Ridgeworth Capital Management
advisor11 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #4056 of mapped providers
Assets under administration$42.7B0.1%Market share · rank #361
Fees received$88,661Median $24,960/planSum across Schedule C direct + indirect
Net wins YoY+12 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 Ridgeworth Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Ridgeworth Capital Management 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 | 3 | $24,960 |
Competitor overlap
Percent of Ridgeworth Capital 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 Ridgeworth Capital Management.
| Sponsor | From | Assets |
|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | LSEG | $9.3B |
Plans lost in 2024
Appeared last year under Ridgeworth Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
JUDY CONSTRUCTION COMPANYKY · 610861333-001 | LPL Financial | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-001 | $21.2B | 144,570 | $44,230 | 3y | - |
BOARD OF TRUSTEES OF THE UPS/IBT FULL-TIME PENSION PLANGA · 266150755-001 | $12.2B | 102,332 | $24,960 | 2y | - |
UNITED PARCEL SERVICE OF AMERICA, INC.GA · 951732075-022 | $9.3B | 246,785 | $19,471 | 1y | - |
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 (11)
Raw Schedule C names collapsed into Ridgeworth Capital Management.
- RIDEGEWORTH
- RIDEWORTH
- RIDGE WORTH
- RIDGEWORTH
- RIDGEWORTH CAPITAL
- RIDGEWORTH CAPITAL MANAGEMENT
- RIDGEWORTH CAPITAL MANAGEMENT/SEIX
- RIDGEWORTH CAPITAL MGMT
- RIDGEWORTH CAPITAL MGT
- RIDGEWORTH FUNDS
- RIDGEWORTH INVESTMENTS / CEREDEX
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 Ridgeworth Capital 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 Ridgeworth Capital 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 Ridgeworth Capital 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 |
|---|---|---|
| Proskauer Rose LLP | 3 | 100.0% |
| ALSTON & BIRD LLP | 2 | 66.7% |
| K&L Gates LLP | 1 | 33.3% |