SLC MANAGEMENT
59 known aliases resolved via the canonical alias map
Market position · 2024
Plans served70+10 YoYRank #285 of mapped providers
Assets under administration$15.6B0.0%Market share · rank #893
Fees received$9MMedian $82,293/planSum across Schedule C direct + indirect
Net wins YoY+917 won · 8 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 SLC MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where SLC 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 | 38 | $80,357 | |
Investment management; Investment advisory (plan); Direct payment from the planCode 27 | 13 | $130,662 | |
Recordkeeping fees; Other fees; Other servicesCode 49 | 4 | $17,121 | |
Investment management fees paid directly by planCode 51 | 4 | $158,443 | |
Custodial (other than securities); Investment management fees paid directly by planCode 18 | 2 | $34,738 | |
Insurance services; Direct payment from the planCode 23 | 2 | $224,483 | |
Direct payment from the plan; Contract AdministratorCode 13 | 1 | $127,093 | |
Recordkeeping fees; Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $729,773 |
Competitor overlap
Percent of SLC 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 SLC MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | RYAN LABS ASSET MANAGEMENT | $1.5B |
VHS OF MICHIGANMI · 272396331-002 | WESTERN ASSET MANAGEMENT COMPANY | $573M |
JELD-WEN, INC.NC · 930496342-001 | LAZARD ASSET MANAGEMENT | $262M |
TEKNOR APEX COMPANYRI · 050306609-003 | CAMBRIDGE INVESTMENT RESEARCH | $243M |
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLANNJ · 136528181-001 | RYAN LABS ASSET MANAGEMENT | $180M |
BOARD OF TRUSTEES OF LOCAL 138 PENSION TRUST FUNDNY · 116170655-001 | MORGAN STANLEY SMITH BARNEY | $111M |
ATKORE INTERNATIONAL, INC.IL · 900631477-039 | AON CONSULTING | $91M |
ELBIT SYSTEMS OF AMERICA, LLCTX · 300403919-002 | NORTHERN TRUST COMPANY | $83M |
NOURYON CHEMICALS LLCIL · 831177040-001 | WILLIS TOWERS WATSON US LLC | $82M |
ANYWHERE REAL ESTATE GROUP LLCNJ · 204381990-004 | PRUDENTIAL RETIREMENT INSURANCE AND | $80M |
Plans lost in 2024
Appeared last year under SLC MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
AVANTOR PERFORMANCE MATERIALS, LLCPA · 220750930-006 | MERCER | $217M |
COOPERATIVA DE SEGUROS MULTIPLES DE PUERTO RICOPR · 660257478-001 | SAGE ADVISORY SERVICES | $61M |
CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUNDNJ · 133161716-001 | GOULD, KOBRICK & SCHLAPP, P.C. | $21M |
GERCO HOLDINGS, INCOH · 341890417-001 | (new plan) | $18M |
INSTITUTE OF NUCLEAR POWER OPERATIONSGA · 581382198-002 | (new plan) | $59,014 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $37,085 | 6y | - |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $278,750 | 2y | - |
UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FPA · 236396097-001 | $872M | 29,592 | $25,000 | 2y | - |
NORTHWEST IRONWORKERS RETIREMENT PLAN BOARD OF TRUSTEESWA · 916123688-001 | $854M | 7,196 | $87,067 | 6y | - |
BD OF TRUSTEES PDC PENSION FUNDMA · 046043807-001 | $806M | 4,737 | $183,742 | 6y | - |
JOINT BOARD OF TRUSTEES OF DISTRICT 9 I.A.M & A.W. PENSION TRUSTMO · 510138317-001 | $749M | 13,905 | $164,321 | 6y | - |
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | $664M | 3,554 | $362,457 | 1y | - |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | $639M | 6,610 | $82,513 | 4y | - |
IRONWORKERS DISTRICT COUNCIL OF THE PACI FIELD IRONWORKERS ANNUITY TRUWA · 911342114-002 | $594M | 7,937 | $76,957 | 5y | - |
VHS OF MICHIGANMI · 272396331-002 | $573M | 8,705 | $192,399 | 1y | - |
Flag exposure
97.1%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 (59)
Raw Schedule C names collapsed into SLC MANAGEMENT.
- AIF SUN AMERICA LIFE ASSURANCE COMP
- AIG AIG FOCUSED
- AIG FINANCIAL ADVISORS
- AIG FINANCIAL ADVISORS, INC.
- AIG FUNDS
- AIG RETIREMENT SERVICES
- AIG RETIREMENT SERVICES COMPANY
- AIG SECURITIES
- AIG SUN AMERICA
- AIG SUN AMERICA LIFE ASSURANCE
- AIG SUN AMERICA LIFE ASSURANCE COMP
- AIG SUN AMERICA LIFE INSURANCE COMP
- SLC
- SLC CAPITAL MANAGEMENT
- SLC CAPITAL MANAGEMENT (U.S.) LLC
- SLC CONSULTING
- SLC MANAGEMENT
- SLC MANAGEMENT (U.S.) LLC
- SLC MANAGEMENT INC
- SLC MANAGEMENT LLC
- SLC MANAGEMENT U.S. LLC
- SLC MANAGEMENT US INTERM INV GRADE
- SLC MANAGEMENT US LLC
- SLC MANAGEMENT, LLC
- SUN APOLLO REAL EST ADV PVT. LTD
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 SLC 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 | 3 | 4.29% | 7.76% | -3.48 pp |
| Fidelity bond gap | 1 | 1.43% | 26.94% | -25.51 pp |
| Late contributions | 1 | 1.43% | 1.71% | -0.28 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 SLC MANAGEMENT. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent