VULCAN VALUE PARTNERS
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-7 YoYRank #1804 of mapped providers
Assets under administration$4.1B0.0%Market share · rank #2156
Fees received$505,770Median $25,262/planSum across Schedule C direct + indirect
Net wins YoY-70 won · 7 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 VULCAN VALUE PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where VULCAN VALUE PARTNERS 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 | 4 | $42,066 | |
Investment management fees paid directly by planCode 51 | 2 | $9,013 |
Competitor overlap
Percent of VULCAN VALUE PARTNERS'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 VULCAN VALUE PARTNERS.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under VULCAN VALUE PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
AMGEN INC.CA · 953540776-001 | SANDS CAPITAL MANAGEMENT, LLC | $6.9B |
WESTROCK COMPANYGA · 473335141-027 | MORGAN STANLEY SMITH BARNEY | $4.0B |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | PRICEWATERHOUSECOOPERS LLP | $3.3B |
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | SCHULTE ROTH & ZABEL LLP | $1.5B |
AMGEN MANUFACTURING LIMITED LLCPR · 980210484-001 | SANDS CAPITAL MANAGEMENT, LLC | $719M |
STOEL RIVES LLPOR · 930408771-333 | MEKETA INVESTMENT GROUP | $537M |
UNITED JEWISH APPEAL-FEDERATION OF JEWISH PHILANTHROPIES OF NYNY · 510172429-333 | MILLIMAN, INC. | $506M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SALT RIVER VALLEY WATER USERS ASSOCIATIONAZ · 860053220-335 | $2.9B | 11,406 | $388,329 | 3y | - |
LIFESPAN CORPORATION D/B/A BROWN UNIVERSITY HEALTHRI · 222861978-001 | $538M | 13,259 | $9,103 | 10y | - |
HAWAII PACIFIC HEALTHHI · 990246363-001 | $430M | 8,449 | $35,240 | 10y | - |
MOUNT SINAI SOUTH NASSAUNY · 111352310-001 | $131M | 2,162 | $8,923 | 10y | - |
THE CHILDREN'S AID SOCIETYNY · 135562191-001 | $85M | 1,051 | $15,284 | 3y | - |
BOARD OF TRUSTEES CLUB EMPLOYEES PENSION FUNDNY · 136188273-001 | $0 | 0 | $48,891 | 9y | 1 |
Flag exposure
66.7%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 VULCAN VALUE PARTNERS.
- VULCAN SMALL CAL VAL
- VULCAN VALUE
- VULCAN VALUE PARTNERS
- VULCAN VALUE PARTNERS LLC
- VULCAN VALUE PARTNERS, LLC
- VULCAN VALVE PARTNERS 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 VULCAN VALUE PARTNERS'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 | 1 | 16.67% | 7.76% | +8.90 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 VULCAN VALUE PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent