MERGANSER CAPITAL MANAGEMENT
8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2242 of mapped providers
Assets under administration$51.1B0.1%Market share · rank #321
Fees received$2MMedian $142,400/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 MERGANSER CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where MERGANSER CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 5 | $241,365 | |
Investment management fees paid directly by planCode 51 | 1 | $41,944 |
Competitor overlap
Percent of MERGANSER CAPITAL 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 MERGANSER CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSIONCT · 061065206-001 | INTECH INVESTMENT MANAGEMENT LLC | $470M |
Plans lost in 2024
Appeared last year under MERGANSER CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-001 | MITCHELL & TITUS, LLP | $212M |
ELMHURST MEMORIAL HOSPITALIL · 362167784-003 | MERCER | $204M |
NORTHWEST COMMUNITY HOSPITALIL · 362340313-001 | MERCER | $114M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $1M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $256,824 | 5y | - |
SUTTER HEALTHCA · 942788907-333 | $6.2B | 66,154 | $241,365 | 2y | - |
CEDARS-SINAICA · 951644600-001 | $824M | 6,006 | $41,944 | 5y | - |
UFCW UNION LOCAL 919 & CONTRIBUTING EMPL PENSIONCT · 061065206-001 | $470M | 12,913 | $43,435 | 1y | - |
PLUMBERS AND STEAMFITTERS LOCAL 396OH · 346727007-001 | $93M | 783 | $7,808 | 1y | - |
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 (8)
Raw Schedule C names collapsed into MERGANSER CAPITAL MANAGEMENT.
- MERGANSER CAPITAL MANAGEMENT
- MERGANSER CAPITAL MANAGEMENT LLC
- MERGANSER CAPITAL MANAGEMENT LP
- MERGANSER CAPITAL MANAGEMENT, INC.
- MERGANSER CAPITAL MANAGEMENT, LLC
- MERGANSER CAPITAL MANAGEMENT, LLC 4
- MERGANSER CAPITAL MGMT
- MERGANSER CAPITAL MGMT, LLC
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 MERGANSER CAPITAL 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 | 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 MERGANSER CAPITAL MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent