SIGNATUREFD LLC
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10+4 YoYRank #1353 of mapped providers
Assets under administration$50.5B0.1%Market share · rank #305
Fees received$425,439Median $19,004/planSum across Schedule C direct + indirect
Net wins YoY+44 won · 0 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 SIGNATUREFD LLC plan look like?
Service mix · median fees per plan
Count of plans where SIGNATUREFD LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants)Code 26 | 9 | $20,340 | |
Securities brokerage commissions and feesCode 71 | 1 | $13,253 |
Competitor overlap
Percent of SIGNATUREFD 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 SIGNATUREFD LLC.
| Sponsor | From | Assets |
|---|---|---|
EVERSHEDS SUTHERLAND (US) LLPDC · 580619407-001 | TD AMERITRADE, INC. | $438M |
BELK STORES SERVICES, LLCNC · 560616731-333 | WILLIS TOWERS WATSON US LLC | $401M |
SMITH, GAMBRELL & RUSSELL, LLPGA · 580967450-005 | T ROWE PRICE RPS INC | $266M |
N.A. WILLIAMS CO. INC.GA · 580669636-001 | (new plan) | $44M |
Plans lost in 2024
Appeared last year under SIGNATUREFD LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DELTA AIR LINES, INC.GA · 580218548-004 | $19.0B | 112,027 | $24,490 | 2y | 1 |
DELTA AIR LINES, INC.GA · 580218548-014 | $15.9B | 17,776 | $73,424 | 2y | 1 |
THE CHARLES SCHWAB CORPORATIONTX · 943025021-002 | $8.9B | 43,502 | $20,340 | 3y | 1 |
ALLIANZ ASSET MANAGEMENT OF AMERICA LLCCA · 990994535-001 | $2.2B | 4,932 | $23,286 | 2y | 2 |
CADENCE DESIGN SYSTEMS INCCA · 770148231-001 | $2.1B | 5,961 | $13,253 | 5y | 2 |
KING & SPALDING LLPGA · 580520153-001 | $1.3B | 3,187 | $218,606 | 10y | 1 |
EVERSHEDS SUTHERLAND (US) LLPDC · 580619407-001 | $438M | 1,169 | $6,625 | 1y | 1 |
BELK STORES SERVICES, LLCNC · 560616731-333 | $401M | 21,400 | $13,296 | 1y | - |
SMITH, GAMBRELL & RUSSELL, LLPGA · 580967450-005 | $266M | 729 | $17,668 | 5y | - |
N.A. WILLIAMS CO. INC.GA · 580669636-001 | $44M | 134 | $14,451 | 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 (3)
Raw Schedule C names collapsed into SIGNATUREFD LLC.
- SIGNATURED LLC
- SIGNATUREFD LLC
- SIGNATUREFD, 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 SIGNATUREFD 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 | 4 | 40.00% | 1.71% | +38.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 50.00% | 1.76% | +48.24 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 SIGNATUREFD 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