SANDERS CAPITAL, LLC
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2124 of mapped providers
Assets under administration$1.6B0.0%Market share · rank #3411
Fees received$576,086Median $36,868/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 SANDERS CAPITAL, LLC plan look like?
Service mix · median fees per plan
Count of plans where SANDERS CAPITAL, LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Other feesCode 28 | 3 | $36,868 | |
Investment advisory (plan)Code 27 | 1 | $476,918 | |
Other services; Other feesCode 49 | 1 | $0 |
Competitor overlap
Percent of SANDERS CAPITAL, 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 SANDERS CAPITAL, LLC.
| Sponsor | From | Assets |
|---|---|---|
VALEO NORTH AMERICA, INC.MI · 133744485-006 | MORGAN STANLEY SMITH BARNEY | $330M |
Plans lost in 2024
Appeared last year under SANDERS CAPITAL, LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
THOMSON REUTERS HOLDINGS INC.MN · 061497995-001 | HS2 BENEFITS | $1.6B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SCHWANS SHARED SERVICES, LLCMN · 810572771-001 | $632M | 11,319 | $46,586 | 5y | - |
MSA WORLDWIDE, LLCPA · 464914866-001 | $575M | 4,981 | $476,918 | 8y | - |
VALEO NORTH AMERICA, INC.MI · 133744485-006 | $330M | 4,228 | $36,868 | 1y | - |
THE CHILDREN'S AID SOCIETYNY · 135562191-001 | $85M | 1,051 | $15,714 | 8y | - |
KATAYAMA AMERICAN COMPANY, INC.KY · 611151139-001 | $12M | 391 | $0 | 4y | - |
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 (4)
Raw Schedule C names collapsed into SANDERS CAPITAL, LLC.
- SANDERS AND SCHUTTE FINANCIAL PARTN
- SANDERS CAPITAL ALL ASSETS FUND
- SANDERS CAPITAL LLC
- SANDERS CAPITAL, 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 SANDERS CAPITAL, 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 SANDERS CAPITAL, 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