RUSSELL TRUST COMPANY
70 known aliases resolved via the canonical alias map
Market position · 2024
Plans served77-16 YoYRank #256 of mapped providers
Assets under administration$282.5B0.3%Market share · rank #48
Fees received$47MMedian $206,270/planSum across Schedule C direct + indirect
Net wins YoY-152 won · 17 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 RUSSELL TRUST COMPANY plan look like?
Service mix · median fees per plan
Count of plans where RUSSELL TRUST COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 26 | $211,415 | |
Trustee (directed); Other fees; Investment advisory (plan); Investment managementCode 25 | 24 | $224,440 | |
Trustee (directed); Other fees; Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 21 | 8 | $159,263 | |
Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by plan; Consulting (general)Code 16 | 5 | $190,633 | |
Securities brokerage commissions and fees; Consulting (pension); Direct payment from the planCode 17 | 4 | $279,646 | |
Investment advisory (plan); Direct payment from the planCode 27 | 3 | $53,615 | |
Investment management fees paid directly by plan; Other services; Valuation (appraisals, etc.); Direct payment from the planCode 34 | 2 | $83,247 | |
Contract Administrator; Trustee (directed); Direct payment from the planCode 13 | 1 | $272,174 |
Competitor overlap
Percent of RUSSELL TRUST COMPANY'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 RUSSELL TRUST COMPANY.
| Sponsor | From | Assets |
|---|---|---|
ALPHA NATURAL RESOURCES, LLCTN · 562298262-005 | (new plan) | $369M |
CONOPCO, INC.NJ · 131840427-035 | FIDELITY INVESTMENTS INSTITUTIONAL | $87M |
Plans lost in 2024
Appeared last year under RUSSELL TRUST COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | LOOP CAPITAL ASSET MANAGEMENT | $5.3B |
MERCEDES-BENZ USA, LLCGA · 222375138-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $845M |
ALLERGAN, INC.IL · 951622442-001 | BLACKROCK | $653M |
ALASKA TEAMSTER EMPLOYER PENSION TRUSTAK · 926003463-024 | ALASKA EXECUTIVE SEARCH INC | $500M |
MERCEDES-BENZ USA, LLCGA · 222375138-001 | MERCER | $394M |
EL PASO ELECTRIC COMPANYTX · 740607870-001 | STATE STREET GLOBAL ADVISORS | $278M |
STOLL KEENON OGDEN PLLCKY · 610421389-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $160M |
TOTALENERGIES FINANCE USA, INC.TX · 233060301-005 | CROWE LLP | $104M |
SAVILLS, INCNY · 131813318-001 | CAPFINANCIAL PARTNERS LLC | $62M |
LIGGETT & MYERS HOLDINGS INC.FL · 510413146-002 | (new plan) | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICROSOFT CORPORATIONWA · 911144442-001 | $65.6B | 183,509 | $13M | 8y | - |
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $2M | 2y | - |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $229,600 | 10y | - |
CATERPILLAR INC.TX · 370602744-035 | $18.8B | 60,357 | $159,851 | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $1M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $696,876 | 4y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $334,119 | 10y | - |
GENENTECH, INC.CA · 942347624-003 | $14.3B | 36,458 | $190,633 | 10y | - |
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $118,945 | 6y | 1 |
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $153,730 | 10y | - |
Flag exposure
90.9%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 (70)
Raw Schedule C names collapsed into RUSSELL TRUST COMPANY.
- FRANK RUSSELL TRUST
- FRANK RUSSELL TRUST CO
- FRANK RUSSELL TRUST CO.
- FRANK RUSSELL TRUST COMPANY
- RUSSEL
- RUSSEL INVESTMENT
- RUSSEL INVESTMENT CAPITAL LLC
- RUSSEL INVESTMENTS
- RUSSELL 1000
- RUSSELL 1000 INDEX FUND NON- LENDAB
- RUSSELL A GLICK CPA AND COMPANY
- RUSSELL ACTICE PL
- RUSSELL ANALYTICAL
- RUSSELL ASSOCIATES PLLC
- RUSSELL ATHLETIC PRINT
- RUSSELL C. JACOBS
- RUSSELL CALHOUN JACOBS
- RUSSELL CAPITAL
- RUSSELL CAPITAL MANAGEMENT, LLC
- RUSSELL CAPITAL MANAGMENT, LLC
- RUSSELL CAPITAL MGMT LLC
- RUSSELL DUNKIN
- RUSSELL IMPLEMENTATION
- RUSSELL IMPLEMENTATION SERVICES
- RUSSELL IMPLEMENTATION SERVICES INC
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 RUSSELL TRUST COMPANY'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 | 3 | 3.90% | 7.76% | -3.87 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 3.90% | 1.71% | +2.18 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 6.49% | 1.76% | +4.73 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 RUSSELL TRUST COMPANY. 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).