CREDIT SUISSE
27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-2 YoYRank #2453 of mapped providers
Assets under administration$12.5B0.0%Market share · rank #985
Fees received$1MMedian $162,362/planSum across Schedule C direct + indirect
Net wins YoY-20 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 CREDIT SUISSE plan look like?
Service mix · median fees per plan
Count of plans where CREDIT SUISSE ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Shareholder servicing feesCode 28 | 4 | $162,362 |
Competitor overlap
Percent of CREDIT SUISSE'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 CREDIT SUISSE.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under CREDIT SUISSE; not this year.
| Sponsor | To | Assets |
|---|---|---|
CREDIT SUISSE SECURITIES USA LLCNY · 050546650-002 | JOE HUBER | $5.2B |
CREDIT SUISSE SECURITIES USA LLCNY · 050546650-004 | JOE HUBER | $709M |
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 | $1M | 9y | - |
PHILLIPS 66 COMPANYTX · 371652702-001 | $2.2B | 15,952 | $324,724 | 7y | - |
METROPOLITAN OPERA ASSOCIATION, INCNY · 131624087-007 | $265M | 1,641 | $0 | 2y | - |
CAHEC MANAGEMENT, INC.NC · 843628117-001 | $9M | 510 | $0 | 4y | - |
Flag exposure
75.0%Market: 89.2%
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 (27)
Raw Schedule C names collapsed into CREDIT SUISSE.
- CREDIT SUISSE
- CREDIT SUISSE AG
- CREDIT SUISSE ASSET MANAGEMENT
- CREDIT SUISSE ASSET MANAGEMENT LLC
- CREDIT SUISSE ASSET MANAGEMENT, LLC
- CREDIT SUISSE ASSET MGMT LLC
- CREDIT SUISSE ASSET MGMT, LLC
- CREDIT SUISSE EM
- CREDIT SUISSE FIRST BOSTON
- CREDIT SUISSE FIRST BOSTON CORP
- CREDIT SUISSE FIRST BOSTON HONG KON
- CREDIT SUISSE FIRST BOSTON LLC
- CREDIT SUISSE FIRST BOSTON LLC.
- CREDIT SUISSE SECURITIES
- CREDIT SUISSE SECURITIES (USA) LLC
- CREDIT SUISSE SECURITIES (USA) LLP
- CREDIT SUISSE SECURITIES (USA), LLC
- CREDIT SUISSE SECURITIES LLC
- CREDIT SUISSE SECURITIES NY
- CREDIT SUISSE SECURITIES USA LLC
- CREDIT SUISSE SECURITIES USA, INC
- CREDIT SUISSE SECURITY (USA)
- CREDIT SUISSE SECURTIES(USA) LLC
- CREDIT SUISSE STRATEGIC PARTNERS PA
- FP CREDIT PARTNERS II AGGREGATOR A
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 CREDIT SUISSE'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 CREDIT SUISSE. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent