NEPC, LLC
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served197+9 YoYRank #116 of mapped providers
Assets under administration$293.0B0.3%Market share · rank #46
Fees received$29MMedian $93,091/planSum across Schedule C direct + indirect
Net wins YoY+936 won · 27 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 NEPC, LLC plan look like?
Service mix · median fees per plan
Count of plans where NEPC, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment advisory (plan)Code 27 | 80 | $89,805 | |
Investment advisory (plan); Direct payment from the plan; Consulting (general)Code 16 | 50 | $121,478 | |
Investment management fees paid directly by plan; Consulting (pension); Direct payment from the plan; Investment managementCode 17 | 43 | $90,356 | |
Investment management; Investment management fees paid directly by planCode 28 | 14 | $111,448 | |
Investment management fees paid directly by planCode 51 | 3 | $55,809 | |
Legal; Contract AdministratorCode 13 | 2 | $94,897 | |
Accounting (including auditing); Investment advisory (plan)Code 10 | 1 | $93,697 | |
Investment management fees paid directly by plan; Direct payment from the plan; Custodial (securities); Investment management; Custodial (other than securities)Code 18 | 1 | $182,253 |
Competitor overlap
Percent of NEPC, 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 NEPC, LLC.
| Sponsor | From | Assets |
|---|---|---|
CARGILL, INCORPORATEDMN · 410177680-015 | THE VANGUARD GROUP, INC. | $8.9B |
AECOMTX · 611088522-055 | MERRILL LYNCH PIERCE FENNER & SMITH | $6.8B |
FERGUSON ENTERPRISES, LLCVA · 541473338-002 | WORTH HIGGINS & ASSOCIATES, INC. | $3.6B |
HIGHMARK HEALTHPA · 453674900-333 | ROCATON INVESTMENT ADVISORS, LLC | $3.1B |
HIGHMARK HEALTHPA · 453674900-334 | ALIGHT SOLUTIONS LLC | $2.9B |
ASSURANT, INC.GA · 391126612-002 | THE VANGUARD GROUP, INC. | $2.2B |
THE AEROSPACE CORPORATIONCA · 952102389-001 | MORGAN STANLEY SMITH BARNEY | $2.1B |
SAINT-GOBAIN CORPORATIONPA · 232615166-002 | STRATEGIC ADVISORS, INC. | $1.8B |
AMICA MUTUAL INSURANCE COMPANYRI · 050348344-001 | GLC DIRECT CREDIT FUND LP | $1.7B |
ALLEGHENY HEALTH NETWORKPA · 453674924-002 | ALIGHT SOLUTIONS LLC | $1.4B |
Plans lost in 2024
Appeared last year under NEPC, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
PHARMACEUTICAL PRODUCT DEVELOPMENT, LLCNC · 561640186-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.5B |
COTTAGE HEALTHCA · 770431902-001 | UNICORN PARTNERS FUND IV, LP | $835M |
SUSQUEHANNA INTERNATIONAL GROUP, LLPPA · 232795207-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $748M |
PURDUE PHARMA L.P.CT · 061307484-003 | STRATEGIC ADVISORS, INC. | $424M |
METALLUS INC.OH · 464024951-002 | GOLDMAN SACHS | $360M |
THE UNITED ILLUMINATING COMPANYCT · 060571640-001 | PRICEWATERHOUSECOOPERS LLP | $301M |
INTERSTATE POWER AND LIGHT COMPANYWI · 420331370-001 | WILLIS TOWERS WATSON US LLC | $273M |
CENTRAL MAINE POWER COMPANYCT · 010042740-001 | PRICEWATERHOUSECOOPERS LLP | $270M |
BRITISH AIRWAYS PLCNY · 131546240-001 | RUSSELL TRUST COMPANY | $267M |
WISCONSIN POWER & LIGHT COMPANYWI · 390714890-002 | WILLIS TOWERS WATSON US LLC | $243M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SOUTHWEST AIRLINES CO.TX · 741563240-004 | $17.0B | 85,685 | $12,673 | 10y | 1 |
MARRIOTT INTERNATIONAL, INC.MD · 522055918-004 | $11.7B | 152,118 | $137,518 | 6y | 1 |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $295,460 | 3y | 1 |
THERMO FISHER SCIENTIFIC INC.PA · 042209186-001 | $10.3B | 72,605 | $314,587 | 10y | 2 |
AMERICAN EXPRESS COMPANY AND ITS PARTICIPATING SUBSIDIARIESNY · 134922250-002 | $9.1B | 38,871 | $296,379 | 10y | - |
CARGILL, INCORPORATEDMN · 410177680-015 | $8.9B | 43,508 | $160,854 | 2y | 1 |
3M COMPANYMN · 410417775-002 | $8.9B | 25,001 | $331,583 | 3y | - |
EATON CORPORATIONOH · 340196300-055 | $8.4B | 37,536 | $146,031 | 3y | 1 |
WELLS FARGO & COMPANYMN · 410449260-001 | $8.3B | 165,927 | $267,792 | 2y | - |
AECOMTX · 611088522-055 | $6.8B | 32,344 | $127,898 | 1y | 2 |
Flag exposure
91.9%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 (12)
Raw Schedule C names collapsed into NEPC, LLC.
- N E P C
- NEPC
- NEPC , LLC
- NEPC - LLC
- NEPC CONSULTANTS
- NEPC LLC
- NEPC LLP
- NEPC, LLC
- NEPC, LLC.
- NEPC, LLP
- NEPC, PLLC
- NEPC,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 NEPC, 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 | 5 | 2.54% | 7.76% | -5.22 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 14 | 7.11% | 1.71% | +5.39 pp |
| Failed to provide benefit | 12 | 6.09% | 0.14% | +5.95 pp |
| Corrective distributions | 39 | 19.80% | 1.76% | +18.04 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 NEPC, LLC. Compare to the incumbent market share (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.3 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).