Ramirez Asset Management
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4Rank #3214 of mapped providers
Assets under administration$13.6B0.0%Market share · rank #957
Fees received$771,151Median $159,877/planSum across Schedule C direct + indirect
Net wins YoY+01 won · 1 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 Ramirez Asset Management plan look like?
Service mix · median fees per plan
Count of plans where Ramirez Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 4 | $159,877 |
Competitor overlap
Percent of Ramirez Asset Management'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 Ramirez Asset Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Ramirez Asset Management; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE DOW CHEMICAL COMPANYMI · 381285128-001 | $10.9B | 31,955 | $442,754 | 4y | - |
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAMMD · 260181656-001 | $2.0B | 7,789 | $81,851 | 5y | - |
JOINT PENSION FUND LOCAL UNION 164 IBEWNJ · 226031199-001 | $599M | 4,105 | $237,902 | 10y | - |
SCHNUCK MARKETS, INC.MO · 430726776-001 | $55M | 1,015 | $8,644 | 1y | - |
Flag exposure
75.0%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 (5)
Raw Schedule C names collapsed into Ramirez Asset Management.
- HAGGERTY & HAGGERTY P A
- HAGGERTY & HAGGERTY, P.A.
- HAGGERTY &HAGGERTY P A
- RAMIREZ ASSET MANAGEMENT
- RAMIREZ ASSET MANAGEMENT, INC.
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 Ramirez Asset Management'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 Ramirez Asset Management. 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 Ramirez Asset Management'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 |
|---|---|---|
| Covington & Burling LLP | 1 | 25.0% |
| Fabian & Byrn LLC | 1 | 25.0% |
| Groom Law Group, Chartered | 1 | 25.0% |
| ZAZZALI FAGELLA NOWAK KLEINBAUM | 1 | 25.0% |