Prudential Trust Company
trustee24 known aliases resolved via the canonical alias map
Market position · 2024
Plans served65+1 YoYRank #304 of mapped providers
Assets under administration$78.2B0.1%Market share · rank #191
Fees received$12MMedian $61,692/planSum across Schedule C direct + indirect
Net wins YoY+19 won · 8 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 Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Prudential Trust Company 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; Securities brokerage commissions and fees; Investment managementCode 28 | 51 | $61,692 | |
Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 51 | 7 | $76,955 | |
Investment management; Investment advisory (plan)Code 27 | 4 | $54,575 | |
Trustee (bank, trust company, or similar financial institution); Investment managementCode 21 | 2 | $43,423 | |
Participant loan processingCode 37 | 1 | $14,613 |
Competitor overlap
Percent of Prudential 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 Trust Company.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | U.S. Bank National Association | $3.3B |
EXCAVATORS UNION PENSION FUND LOCANY · 131809825-002 | BlackRock | $3.0B |
THE WILLIAMS COMPANIES, INC.OK · 730569878-001 | Fidelity Employer Services Company | $1.4B |
GANNETT FLEMING, INC.PA · 251613591-002 | Charles Schwab | $830M |
BOARD OF TRUSTEES ARIZONA SHEET METAL PENSION TRUST FUNDAZ · 866069718-001 | Audax | $109M |
SPECTRUM BRANDS, INC.WI · 222423556-023 | Empower | $50M |
SPORTS ARENA EMPLOYEES LOCAL 137 RETIREMENT FUNDNY · 226073053-001 | LOCAL 108 WELFARE FUND | $44M |
BOARD OF TRUSTEES OF LOCAL 1931 PENSION FUNDNY · 116169861-001 | JOSEPH GIOVINCO | $29M |
Plans lost in 2024
Appeared last year under Prudential Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
CONSOLIDATED ELECTRICAL DISTRIBUTORS, INC.TX · 770559191-001 | Goldman Sachs Asset Management | $1.1B |
TOTALENERGIES FINANCE USA, INC.TX · 233060301-002 | BlackRock | $656M |
AUTO CLUB INSURANCE ASSOCIATIONMI · 380477270-333 | Hewitt | $529M |
KILPATRICK TOWNSEND & STOCKTON LLPGA · 580511774-003 | Fidelity Investments | $512M |
KILPATRICK TOWNSEND & STOCKTON LLPGA · 580511774-009 | Fidelity Investments | $94M |
GENESIS ADMINISTRATIVE SERVICES LLCPA · 300847166-007 | CAPTRUST | $85M |
AGENCY FOR COMMUNITY EMPOWERMENT OF NEPAPA · 231649434-001 | Prudential Retirement Insurance & Annuity Co. | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PRUDENTIAL INSURANCE COMPANY OF AMERICANJ · 221211670-003 | $12.0B | 44,305 | $2M | 10y | - |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $470,279 | 5y | - |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $2M | 5y | - |
SONY CORPORATION OF AMERICANY · 131914734-002 | $6.2B | 25,938 | $937,654 | 10y | 1 |
BAXTER INTERNATIONAL INC.IL · 360781620-023 | $4.6B | 29,847 | $121,595 | 2y | 1 |
FERGUSON ENTERPRISES, LLCVA · 541473338-002 | $3.6B | 38,897 | $694,307 | 9y | 1 |
THE NORTHERN TRUST COMPANYIL · 361561860-002 | $3.3B | 13,997 | $441,231 | 10y | - |
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $287,858 | 1y | - |
EXCAVATORS UNION PENSION FUND LOCANY · 131809825-002 | $3.0B | 11,892 | $1M | 1y | - |
SODEXO, INC.MD · 520936594-003 | $2.4B | 130,486 | $166,138 | 9y | - |
Flag exposure
92.3%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 (24)
Raw Schedule C names collapsed into Prudential Trust Company.
- GS MEZZANINE PARTNERS V, LP
- GS MEZZANINE PTNS V, LP
- GS SMALL CAP GR INSIGHTS R6
- GS VINTAGE FUND V OFFSHORE, LP
- GS VINTAGE VII MANAGER LP
- GS VINTAGE VII MGR LP
- GS VINTAGE VIII OFFSHORE SCSP
- GSA BOYD WATTERSON
- PRIDENTIAL TRUST COMPANY
- PRUDENTAIL TRUST CO.
- PRUDENTIAL TRUST
- PRUDENTIAL TRUST CO
- PRUDENTIAL TRUST CO (PGIM)
- PRUDENTIAL TRUST CO-QMA
- PRUDENTIAL TRUST CO.
- PRUDENTIAL TRUST CO. - JENNISON INV
- PRUDENTIAL TRUST CO. QUANTITATIVE
- PRUDENTIAL TRUST CO./JENNISON
- PRUDENTIAL TRUST CO/JENNISON
- PRUDENTIAL TRUST COMPANY
- PRUDENTIAL TRUST COMPANY (PGIM)
- PURDENTIAL TRUST CO
- THE PRUDENTIAL TRUST COMPANY
- THE PRUDENTIAL TRUST COMPANY OF AME
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 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 | 3 | 4.62% | 1.71% | +2.90 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 7.69% | 1.76% | +5.93 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 Trust Company. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Prudential 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 | 15 | 23.1% |
| Mercer | 12 | 18.5% |
| Allspring Global Investments | 7 | 10.8% |
| Goldman Sachs Asset Management | 7 | 10.8% |
| NISA Investment Advisors | 7 | 10.8% |
| PIMCO | 7 | 10.8% |
| Quan-Vest Consultants, Inc. | 7 | 10.8% |
| Verus Advisors, Inc. | 7 | 10.8% |
| Income Research & Management | 6 | 9.2% |
| Jennison Associates LLC | 6 | 9.2% |
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).