WALTER SCOTT & PARTNERS LIMITED
41 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37-2 YoYRank #461 of mapped providers
Assets under administration$93.7B0.1%Market share · rank #145
Fees received$16MMedian $261,835/planSum across Schedule C direct + indirect
Net wins YoY-34 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 WALTER SCOTT & PARTNERS LIMITED plan look like?
Service mix · median fees per plan
Count of plans where WALTER SCOTT & PARTNERS LIMITED ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 30 | $332,504 | |
Investment management fees paid directly by planCode 51 | 3 | $62,277 | |
Direct payment from the plan; Investment management; Custodial (securities)Code 19 | 2 | $213,735 | |
Legal; Direct payment from the planCode 29 | 1 | $6,355 | |
Direct payment from the plan; Employee (plan)Code 30 | 1 | $243,568 |
Competitor overlap
Percent of WALTER SCOTT & PARTNERS LIMITED'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 WALTER SCOTT & PARTNERS LIMITED.
| Sponsor | From | Assets |
|---|---|---|
BOT, WESTERN WA LABORERS-EMPLOYERS PENSION TRUSTWA · 916022315-001 | WASHINGTON CAPITAL MANAGEMENT, INC. | $1.5B |
RESOLUTE FP US INC. · 620721803-004 | (new plan) | $641M |
I.A.T.S.E. LOCAL 16 PENSION PLAN TRUSTEESCA · 946296420-001 | INVESCO | $283M |
BOARD OF TRUSTEES BRICKLAYERS & ALLIED CRAFTSMEN LOCAL 2 ANNUITY FDNY · 161298070-002 | MODERN ADMINISTRATION SYSTEMS LLC | $17M |
Plans lost in 2024
Appeared last year under WALTER SCOTT & PARTNERS LIMITED; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, SO CA UFCW UNIONS & FOOD EMPLOYERSCA · 951939092-001 | THE BANK OF NEW YORK MELLON | $4.9B |
BRICKLAYERS & TROWEL TRADES INTL PENSION FD BD OF TRUSTEEDC · 526127746-001 | AXCELUS FINANCIAL | $1.8B |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | GROOM LAW GROUP | $1.6B |
LABORERS LOCAL 157 PENSION FUNDNY · 146076460-001 | OCIO MONITOR | $84M |
STAR TRIBUNE MEDIA COMPANY LLCMN · 800481962-001 | SAGEVIEW ADVISORY GROUP, LLC | $78M |
STAR TRIBUNE MEDIA COMPANY LLCMN · 800481962-017 | SAGEVIEW ADVISORY GROUP, LLC | $47M |
STAR TRIBUNE MEDIA COMPANY LLCMN · 800481962-002 | SAGEVIEW ADVISORY GROUP, LLC | $44M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $2M | 10y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $1M | 10y | - |
JOINT BOARD OF TRUSTEES, BAKERY & CONFECTIONERY UNION & INDUSTRYMD · 526118572-001 | $6.6B | 99,660 | $249,871 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 950030749-002 | $6.2B | 108,671 | $297,784 | 10y | - |
BOARD OF DIRECTORS, MOTION PICTURE INDUSTRY PENSIONCA · 951810805-001 | $5.9B | 103,919 | $260,756 | 10y | - |
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLANNY · 136604799-001 | $5.9B | 46,491 | $2M | 10y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $2M | 10y | - |
BOARD OF TRUSTEES SCREEN ACTORS GUILD - PRODUCERSCA · 952110997-001 | $5.3B | 67,988 | $1M | 10y | - |
BOARD OF DIRECTORS PRODUCER-WRITERS GUILD OF AMERICA PENSION PLANCA · 952216351-001 | $4.7B | 20,228 | $312,157 | 8y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $812,000 | 10y | - |
Flag exposure
89.2%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 (41)
Raw Schedule C names collapsed into WALTER SCOTT & PARTNERS LIMITED.
- BNYM INVST ADVISOR (WALTER SCOTT)
- WALTER B. BLAKE
- WALTER COSTELLO
- WALTER DORWIN TEAGUE ASSOCIATES INC
- WALTER E KATZ
- WALTER H. MOONEY
- WALTER J ROLAND
- WALTER J. ROLAND
- WALTER KAUAHI JR
- WALTER PAPPAS
- WALTER S. PAPPAS
- WALTER SCOTT
- WALTER SCOTT & PARTNERS
- WALTER SCOTT & PARTNERS GROUP
- WALTER SCOTT & PARTNERS LIMITED
- WALTER SCOTT & PARTNERS LMTD
- WALTER SCOTT & PARTNERS LTD
- WALTER SCOTT & PARTNERS LTD.
- WALTER SCOTT & PARTNERS, LTD
- WALTER SCOTT & PARTNERS, LTD.
- WALTER SCOTT & PTRS LTD
- WALTER SCOTT AND PARTNERS
- WALTER SCOTT AND PARTNERS LIMITED
- WALTER SCOTT AND PARTNERS LTD
- WALTER SCOTT ASSET MGT
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 WALTER SCOTT & PARTNERS LIMITED'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 WALTER SCOTT & PARTNERS LIMITED. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent