FAYEZ SAROFIM & CO
11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1640 of mapped providers
Assets under administration$6.4B0.0%Market share · rank #1621
Fees received$458,943Median $37,076/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 FAYEZ SAROFIM & CO plan look like?
Service mix · median fees per plan
Count of plans where FAYEZ SAROFIM & CO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 5 | $76,805 | |
Investment advisory (participants); Direct payment from the planCode 26 | 1 | $8,340 | |
Investment advisory (plan)Code 27 | 1 | $27,984 |
Competitor overlap
Percent of FAYEZ SAROFIM & CO'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 FAYEZ SAROFIM & CO.
| Sponsor | From | Assets |
|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | ONE CAPITAL MANAGEMENT LLC | $3.1B |
Plans lost in 2024
Appeared last year under FAYEZ SAROFIM & CO; not this year.
| Sponsor | To | Assets |
|---|---|---|
BRADFORD WHITE CORPORATIONPA · 232384646-003 | PNC BANK, N.A. | $72M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
LATHAM & WATKINS LLPCA · 952018373-001 | $3.1B | 8,106 | $8,340 | 1y | 1 |
BOARD OF TRUSTEES - SOUTHERN ELECTRICAL RETIREMENT FUNDTN · 626125711-001 | $2.2B | 25,932 | $76,805 | 10y | - |
TEXAS CHILDREN'STX · 760461578-001 | $679M | 18,528 | $79,679 | 9y | - |
PGA TOUR, INCFL · 520999206-002 | $291M | 4,492 | $37,076 | 10y | 1 |
BOARD OF TRUSTEES - TIDEWATER ELECTRICAL INDUSTRY PENSION FUNDVA · 546127076-001 | $65M | 971 | $26,135 | 10y | - |
THE ESTATE OF THOMAS O'CONNORTX · 746039142-001 | $64M | 148 | $202,924 | 10y | - |
SEVEN ACRES JEWISH SENIOR CARE SERVICES, INC.TX · 741143086-002 | $6M | 334 | $27,984 | 10y | - |
Flag exposure
85.7%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 (11)
Raw Schedule C names collapsed into FAYEZ SAROFIM & CO.
- FAYEZ FAROFIM & CO.
- FAYEZ SAROFIM
- FAYEZ SAROFIM & CO
- FAYEZ SAROFIM & CO LLC
- FAYEZ SAROFIM & CO.
- FAYEZ SAROFIM AND CO
- FAYEZ SAROFIM CO
- FAYEZ SAROFIM, CO.
- FAYEZ SAROFIN & COMPANY
- FAYEZ SAROFM & CO
- SAROFIM FAYEZ & CO
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 FAYEZ SAROFIM & CO'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 | 1 | 14.29% | 1.71% | +12.57 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 14.29% | 1.76% | +12.53 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 FAYEZ SAROFIM & CO. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent