Prudential Bank & Trust Company
custodian6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served9+4 YoYRank #2179 of mapped providers
Assets under administration$17.1B0.0%Market share · rank #857
Fees received$2MMedian $67,772/planSum across Schedule C direct + indirect
Net wins YoY+22 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 Prudential Bank & Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Prudential Bank & Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Direct payment from the planCode 28 | 6 | $128,451 | |
Investment management fees paid directly by plan; Insurance services; Direct payment from the planCode 23 | 2 | $25,462 | |
Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $30,195 |
Competitor overlap
Percent of Prudential Bank & Trust Company'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 Prudential Bank & Trust Company.
| Sponsor | From | Assets |
|---|---|---|
STP NUCLEAR OPERATING COMPANYTX · 760517597-001 | UBS Global Asset Management | $400M |
MTD PRODUCTS INCOH · 061650267-302 | UBS Global Asset Management | $101M |
Plans lost in 2024
Appeared last year under Prudential Bank & Trust Company; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PEPSICO, INC.NY · 131584302-004 | $6.8B | 55,326 | $113,379 | 8y | - |
PEPSICO, INC.NY · 131584302-121 | $4.2B | 85,189 | $143,523 | 4y | - |
MARSH & MCLENNAN COMPANIES, INC.NY · 362668272-001 | $4.2B | 35,450 | $900,702 | 2y | - |
LEHIGH VALLEY HEALTH NETWORK, INC.PA · 222458317-001 | $1.1B | 10,605 | $275,523 | 1y | - |
STP NUCLEAR OPERATING COMPANYTX · 760517597-001 | $400M | 1,146 | $66,058 | 4y | - |
MOEN INCORPORATEDOH · 360548230-001 | $127M | 1,574 | $27,656 | 5y | - |
GRANGE HOLDINGS, INC.OH · 832949300-001 | $112M | 466 | $30,195 | 1y | - |
MTD PRODUCTS INCOH · 061650267-302 | $101M | 1,632 | $67,772 | 1y | - |
MASTER LOCK COMPANY LLCWI · 391142433-002 | $51M | 580 | $23,268 | 5y | - |
Flag exposure
100.0%Market: 89.1%
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 Prudential Bank & Trust Company.
- GROSKREUTZ, SCHMIDT, ABRAHAM, ESHEL
- PRUDENTIAL BANK & TRUST
- PRUDENTIAL BANK & TRUST CO.
- PRUDENTIAL BANK & TRUST COMPANY
- PRUDENTIAL BANK AND TRUST
- PRUDENTIAL BANK AND TRUST CO.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Prudential Bank & Trust Company'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 Prudential Bank & Trust Company. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Prudential Bank & Trust Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| WTW | 6 | 66.7% |
| Aon | 3 | 33.3% |
| Loomis Sayles | 3 | 33.3% |
| Mercer | 3 | 33.3% |
| NISA Investment Advisors | 3 | 33.3% |
| Acadian Asset Management | 2 | 22.2% |
| Altrinsic Global Advisors | 2 | 22.2% |
| Ariel Investments LLC | 2 | 22.2% |
| Cambridge Associates | 2 | 22.2% |
| Dimensional Fund Advisors | 2 | 22.2% |