MCMORGAN & COMPANY LLC
18 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19-3 YoYRank #791 of mapped providers
Assets under administration$36.1B0.0%Market share · rank #403
Fees received$6MMedian $220,404/planSum across Schedule C direct + indirect
Net wins YoY-32 won · 5 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 MCMORGAN & COMPANY LLC plan look like?
Service mix · median fees per plan
Count of plans where MCMORGAN & COMPANY LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 16 | $262,128 | |
Investment management fees paid directly by planCode 51 | 2 | $130,754 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $94,905 |
Competitor overlap
Percent of MCMORGAN & COMPANY LLC'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 MCMORGAN & COMPANY LLC.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | WELLS FARGO BANK, N.A. | $2.9B |
BOARD OF TRUSTEES OF SMW LU NO. 28 PENSION FUNDNY · 112480671-001 | MILLIMAN, INC. | $364M |
Plans lost in 2024
Appeared last year under MCMORGAN & COMPANY LLC; 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 |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | GLENDON CAPITAL MANAGEMENT LP | $2.0B |
BOARD OF TRUSTEES AGC-IUOE LOCAL OF AGC-IUOE LOCAL 701 PENSION TRUSWA · 936075580-001 | PLATFORM CPAS LLP | $342M |
BOARD OF TRUSTEES OF THE I.B.E.W. PACIFIC COAST PENSION FUNDWA · 946128032-001 | HAMILTON LANE ADVISORS, LLC | $228M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $530,538 | 3y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NORTHERN CALIFORNIACA · 946277608-001 | $5.5B | 44,826 | $627,080 | 10y | - |
BOARD OF TRUSTEES, PENSION TRUST FUND FOR OPERATINGCA · 946090764-001 | $5.4B | 45,574 | $321,212 | 10y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $571,285 | 8y | - |
BOARD OF TRUSTEES, UFCW NO. CALIFORNIA EMPLOYERS JOINT PENSION PLANCA · 946313554-001 | $2.9B | 130,691 | $0 | 1y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $1M | 9y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $163,412 | 10y | - |
BOARD OF TRUSTEES LABORERS PENSION TRUST FUND FOR NOR CAL-ANNUITYCA · 946277608-002 | $1.6B | 78,189 | $986,328 | 10y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $264,202 | 10y | - |
BOARD OF TRUSTEES BOILERMAKERS NATIONAL ANNUITYMO · 481029345-001 | $1.3B | 29,668 | $337,026 | 10y | - |
Flag exposure
94.7%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 (18)
Raw Schedule C names collapsed into MCMORGAN & COMPANY LLC.
- MC MORGAN & CO
- MC MORGAN & CO.
- MCMORGAN
- MCMORGAN & CO
- MCMORGAN & CO, LLC
- MCMORGAN & CO.
- MCMORGAN & COMPANY
- MCMORGAN & COMPANY LLC
- MCMORGAN & COMPANY LLC - 52-2334338
- MCMORGAN & COMPANY, LLC
- MCMORGAN & CONPANY
- MCMORGAN AN CO.
- MCMORGAN AND CO.
- MCMORGAN AND COMPANY
- MCMORGAN AND COMPANY LLC
- MCMORGAN AND COMPANY, LLC
- MCMORGAN COMPANY
- MCMORGAN REAL ESTATE
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 MCMORGAN & COMPANY LLC'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 | 0 | 0.00% | 1.76% | -1.76 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 MCMORGAN & COMPANY LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).