TWIN CAPITAL MANAGEMENT
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6+1 YoYRank #1865 of mapped providers
Assets under administration$2.2B0.0%Market share · rank #2946
Fees received$594,096Median $57,160/planSum across Schedule C direct + indirect
Net wins YoY+11 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 TWIN CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where TWIN CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 5 | $58,986 | |
Investment advisory (plan)Code 27 | 1 | $53,825 |
Competitor overlap
Percent of TWIN CAPITAL 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 TWIN CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BRICKLAYERS PENSION FUND TRUSTEESOH · 256121713-001 | MORRISON FIDUCIARY ADVISORS | $55M |
Plans lost in 2024
Appeared last year under TWIN CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $328,992 | 8y | - |
JOINT BOT CLEVELAND BAKERS AND TEAMSTERS PENSION FUNDOH · 340904419-001 | $350M | 9,142 | $88,683 | 8y | - |
BOARD OF TRUSTEES BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVAN.OH · 256118878-001 | $115M | 3,907 | $58,986 | 10y | - |
BRICKLAYERS PENSION FUND TRUSTEESOH · 256121713-001 | $55M | 1,054 | $8,276 | 8y | - |
JT BD OF ADMIN TEAMSTERS LOCAL 211 PENSION FUNDPA · 251309337-001 | $54M | 575 | $55,334 | 4y | - |
SOFTWARE TECHNOLOGY GROUP, INC.UT · 870560658-001 | $20M | 255 | $53,825 | 10y | - |
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 TWIN CAPITAL MANAGEMENT.
- TWIN CAPITAL MANAGEMENT
- TWIN CAPITAL MANAGEMENT INC.
- TWIN CAPITAL MANAGEMENT, INC.
- TWIN CITY PIPE TRADES SERVICE ASSN
- TWIN PEAKS WEALTH MANAGEMENT LLC
- TWIN PEAKS WEALTH MGT 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 TWIN CAPITAL 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 | 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 TWIN CAPITAL 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