ALGER
35 known aliases resolved via the canonical alias map
Market position · 2024
Plans served21-15 YoYRank #664 of mapped providers
Assets under administration$56.0B0.1%Market share · rank #290
Fees received$5MMedian $50,331/planSum across Schedule C direct + indirect
Net wins YoY-130 won · 13 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 ALGER plan look like?
Service mix · median fees per plan
Count of plans where ALGER 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 indirectly by plan; Investment management fees paid directly by planCode 28 | 15 | $135,329 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $5,136 | |
Direct payment from the plan; Trustee (individual)Code 20 | 1 | $35,000 | |
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 1 | $34,443 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 1 | $28,476 |
Competitor overlap
Percent of ALGER'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 ALGER.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under ALGER; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | CAMDEN ASSET MANAGEMENT, LP | $5.3B |
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | CAMDEN ASSET MANAGEMENT, LP | $3.0B |
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | F/M INVESTMENTS LLC | $1.6B |
PLUMBERS AND STEAMFITTERS 486 PENSION FUND BOARD OF TRUSTEESMD · 526124449-001 | INTERCONTINENTAL REAL ESTATE CORP | $350M |
BOARD OF TRUSTEES - TRI-STATE CARPENTERS AND JOINERS PENSIONTN · 620976048-001 | MORGAN STANLEY SMITH BARNEY | $228M |
MARITIME ASSOCIATION - I.L.A. PENSION FUNDTX · 741721447-001 | BRUNSWICK PRESS | $179M |
BAC LOCAL NO. 1 WASHINGTON PENSION TRUSTWA · 916091466-001 | FOUNDRY PARTNERS | $151M |
MILK DRIVERS & DAIRY EMPLOYEES LOCAL NO. 246 OF WASHINGTON D.C PENSIONMD · 526070425-001 | BOYD WATTERSON ASSET MANAGEMENT | $100M |
HOLLOW METAL PENSION FUNDNY · 112758544-001 | KELSEY HARDIN | $79M |
KUDU DYNAMICSVA · 463357840-001 | EAGLEASSET | $22M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | $22.2B | 80,789 | $1M | 4y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 2y | - |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $2M | 10y | - |
BOARD OF TRUSTEES OF TEAMSTERS PENSION TRUST FUND OF PHILADELPHIA & VINJ · 231511735-001 | $2.7B | 24,600 | $918,041 | 10y | - |
LABORERS' DISTRICT COUNCIL CONSTRUCTION INDUSTRY PENSION FUNDPA · 236235338-001 | $1.2B | 9,405 | $496,282 | 10y | - |
TRUSTEES UFCW LOCAL 1262 PENSION FUNDNJ · 226074414-001 | $1.0B | 25,701 | $440,775 | 10y | - |
BRD OF TTEES UFCW LOCAL ONE PENSION FUNDNY · 166144007-001 | $968M | 18,198 | $156,729 | 10y | - |
BOARD OF TRUSTEES OF DIVISION 1181 ATU- NY EMPLOYEES PENSION FUNDNY · 116183515-001 | $767M | 13,861 | $248,189 | 3y | 1 |
BOARD OF TRUSTEES OF THE 1199SEIU HOME CARE EMPLOYEES PENSION FUNDNY · 133943904-001 | $569M | 98,110 | $0 | 3y | - |
BOARD OF TRUSTEES WATERFRONT EMPLOYERS - ILA PENSION PLANSC · 576027499-001 | $482M | 2,388 | $123,569 | 9y | - |
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 (35)
Raw Schedule C names collapsed into ALGER.
- ALFRED ALGER
- ALGER
- ALGER CAP
- ALGER CAP APPRECIATION
- ALGER CAPITAL
- ALGER DOLAND
- ALGER FUND
- ALGER FUNDS
- FRED A MORETON & COMPANY DBA MORETO
- FRED ALGER
- FRED ALGER & COMPANY
- FRED ALGER & COMPANY INC
- FRED ALGER FUNDS
- FRED ALGER MANAGEMENT
- FRED ALGER MANAGEMENT , INC
- FRED ALGER MANAGEMENT , INC.
- FRED ALGER MANAGEMENT INC
- FRED ALGER MANAGEMENT INC.
- FRED ALGER MANAGEMENT LLC
- FRED ALGER MANAGEMENT, INC
- FRED ALGER MANAGEMENT, INC.
- FRED ALGER MANAGEMENT, LLC
- FRED ALGER MANAGMENT
- FRED ALGER MANAGMENT INC.
- FRED ALGER 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 ALGER'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 | 2 | 9.52% | 1.71% | +7.81 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 4.76% | 1.76% | +3.00 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 ALGER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent