GENESIS ASSET MANAGERS LLP
22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served7-4 YoYRank #2087 of mapped providers
Assets under administration$22.0B0.0%Market share · rank #609
Fees received$114,967Median $14,820/planSum across Schedule C direct + indirect
Net wins YoY-60 won · 6 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 GENESIS ASSET MANAGERS LLP plan look like?
Service mix · median fees per plan
Count of plans where GENESIS ASSET MANAGERS LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (general)Code 15 | 2 | $16,830 | |
Consulting (pension)Code 17 | 2 | $5,018 | |
Investment management fees paid directly by plan; Investment managementCode 28 | 2 | $30,018 | |
Other services; Direct payment from the planCode 49 | 1 | $11,236 |
Competitor overlap
Percent of GENESIS ASSET MANAGERS LLP'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 GENESIS ASSET MANAGERS LLP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under GENESIS ASSET MANAGERS LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUIST FINANCIAL CORPORATIONNC · 560939887-001 | EMERGING MARKETS VALUE PORTFOLIO | $14.6B |
GLAXOSMITHKLINE LLCPA · 231099050-003 | APEX CAPITAL MANAGEMENT | $2.9B |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-001 | HS2 BENEFITS | $1.6B |
MAINEHEALTHME · 010238552-001 | WILLIS TOWERS WATSON US LLC | $764M |
DOLE FOOD COMPANY, INC.NC · 990035300-029 | WILSHIRE ASSOCIATES INCORPORATED | $152M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRAVELERS COMPANIES, INC.MN · 410518860-002 | $10.4B | 42,215 | $14,820 | 6y | 1 |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $11,236 | 9y | - |
TRAVELERS COMPANIES, INC.MN · 410518860-001 | $4.2B | 45,786 | $18,840 | 7y | - |
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $43,890 | 1y | - |
BOARD OF TRUSTEES OF U.A. LOCAL 38 TRUST FUNDSCA · 941285319-002 | $211M | 2,230 | $16,146 | 1y | - |
UNITED STEELWORKERS LOCAL 14614 PENSION TRUST BOARD OF TRUSTEESKY · 550549322-001 | $44M | 1,407 | $5,439 | 6y | - |
UNITED STEELWORKERS LOCAL 14614 SUPPLEMENTAL ANN BOARD OF TRUSTEESKY · 550549322-002 | $8M | 1,280 | $4,596 | 8y | - |
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 (22)
Raw Schedule C names collapsed into GENESIS ASSET MANAGERS LLP.
- GENESIS
- GENESIS ADVISORS LLC
- GENESIS ASSET MANAGEMENT
- GENESIS ASSET MANAGERS
- GENESIS ASSET MANAGERS LLP
- GENESIS ASSET MANAGERS LP
- GENESIS ASSET MANAGERS, LLP
- GENESIS ASSET MANAGERS,LLP
- GENESIS BENEFIT SOLUTIONS INC
- GENESIS BENEFIT SOLUTIONS INC.
- GENESIS CORP
- GENESIS EMERGING MARKET
- GENESIS EMERGING MARKETS FUND
- GENESIS GROUP
- GENESIS GROUP TRUST
- GENESIS HR SOLUTIONS, INC.
- GENESIS INVESTMENT MANAGMENT, LLP
- GENESIS LLP
- GENESIS NETWORKING
- GENESIS, CORP
- NB GENESIS TR
- REINHART GENESIS
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 GENESIS ASSET MANAGERS LLP'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 | 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 GENESIS ASSET MANAGERS LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent