GOLDMAN SACHS
620 known aliases resolved via the canonical alias map
Market position · 2024
Plans served309-14 YoYRank #82 of mapped providers
Assets under administration$466.7B0.5%Market share · rank #28
Fees received$99MMedian $52,686/planSum across Schedule C direct + indirect
Net wins YoY-1163 won · 74 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 GOLDMAN SACHS plan look like?
Service mix · median fees per plan
Count of plans where GOLDMAN SACHS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by plan; Non-monetary compensationCode 28 | 201 | $72,169 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 46 | $41,757 | |
Investment management; Investment advisory (participants); Investment advisory (plan)Code 26 | 20 | $22,951 | |
Other feesCode 99 | 10 | $18,764 | |
Investment management fees paid directly by planCode 51 | 8 | $147,085 | |
Redemption fees; Investment management fees paid indirectly by plan; Trustee (directed); Other services; Distribution (12b-1) fees; Participant loan processing; Float revenue; Investment advisory (plan); Recordkeeping and information management (computing, tabulating, data processing, etc.); Account maintenance fees; Participant communication; Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Shareholder servicing fees; Direct payment from the planCode 15 | 5 | $23,398 | |
Investment management; Investment management fees paid indirectly by plan; Custodial (securities)Code 19 | 5 | $13,462 | |
Investment management fees paid indirectly by planCode 52 | 5 | $3,277 |
Competitor overlap
Percent of GOLDMAN SACHS'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 GOLDMAN SACHS.
| Sponsor | From | Assets |
|---|---|---|
MAYO CLINICMN · 416011702-001 | SIT INVESTMENT ASSOCIATES | $11.8B |
INSPERITY HOLDINGS, INC.TX · 760178498-001 | ROCATON INVESTMENT ADVISORS, LLC | $9.4B |
SUTTER HEALTHCA · 942788907-333 | KPMG LLP | $6.2B |
CBRE SERVICES, INC.TX · 521616016-001 | CURCIO WEBB | $4.3B |
WILLIS TOWERS WATSON US LLCVA · 530181291-004 | LEGAL & GENERAL INVESTMENT | $2.8B |
PACCAR INCWA · 910351110-001 | RUSSELL TRUST COMPANY | $2.7B |
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $1.9B |
BD OF TRUSTEES-LEGACY PLAN OF THE NATIONAL RETIREMENT FUNDNY · 136130178-001 | LIFESTATUS360, LLC | $1.9B |
AKAMAI TECHNOLOGIES, INC.MA · 043432319-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.4B |
R. R. DONNELLEY & SONS COMPANYIL · 361004130-003 | GREAT-WEST LIFE & ANNUITY INSURANCE | $1.4B |
Plans lost in 2024
Appeared last year under GOLDMAN SACHS; not this year.
| Sponsor | To | Assets |
|---|---|---|
3M COMPANYMN · 410417775-002 | FALCON STRATEGIC PARTNERS IV | $14.3B |
STEELWORKERS PENSION TRUSTPA · 236648508-499 | ASF IX | $6.6B |
AON CORPORATIONGA · 363051915-020 | THE VANGUARD GROUP, INC. | $6.2B |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-002 | GLOBAL VIEW CAPITAL MANAGEMENT | $6.0B |
MARS, INCORPORATEDNJ · 221594774-001 | TREXQUANT OFFSHORE FUND | $5.3B |
NATIONWIDE MUTUAL INSURANCE COMPANYOH · 314177100-333 | (new plan) | $5.3B |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $4.1B |
UNITED BENEFITS GROUPMO · 010689331-001 | BLACKROCK | $3.4B |
BUILDING TRADES UNITED PENSION TRUST FUNDWI · 516049409-001 | H.I.G. CAPITAL, LLC | $3.0B |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | ALL VALLEY ADMINISTRATORS, LLC | $2.9B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | $56.4B | 639,222 | $14M | 9y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $530,872 | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 8y | - |
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $212,320 | 10y | 1 |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $536,258 | 10y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $3M | 10y | - |
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $109,492 | 3y | - |
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $627,262 | 10y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $3M | 10y | - |
INSPERITY HOLDINGS, INC.TX · 760178498-001 | $9.4B | 231,912 | $425,000 | 1y | 1 |
Flag exposure
93.2%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 (620)
Raw Schedule C names collapsed into GOLDMAN SACHS.
- 1607 CAPITAL PARTNERS
- 1607 CAPITAL PARTNERS INTL EQUITY
- 1607 CAPITAL PARTNERS LLC
- 1607 CAPITAL PARTNERS, LLC
- A & M CAPITAL PARTNERS LP
- A&M CAPITAL PARTNERS II
- A&M CAPITAL PARTNERS II LP
- A&M CAPITAL PARTNERS II, LP
- A&M CAPITAL PARTNERS III LP
- ABS CAPITAL PARTNERS INC.
- ABS CAPITAL PARTNERS, INC.
- ADAGE CAPITAL PARTNERS
- ADAGE CAPITAL PARTNERS, L.P.
- ADAGE CAPITAL PARTNERS, LP
- ALGORITHMIC CAPITAL PARTNERS, LLC
- ALINDA CAPITAL PARTNERS LLC
- AMERICAN CAPITAL PARTNERS LLC
- ANCHORAGE CAPITAL PARTNERS
- ARKADIOS CAPITAL PARTNERS
- ARKADIOS CAPITAL PARTNERS LLC
- ASHFIELD & COMPANY
- ASHFIELD CAPITAL PARTNERS
- ASHFIELD CAPITAL PARTNERS, LLC
- AVECO CAPITAL PARTNERS
- AVEO
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 GOLDMAN SACHS'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 | 6 | 1.94% | 7.76% | -5.82 pp |
| Fidelity bond gap | 4 | 1.29% | 26.94% | -25.65 pp |
| Late contributions | 29 | 9.39% | 1.71% | +7.67 pp |
| Failed to provide benefit | 2 | 0.65% | 0.14% | +0.51 pp |
| Corrective distributions | 37 | 11.97% | 1.76% | +10.22 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 GOLDMAN SACHS. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 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).