FIDUCIARY MANAGEMENT, INC.
7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-5 YoYRank #1020 of mapped providers
Assets under administration$2.7B0.0%Market share · rank #2690
Fees received$1MMedian $70,750/planSum across Schedule C direct + indirect
Net wins YoY-50 won · 5 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 FIDUCIARY MANAGEMENT, INC. plan look like?
Service mix · median fees per plan
Count of plans where FIDUCIARY MANAGEMENT, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Soft dollars commissionsCode 28 | 11 | $94,802 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $28,021 | |
Soft dollars commissions; Investment advisory (plan); Direct payment from the planCode 27 | 1 | $64,836 |
Competitor overlap
Percent of FIDUCIARY MANAGEMENT, INC.'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 FIDUCIARY MANAGEMENT, INC..
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FIDUCIARY MANAGEMENT, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
BRADLEY COMPANY, LLCWI · 390178880-001 | AGILIS PARTNERS LLC | $75M |
JT BD OF ADMIN TEAMSTERS LOCAL 211 PENSION FUNDPA · 251309337-001 | ACRISURE | $54M |
HYDRITE CHEMICAL COMPANYWI · 390364390-005 | (new plan) | $512 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF RETAIL WHOLESALE & DEPT STOREAL · 630708442-001 | $619M | 20,129 | $136,218 | 10y | - |
BOARD OF TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTION PENSION PLANMN · 416046858-001 | $388M | 3,302 | $215,935 | 9y | - |
TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSIONMN · 416046858-003 | $292M | 3,052 | $129,010 | 9y | - |
BOARD OF TRUSTEESWI · 390542913-001 | $273M | 2,274 | $16,285 | 8y | - |
MINNESOTA BAKERS UNION PENSION PLANMN · 416018079-001 | $227M | 2,821 | $140,596 | 10y | - |
JOINT BOARD OF TRUSTEES PLUMBERS & PIPEFITTERS U.A. LOCAL 85 PENSIONMI · 381752138-001 | $177M | 1,931 | $64,836 | 10y | - |
CONTRACTORS LABORERS TEAMSTERS & ENGINEERS PENSION PLANNE · 476049397-001 | $149M | 2,985 | $76,663 | 10y | - |
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUNDPA · 236546776-001 | $143M | 6,923 | $36,287 | 10y | - |
ROOFERS LOCAL NO 20 PENSION PLANMO · 436142370-002 | $110M | 1,315 | $94,802 | 10y | - |
SOUTHERN NV & CA GLAZIERS FABRICATORS PAINTERS & FLOORCOVERERS PENSIONV · 306003012-001 | $109M | 8,658 | $253,136 | 10y | 1 |
Flag exposure
100.0%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 (7)
Raw Schedule C names collapsed into FIDUCIARY MANAGEMENT, INC..
- FIDUCIARY MANAGEMENT
- FIDUCIARY MANAGEMENT COMPANY
- FIDUCIARY MANAGEMENT INC
- FIDUCIARY MANAGEMENT INC.
- FIDUCIARY MANAGEMENT, INC
- FIDUCIARY MANAGEMENT, INC.
- FIDUCIARY MGMT
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 FIDUCIARY MANAGEMENT, INC.'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 | 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 FIDUCIARY MANAGEMENT, INC.. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent