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Rothschild Asset Management
Matched across 35 name variants in the filings
Rothschild Asset Management summary
Rothschild Asset Management appears on 31 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $23.5B in assets for 322,892 participants. The median client plan holds $23.8M. Most client plans are sponsored in IL, OH and TN. The largest clients by plan assets are Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Dla Piper LLP (US) and Honigman LLP. Plans reported $946K in direct and indirect compensation paid to Rothschild Asset Management. The median is $28K per plan.
- Participants
- 322,892
- Median plan assets
- $23.8M
- Median plan participants
- 440
- Median fees per plan
- $28K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- NYParticipants 301,189
- Dla Piper LLP (US)$2.0BMDParticipants 4,523
- Honigman LLP$448MMIParticipants 1,014
- ILParticipants 986
- ILParticipants 1,528
- ILParticipants 3,509
- TNParticipants 1,221
- Sprout Social, Inc.$147MILParticipants 1,450
- ILParticipants 512
- ILParticipants 790
- ILParticipants 339
- Sdi Presence LLC$46.0MILParticipants 465
- ILParticipants 610
- Catalyst Exhibits, Inc.$29.4MWIParticipants 225
- ILParticipants 272
- ILParticipants 440
- Resonant Sciences, LLC$23.5MOHParticipants 207
- Keats Manufacturing Co.$22.8MILParticipants 243
- Legal Aid Chicago$21.4MILParticipants 346
- Merisant US, Inc.$18.9MTXParticipants 0
- NJParticipants 564
- TNParticipants 635
- Clarity Partners, LLC$15.6MILParticipants 200
- ILParticipants 128
- Ucan$12.0MILParticipants 705
Top client states
- IL20 plans
- OH2 plans
- TN2 plans
- AZ1 plan
- MD1 plan
Frequently asked questions
- Who uses Rothschild Asset Management?
- 31 retirement plans list Rothschild Asset Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees of 1199SEIU Health Care Employees Pension Fund, Dla Piper LLP (US), Honigman LLP, Hinshaw & Culbertson LLP and Alfred Benesch & Company. Most client plans are sponsored in IL, OH and TN.
- How many plans does Rothschild Asset Management serve?
- Rothschild Asset Management serves 31 retirement plans with $23.5B in plan assets and 322,892 participants, based on the latest Form 5500 filings through 2024.
- What does Rothschild Asset Management charge?
- Plans reported $946K in total Schedule C compensation paid to Rothschild Asset Management. The median plan paid $28K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served31-3 YoYRank #569 of mapped providers
Assets under administration$23.5B0.0%Rank #633 by share of filed assets
Fees received$946,144Median $27,931/planSum across Schedule C direct + indirect
Net wins YoY-54 won - 9 lostPlan-level switch detection
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