Weinberg, Roger & Rosenfeld | 4 | 14.3% |
| Archer Byington Glennon & Levine | 3 | 10.7% |
| Barlow & Coughran, P.S. | 3 | 10.7% |
| Kraw & Kraw Law Group | 3 | 10.7% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 3.6% |
| Brownstein Rask | 1 | 3.6% |