EAGLE CAPITAL MANAGEMENT, LLC
47 known aliases resolved via the canonical alias map
Market position · 2024
Plans served69-12 YoYRank #284 of mapped providers
Assets under administration$62.1B0.1%Market share · rank #240
Fees received$18MMedian $104,258/planSum across Schedule C direct + indirect
Net wins YoY-125 won · 17 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 EAGLE CAPITAL MANAGEMENT, LLC plan look like?
Service mix · median fees per plan
Count of plans where EAGLE CAPITAL MANAGEMENT, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Direct payment from the planCode 28 | 53 | $126,851 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 6 | $140,162 | |
Securities brokerage commissions and fees; Investment advisory (plan); Investment management; Investment management fees paid directly by planCode 27 | 5 | $20,000 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $167,506 | |
Contract AdministratorCode 13 | 1 | $1,330 | |
Other services; Recordkeeping fees; Other fees; Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $15,010 | |
Investment management; Custodial (securities)Code 19 | 1 | $8,857 |
Competitor overlap
Percent of EAGLE CAPITAL MANAGEMENT, LLC'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 EAGLE CAPITAL MANAGEMENT, LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
AMERICAN WATER WORKS CO., INC.NJ · 510063696-004 | MORGAN STANLEY SMITH BARNEY | $682M |
PLUMBERS LOCAL 9 PENSION FUNDNJ · 510219541-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $282M |
HPJ INDUSTRIES INC.OH · 262088419-001 | (new plan) | $2M |
CREATURE COMFORTS BREWING COMPANY,GA · 455034383-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under EAGLE CAPITAL MANAGEMENT, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | BRINKER CAPITAL | $8.5B |
WESTROCK COMPANYGA · 473335141-027 | MORGAN STANLEY SMITH BARNEY | $4.0B |
ERICSSON INC.TX · 061119960-006 | STIFEL NICOLAUS & CO INC | $3.5B |
BOARD OF TRUSTEES,CONSTRUCTION LABORERS PENSION TRUST FOR SOUTHERN CACA · 436159056-001 | CALIBRE CPA GROUP PLLC | $3.3B |
MAIN LINE HEALTH, INC.PA · 232331531-001 | PRIMARY WEALTH MANAGEMENT, LLC | $1.6B |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | WELLINGTON TRUST COMPANY | $1.3B |
MESSER INC.OH · 201963972-001 | JPMCB STRATEGIC PROPERTY FUND | $557M |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | NATIONAL INVESTMENT SERVICES | $293M |
GLAZIERS UNION LOCAL NO. 27 PENSION & RETIREMENT PLAN TRUSTEESIL · 366034076-001 | HIG BAYSIDE LOAN ADVISORS | $159M |
THE MUSEUM OF MODERN ARTNY · 131624100-001 | MILLIMAN, INC. | $108M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UBS AGNJ · 980186363-002 | $10.2B | 34,848 | $4M | 9y | 1 |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $389,623 | 9y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $209,992 | 10y | - |
NXP USA, INC.TX · 200443182-001 | $3.8B | 8,578 | $2M | 9y | 1 |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $696,414 | 2y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $489,061 | 9y | - |
BD OF TRUSTEES LOC. 804 & LOC. 447 MULTI-EMPLOYER RET. PLANGA · 516117726-001 | $2.4B | 12,427 | $786,366 | 4y | - |
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $388,527 | 10y | - |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $519,323 | 5y | 1 |
WELLSTAR HEALTH SYSTEM, INC.GA · 581649541-003 | $1.5B | 21,242 | $2M | 6y | - |
Flag exposure
95.7%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 (47)
Raw Schedule C names collapsed into EAGLE CAPITAL MANAGEMENT, LLC.
- EAGLE
- EAGLE ACTUARIAL SERVICES LLC
- EAGLE ACTUARIAL SERVICES, LLC
- EAGLE ASSET
- EAGLE ASSET MANAGEMENT
- EAGLE ASSET MANAGEMENT 59-3171014
- EAGLE ASSET MANAGEMENT INC
- EAGLE ASSET MANAGEMENT INC.
- EAGLE ASSET MANAGEMENT, INC
- EAGLE ASSET MANAGEMENT, INC.
- EAGLE ASSET MANAGMENT
- EAGLE ASSET MGMNT
- EAGLE ASSET MGMT
- EAGLE ASSETS
- EAGLE CAPIAL MANAGEMENT
- EAGLE CAPITAL
- EAGLE CAPITAL MANAAGEMENT, LLC
- EAGLE CAPITAL MANAGEMENT
- EAGLE CAPITAL MANAGEMENT LLC
- EAGLE CAPITAL MANAGEMENT LP
- EAGLE CAPITAL MANAGEMENT LTD
- EAGLE CAPITAL MANAGEMENT PARTNERS L
- EAGLE CAPITAL MANAGEMENT, LLC
- EAGLE CAPITAL MANAGEMENT.
- EAGLE CAPITAL MANAGEMET,LLC
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 EAGLE CAPITAL MANAGEMENT, LLC'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 | 2.90% | 7.76% | -4.86 pp |
| Fidelity bond gap | 3 | 4.35% | 26.94% | -22.59 pp |
| Late contributions | 7 | 10.14% | 1.71% | +8.43 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 5.80% | 1.76% | +4.04 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 EAGLE CAPITAL MANAGEMENT, LLC. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
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).