Scout Investments Inc.
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-1 YoYRank #1663 of mapped providers
Assets under administration$21.2B0.0%Market share · rank #652
Fees received$2MMedian $173,975/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 Scout Investments Inc. plan look like?
Service mix · median fees per plan
Count of plans where Scout Investments Inc. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by planCode 28 | 8 | $173,975 | |
Direct payment from the plan; Investment management; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 1 | $53,304 | |
Investment management fees paid directly by planCode 51 | 1 | $578,084 |
Competitor overlap
Percent of Scout Investments Inc.'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 Scout Investments Inc..
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | NB Dyal Advisors LLC | $5.1B |
Plans lost in 2024
Appeared last year under Scout Investments Inc.; not this year.
| Sponsor | To | Assets |
|---|---|---|
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | ProLoan Bond Fund, LLC | $3.3B |
MONUMENT HEALTH, INC.SD · 201487506-001 | Von Briesen & Roper, S.C. | $106M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $578,084 | 2y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $400,974 | 2y | - |
BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOISIL · 366147396-001 | $2.3B | 17,735 | $179,118 | 10y | - |
PHILLIPS 66 COMPANYTX · 371652702-001 | $2.2B | 15,952 | $365,030 | 6y | - |
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | $2.1B | 33,266 | $309,323 | 10y | - |
BOARD OF TRUSTEES, EIGHTH DISTRICT ELECTRICAL PENSIONNV · 846100393-001 | $1.3B | 21,064 | $168,831 | 8y | - |
TRUSTEES OF THE MEMBERS RETIREMENT PLANIL · 362164320-001 | $699M | 31,309 | $130,680 | 10y | 1 |
INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATIONCA · 940294755-002 | $102M | 2,883 | $20,926 | 10y | - |
JOCKEY INTERNATIONAL, INC.WI · 390224670-003 | $54M | 1,608 | $87,768 | 2y | - |
DETROIT INSTITUTE OF ARTSMI · 381359510-001 | $15M | 91 | $53,304 | 3y | - |
Flag exposure
90.0%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 (10)
Raw Schedule C names collapsed into Scout Investments Inc..
- HSRE CORE PROPERTY FUND FP LLC
- HSRE CORE PROPERTY FUND GP LLC
- REAMS (SCOUTS INVESTMENT INC)
- SCOUT INVESTMENT, INC.
- SCOUT INVESTMENTS
- SCOUT INVESTMENTS INC
- SCOUT INVESTMENTS INC.
- SCOUT INVESTMENTS, INC
- SCOUT INVESTMENTS, INC (REAMS0
- SCOUT INVESTMENTS, 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 Scout Investments Inc.'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 | 1 | 10.00% | 1.71% | +8.29 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 Scout Investments Inc.. 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 Scout Investments Inc.'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 |
|---|---|---|
| ALSTON & BIRD LLP | 1 | 10.0% |
| Archer Byington Glennon & Levine | 1 | 10.0% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 10.0% |
| Blake & Uhlig, P.A. | 1 | 10.0% |
| Cavanagh & O'Hara LLP | 1 | 10.0% |
| Hartnett Reyes-Jones LLC | 1 | 10.0% |
| Johnson & Krol LLC | 1 | 10.0% |
| Kauff McGuire & Margolis LLP | 1 | 10.0% |
| Kirkland & Ellis LLP | 1 | 10.0% |
| Kirton McConkie | 1 | 10.0% |