LAZARD ASSET MANAGEMENT
48 known aliases resolved via the canonical alias map
Market position · 2024
Plans served71-17 YoYRank #257 of mapped providers
Assets under administration$218.1B0.2%Market share · rank #67
Fees received$14MMedian $106,455/planSum across Schedule C direct + indirect
Net wins YoY-112 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 LAZARD ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where LAZARD ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Investment management; Investment management fees paid indirectly by planCode 28 | 53 | $109,720 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 7 | $95,189 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 5 | $106,331 | |
Securities brokerage commissions and fees; Investment advisory (participants); Soft dollars commissions; Other commissions; Distribution (12b-1) fees; Direct payment from the planCode 26 | 2 | $356,083 | |
Investment management fees paid indirectly by planCode 52 | 2 | $0 | |
Consulting (general); Investment management fees paid directly by planCode 16 | 1 | $11,983 | |
Direct payment from the plan; Investment management fees paid directly by plan; Securities brokerage; Employee (plan); Investment advisory (plan); Custodial (securities); Investment managementCode 19 | 1 | $198,341 |
Competitor overlap
Percent of LAZARD ASSET MANAGEMENT'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 LAZARD ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
CITIBANK, N.A. PUERTO RICO, A SUBSIDIARY OF CITIGROUP INC.CT · 660177415-002 | THE BANK OF NEW YORK MELLON | $50M |
Plans lost in 2024
Appeared last year under LAZARD ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | LOOMIS SAYLES | $3.4B |
AUTOMOTIVE MACHINISTS PENSION TRUSTWA · 916123687-001 | ULLICO | $803M |
US FOODS, INC.IL · 363642294-012 | (new plan) | $761M |
PAINTERS ANNUITY COUNCIL NO. 35 ANNUITY FUNDMA · 222489316-001 | MIDWEST INSTITUTIONAL TRUST COMPANY | $445M |
JELD-WEN, INC.NC · 930496342-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $280M |
KANSAS CONSTRUCTION TRADES OPEN ENDKS · 486171387-001 | FEDERAL INSURANCE COMPANY | $155M |
WHEATLAND TUBE, LLCIL · 231327437-011 | MERCER | $154M |
BOARD OF TRUSTEES IUOE LOCAL 57RI · 050446832-001 | THE SEGAL COMPANY | $132M |
BYER CALIFORNIACA · 941582944-001 | PRINCIPAL LIFE INSURANCE COMPANY | $111M |
MARITZ HOLDINGS INC.MO · 430393480-001 | SEQUOIA FINACIAL GROUP, LLC | $85M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-002 | $57.9B | 255,580 | $0 | 2y | 1 |
CITIGROUP INC.CT · 521568099-004 | $23.2B | 121,279 | $710,610 | 8y | 1 |
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $1M | 9y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $771,958 | 10y | - |
SOUTHERN COMPANY SERVICES, INC.GA · 630274273-001 | $15.3B | 58,166 | $801,083 | 5y | - |
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $669,731 | 10y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $320,021 | 10y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $356,269 | 2y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $328,667 | 10y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $1M | 10y | - |
Flag exposure
85.9%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 (48)
Raw Schedule C names collapsed into LAZARD ASSET MANAGEMENT.
- LAZARD
- LAZARD - EM CORE EQUITY
- LAZARD ASSET LLC
- LAZARD ASSET MAMAGEMENT
- LAZARD ASSET MANAGEMENT
- LAZARD ASSET MANAGEMENT (EH 52)
- LAZARD ASSET MANAGEMENT LCC
- LAZARD ASSET MANAGEMENT LLC
- LAZARD ASSET MANAGEMENT LTD.
- LAZARD ASSET MANAGEMENT SECURITIES
- LAZARD ASSET MANAGEMENT, LLC
- LAZARD ASSET MANAGEMENT, LP
- LAZARD ASSET MANAGEMENT, LTD.
- LAZARD ASSET MANAGEMETN
- LAZARD ASSET MANAGMENT
- LAZARD ASSET MANAGMENT LLC
- LAZARD ASSET MANATEMENT
- LAZARD ASSET MGMT
- LAZARD ASSET MGMT.
- LAZARD ASSET MGNT
- LAZARD ASSETT MANAGEMENT
- LAZARD EMERGING MARKET
- LAZARD EMERGING MARKET FUND
- LAZARD EMERGING MARKETS EQUITY FUN
- LAZARD EMERGING MARKETS EQUITY FUND
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 LAZARD ASSET MANAGEMENT'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 | 2 | 2.82% | 1.76% | +1.06 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 LAZARD ASSET MANAGEMENT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 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).