Robeco Investment Management
advisor14 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2577 of mapped providers
Assets under administration$5.3B0.0%Market share · rank #1827
Fees received$809,928Median $108,677/planSum across Schedule C direct + indirect
Net wins YoY-10 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 Robeco Investment Management plan look like?
Service mix · median fees per plan
Count of plans where Robeco Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment managementCode 28 | 3 | $108,677 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $131,572 |
Competitor overlap
Percent of Robeco Investment 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 Robeco Investment Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Robeco Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
JBGS EMPLOYEE COMPANY LLCMD · 364861256-003 | Empower | $119M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MICHELIN NORTH AMERICA, INCSC · 111724631-010 | $2.2B | 18,855 | $108,677 | 5y | - |
JOINT BOARD OF TRUSTEES ELECTRICAL WORKERS LOCAL 103 IBEWMA · 046063734-001 | $1.9B | 10,363 | $405,500 | 9y | - |
BOARD OF TRUSTEES, SOUTHERN CALIFORNIA UNITED FOODCA · 516029925-001 | $928M | 26,295 | $212,557 | 4y | - |
PRESBYTERIAN HEALTHCARE SERVICESNM · 850105601-004 | $261M | 1,744 | $50,586 | 6y | - |
AHMAD, ZAVITSANOS & MENSINGTX · 921091787-003 | $6M | 70 | $32,608 | 2y | - |
Flag exposure
80.0%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 (14)
Raw Schedule C names collapsed into Robeco Investment Management.
- HELIGROUP HOLDINGS, INC.
- HELIOS CONSULTING INC
- HELIOS HR
- HELIOS HR, LLC
- HELIOS WEALTH ADVISORS LLC
- ROBECO INVESTMENT .MANAGEMENT
- ROBECO INVESTMENT MANAGEMENT
- ROBECO INVESTMENT MANAGEMENT (BOSTO
- ROBECO INVESTMENT MANAGEMENT INC
- ROBECO INVESTMENT MANAGEMENT INC.
- ROBECO INVESTMENT MANAGEMENT, INC
- ROBECO INVESTMENT MANAGEMENT, INC.
- ROBECO INVESTMENT MGMT COMPANY
- ROBECO WEISS PECK & GREER
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 Robeco Investment 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 Robeco Investment 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 Robeco Investment 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 |
|---|---|---|
| Krakow & Souris LLC | 1 | 20.0% |
| McDermott Will & Emery LLP | 1 | 20.0% |
| Schwartz Steinsapir Dohrmann | 1 | 20.0% |
| Seyfarth Shaw LLP | 1 | 20.0% |
| Trivella & Forte LLP | 1 | 20.0% |