RIDGEWORTH
105 known aliases resolved via the canonical alias map
Market position · 2024
Plans served76-9 YoYRank #251 of mapped providers
Assets under administration$142.2B0.2%Market share · rank #97
Fees received$12MMedian $62,217/planSum across Schedule C direct + indirect
Net wins YoY-77 won · 14 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 RIDGEWORTH plan look like?
Service mix · median fees per plan
Count of plans where RIDGEWORTH ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 59 | $50,127 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 9 | $240,350 | |
Soft dollars commissions; Investment management fees paid directly by plan; Investment advisory (plan); Other services; Investment management fees paid indirectly by planCode 27 | 4 | $62,245 | |
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 3 | $20,035 | |
Consulting (pension)Code 17 | 1 | $97,408 |
Competitor overlap
Percent of RIDGEWORTH'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 RIDGEWORTH.
| Sponsor | From | Assets |
|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | LSEG US HOLDCO INC | $9.3B |
LATHAM & WATKINS LLPCA · 952018373-001 | ONE CAPITAL MANAGEMENT LLC | $3.1B |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | HEALTH SERVICES & BENEFIT ADMINISTR | $713M |
BOARD OF TRUSTEES-IRON WORKERS' LOCALS NO. 15 & 424CT · 066077019-001 | WELLS FARGO BANK, N.A. | $82M |
BOARD OF TRUSTEE M.S.S.A.-I.L.A. PENSION PLANAL · 630785888-001 | TANIA WILLIAMS-JORDAN | $59M |
ROBERT DIETRICK CO., INC.IN · 351385992-001 | (new plan) | $7M |
Plans lost in 2024
Appeared last year under RIDGEWORTH; not this year.
| Sponsor | To | Assets |
|---|---|---|
BANK OF AMERICA CORPORATIONRI · 560906609-001 | CONNOR, CLARK & LUNN INV. MGMT. | $19.2B |
CITIGROUP INC.CT · 521568099-020 | SIXTH CINVEN FUND LP | $10.6B |
QUAD/GRAPHICS, INC.WI · 391152983-003 | MARINER LLC | $2.1B |
BELLIN HEALTH SYSTEMS, INC.WI · 391512904-002 | GREAT-WEST LIFE & ANNUITY INSURANCE | $579M |
GMP & EMPLOYERS PENSION PLANOH · 310947939-001 | GRAY, GRIFFITH & MAYS, A.C. | $534M |
TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUNDCA · 510155190-001 | KANYE ANDERSON | $468M |
INTERNATIONAL ASSOCIATION OF SHEET METAL AIR, RAIL AND TRANSPORTATIONDC · 526061995-001 | MOONEY, GREEN, SAINDON, MURPHY & WE | $114M |
GUADALUPE VALLEY TELEPHONE COOPERATIVE, INC.TX · 741194662-001 | SAGE ADVISORY SERVICES | $86M |
CAPITAL BLUE CROSSPA · 230455154-001 | CONRAD SIEGEL | $83M |
BOARD OF TRUSTEES OF SOUTHWESTERN ILLINOIS LABORERS ANNUITY FUNDIL · 371221230-001 | (new plan) | $77M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $44,230 | 3y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $24,960 | 2y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $19,471 | 1y | - |
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $382,373 | 10y | - |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $20,035 | 2y | 1 |
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $746,524 | 4y | - |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $274,438 | 10y | 1 |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $253,586 | 3y | - |
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | $6.5B | 199,927 | $831,528 | 10y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $366,919 | 2y | - |
Flag exposure
88.2%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 (105)
Raw Schedule C names collapsed into RIDGEWORTH.
- GENEVA
- GENEVA ADVISORS
- GENEVA ADVISORS LLC
- GENEVA ADVISORS, LLC
- GENEVA CAPITAL
- GENEVA CAPITAL CORP.
- GENEVA CAPITAL MANAGEMENT
- GENEVA CAPITAL MANAGEMENT LLC
- GENEVA CAPITAL MANAGEMENT LTD
- GENEVA CAPITAL MANAGEMENT LTD.
- GENEVA CAPITAL MANAGEMENT, LLC
- GENEVA CAPITAL MANAGEMENT, LTD
- GENEVA CAPITAL MANAGMEENT, LLC
- GENEVA CAPITAL MGMT LLC
- GENEVA INVESTMENT MGMT, LLC
- HENDERSON GENEVA CAPITAL MANAGEMENT
- HENDERSON GENEVA CAPITAL MGMT.
- IRDGEWORTH
- KAYNE
- KAYNE ADERSON RUDNICK INV MGT
- KAYNE ANDERSON
- KAYNE ANDERSON CAPITAL ADVISORS
- KAYNE ANDERSON CAPITAL ADVISORS LP
- KAYNE ANDERSON CAPITAL ADVISORS, LP
- KAYNE ANDERSON CORE REAL ESTATE ADV
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 RIDGEWORTH'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 | 2 | 2.63% | 26.94% | -24.31 pp |
| Late contributions | 5 | 6.58% | 1.71% | +4.87 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 6.58% | 1.76% | +4.82 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 RIDGEWORTH. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).