LORD ABBETT
54 known aliases resolved via the canonical alias map
Market position · 2024
Plans served60-4 YoYRank #310 of mapped providers
Assets under administration$120.6B0.1%Market share · rank #116
Fees received$8MMedian $24,558/planSum across Schedule C direct + indirect
Net wins YoY-17 won · 8 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 LORD ABBETT plan look like?
Service mix · median fees per plan
Count of plans where LORD ABBETT 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 directly by planCode 28 | 51 | $0 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 4 | $155,143 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 2 | $0 | |
Investment advisory (plan); Investment managementCode 27 | 2 | $95,406 | |
Shareholder servicing fees; Participant loan processing; Product termination fees (surrender charges, etc.); Float revenue; Sub-transfer agency fees; Trustee (directed); Distribution (12b-1) fees; Investment management; Other insurance wrap feesCode 25 | 1 | $0 | |
Other services; Other feesCode 49 | 1 | $0 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 |
Competitor overlap
Percent of LORD ABBETT'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 LORD ABBETT.
| Sponsor | From | Assets |
|---|---|---|
WELLS FARGO & COMPANYMN · 410449260-001 | PRUDENTIAL RETIREMENT INSURANCE AND | $8.3B |
OGE ENERGY CORP.OK · 731481638-001 | FID INV INST OPS CO | $281M |
LIONEL, LLCNC · 133850060-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $7M |
ROBERT DIETRICK CO., INC.IN · 351385992-001 | (new plan) | $7M |
INFINITY TECHNOLOGY SERVICES, LLCCO · 204331064-002 | (new plan) | $4M |
HOLTZ BUILDERS, INC.WI · 391777699-001 | (new plan) | $2M |
Plans lost in 2024
Appeared last year under LORD ABBETT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA LLC | $703M |
TRUSTEES OF MINNEAPOLIS RETAIL MEAT CUTTERS AND FOOD HANDLERS PENSIONMN · 410905139-001 | MORGAN STANLEY SMITH BARNEY | $638M |
NEW MEXICO PIPETRADESNM · 516029978-002 | WELLESLEY | $74M |
ERP INTERNATIONAL, LLCMD · 205784301-001 | ADP BROKER-DEALER | $29M |
MANTHEI, INC.MI · 381858891-001 | T ROWE PRICE RPS INC | $16M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUNDMD · 530181657-001 | $20.4B | 693,723 | $715,770 | 9y | - |
TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLANMD · 526132372-001 | $18.1B | 182,716 | $1M | 10y | - |
BOARD OF TRUSTEES OF 1199SEIU HEALTH CARE EMPLOYEES PENSION FUNDNY · 133604862-001 | $16.9B | 296,800 | $0 | 7y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $240,179 | 5y | - |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $87,091 | 1y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $569,966 | 7y | - |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $64,704 | 6y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $634,022 | 7y | - |
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $347,758 | 3y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $436,992 | 3y | - |
Flag exposure
86.7%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 (54)
Raw Schedule C names collapsed into LORD ABBETT.
- LORD ABBET & CO
- LORD ABBET & CO LLC
- LORD ABBET & CO.
- LORD ABBETT
- LORD ABBETT & CO
- LORD ABBETT & CO LLC
- LORD ABBETT & CO, LLC
- LORD ABBETT & CO.
- LORD ABBETT & CO. LLC
- LORD ABBETT & CO. LLC.
- LORD ABBETT & CO., LLC
- LORD ABBETT & COMPANY
- LORD ABBETT & COMPANY LLC
- LORD ABBETT & COMPANY, LLC
- LORD ABBETT AND CO LLC
- LORD ABBETT AND CO. LLC
- LORD ABBETT BD DEB FD
- LORD ABBETT BD-DEB FD
- LORD ABBETT BOND DEB FD
- LORD ABBETT BOND DEBENTURE
- LORD ABBETT C/O THE CHRYS GROUP
- LORD ABBETT CORE
- LORD ABBETT FNDMNTL EQ A
- LORD ABBETT FUNDAMENTAL EQUITY
- LORD ABBETT FUNDS
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 LORD ABBETT'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 | 1 | 1.67% | 7.76% | -6.10 pp |
| Fidelity bond gap | 3 | 5.00% | 26.94% | -21.94 pp |
| Late contributions | 9 | 15.00% | 1.71% | +13.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 7 | 11.67% | 1.76% | +9.91 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 LORD ABBETT. 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).