Savant Capital Management
advisor13 known aliases resolved via the canonical alias map
Market position · 2024
Plans served38+4 YoYRank #476 of mapped providers
Assets under administration$41.9B0.1%Market share · rank #372
Fees received$2MMedian $32,272/planSum across Schedule C direct + indirect
Net wins YoY+511 won · 6 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 Savant Capital Management plan look like?
Service mix · median fees per plan
Count of plans where Savant Capital Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan); Investment advisory (participants)Code 26 | 22 | $30,715 | |
Investment management fees paid directly by plan; Investment management; Direct payment from the plan; Investment advisory (plan)Code 27 | 8 | $71,670 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $19,067 | |
Other feesCode 99 | 2 | $64,397 | |
Other fees; Investment management fees paid directly by plan; Investment advisory (plan); Investment advisory (participants); Consulting (pension); Investment management; Direct payment from the planCode 17 | 1 | $89,172 | |
Named fiduciary; Investment advisory (participants); Investment management; Investment management fees paid directly by plan; Investment advisory (plan); Participant communication; Trustee (discretionary)Code 24 | 1 | $180,958 | |
Securities brokerage commissions and feesCode 71 | 1 | $15,140 |
Competitor overlap
Percent of Savant 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 Savant Capital Management.
| Sponsor | From | Assets |
|---|---|---|
CGI TECHNOLOGIES AND SOLUTIONS, INC.VA · 540856778-001 | T. Rowe Price | $2.4B |
MAYER BROWN LLPIL · 361447220-004 | Signature Estate & Investment Advisors | $1.2B |
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH ANDIL · 453237183-004 | Pentegra Retirement Services Inc. | $1.1B |
HEALTH FIRST SHARED SERVICES, INC.FL · 593336894-005 | Neal Gerber & Eisenberg LLP | $903M |
BRADLEY ARANT BOULT CUMMINGS LLPAL · 630243316-001 | Cambridge Investment Research | $694M |
MAYNARD NEXSEN, PCAL · 630864426-002 | Charles Schwab | $410M |
SMITH, GAMBRELL & RUSSELL, LLPGA · 580967450-005 | T. Rowe Price | $266M |
FROST BROWN TODD LLPKY · 610722001-005 | Charles Schwab | $179M |
STARNES DAVIS FLORIE LLPAL · 630685284-002 | Bridgeworth Wealth Management | $65M |
CUSTOM ALUMINUM PRODUCTS, INC.IL · 362581274-001 | IHT Wealth Management LLC | $14M |
Plans lost in 2024
Appeared last year under Savant Capital Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
EMORY HEALTHCARE, INC.GA · 582137993-002 | Strategic Advisers | $2.4B |
GOODHART SONS, INC.PA · 231685243-002 | Commonwealth Equity Services | $11M |
FIRST ROCKFORD GROUP, INC.IL · 363348156-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
UNITED AIRLINES, INC.IL · 742099724-202 | $16.8B | 20,168 | $67,744 | 5y | 1 |
EMORY UNIVERSITY DIVISION OF HUMAN RESOURCESGA · 580566256-001 | $5.5B | 40,652 | $139,000 | 3y | - |
NORTHWESTERN UNIVERSITYIL · 362167817-001 | $4.4B | 25,018 | $103,790 | 3y | 1 |
CGI TECHNOLOGIES AND SOLUTIONS, INC.VA · 540856778-001 | $2.4B | 18,843 | $6,757 | 1y | 1 |
CADENCE DESIGN SYSTEMS INCCA · 770148231-001 | $2.1B | 5,961 | $15,140 | 5y | 2 |
SIDLEY AUSTIN LLPIL · 364474078-100 | $1.9B | 6,029 | $11,237 | 4y | 1 |
MAYER BROWN LLPIL · 361447220-004 | $1.2B | 3,355 | $9,604 | 1y | 1 |
NORTHWESTERN UNIVERSITYIL · 362167817-003 | $1.2B | 19,704 | $74,935 | 3y | 1 |
MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH ANDIL · 453237183-004 | $1.1B | 8,800 | $10,159 | 1y | 2 |
SEYFARTH SHAW LLPIL · 362152202-004 | $926M | 2,908 | $30,537 | 5y | 2 |
Flag exposure
92.1%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 (13)
Raw Schedule C names collapsed into Savant Capital Management.
- HORIZON ACTUARIAL SVCS
- SAVANT CAPITAL LLC
- SAVANT CAPITAL LLC DBA SAVANT WEATL
- SAVANT CAPITAL MANAGEMENT
- SAVANT CAPITAL MANAGEMENT, INC
- SAVANT CAPITAL MANAGEMENT, INC.
- SAVANT CAPITAL, LLC
- SAVANT GROUP
- SAVANT INVESTMENT GROUP
- SAVANT INVESTMENT GROUP LLC
- SAVANT INVESTMENT GROUP, LLC
- SAVANT WEALTH MANAGEMENT
- THE SAVANT GROUP
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 Savant 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 | 1 | 2.63% | 26.94% | -24.31 pp |
| Late contributions | 9 | 23.68% | 1.71% | +21.97 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 15 | 39.47% | 1.76% | +37.72 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 Savant Capital Management. 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 Savant 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 |
|---|---|---|
| Cleary, Josem & Trigiani LLP | 1 | 2.6% |
| Weil, Gotshal & Manges LLP | 1 | 2.6% |
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).