SAWGRASS ASSET MANAGEMENT
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1538 of mapped providers
Assets under administration$1.3B0.0%Market share · rank #3702
Fees received$203,397Median $28,635/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 SAWGRASS ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where SAWGRASS ASSET 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 | $12,776 | |
Other investment fees and expenses; Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 2 | $29,281 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 1 | $40,082 |
Competitor overlap
Percent of SAWGRASS ASSET 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 SAWGRASS ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES IBEW LOCAL UNION # 756 PENSION FUNDFL · 596556447-001 | NATIONAL EMPLOYEE BENEFIT ADMIN | $37M |
Plans lost in 2024
Appeared last year under SAWGRASS ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF PLUMBERS LOCAL UNION NO. 519 PENSION FUNDFL · 596134292-001 | NATIONAL EMPLOYEE BENEFIT ADMIN | $43M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MESSER INC.OH · 201963972-001 | $622M | 1,010 | $35,600 | 9y | - |
BOARD OF TRUSTEES MCASF LOCAL 725 PENSION TRUST FUNDFL · 596123621-001 | $235M | 2,129 | $37,205 | 10y | - |
TRUSTEES OF NECA-IBEW 177 PENSION FUNDFL · 596976863-001 | $144M | 1,411 | $36,892 | 10y | - |
SECURA INSURANCE, A MUTUAL COMPANYWI · 390355180-001 | $91M | 216 | $40,082 | 10y | - |
BOARD OF TRUSTEES MCASF LOCAL 725 DEFINED CONTRIBUTION RETIREMENT PLANFL · 582490173-003 | $72M | 1,609 | $11,577 | 3y | 1 |
TRUSTEES OF NECA-IBEW 1205 PENSION FUNDFL · 593106802-001 | $54M | 752 | $21,670 | 10y | - |
MESSER CONSTRUCTION CO.OH · 310740877-002 | $38M | 1,182 | $12,776 | 10y | - |
BOARD OF TRUSTEES IBEW LOCAL UNION # 756 PENSION FUNDFL · 596556447-001 | $37M | 492 | $7,595 | 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 (6)
Raw Schedule C names collapsed into SAWGRASS ASSET MANAGEMENT.
- SAWGRASS
- SAWGRASS ASSET MANAGEMENT
- SAWGRASS ASSET MANAGEMENT LLC
- SAWGRASS ASSET MANAGEMENT, LLC
- SAWGRASS ASSET MANAGMENT LLC
- SAWGRASS ASSET MGMT
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 SAWGRASS ASSET 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 | 1 | 12.50% | 1.71% | +10.79 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 SAWGRASS ASSET 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