Silchester International Investors
advisor42 known aliases resolved via the canonical alias map
Market position · 2024
Plans served46-4 YoYRank #392 of mapped providers
Assets under administration$56.6B0.1%Market share · rank #267
Fees received$16MMedian $260,654/planSum across Schedule C direct + indirect
Net wins YoY-23 won · 5 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 Silchester International Investors plan look like?
Service mix · median fees per plan
Count of plans where Silchester International Investors ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Securities brokerage commissions and fees; Investment management; Investment management fees paid directly by planCode 28 | 40 | $260,654 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 4 | $274,755 | |
Investment management fees paid directly by plan; Direct payment from the planCode 50 | 1 | $64,491 | |
Investment management fees paid directly by planCode 51 | 1 | $9,549 |
Competitor overlap
Percent of Silchester International Investors'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 Silchester International Investors.
| Sponsor | From | Assets |
|---|---|---|
THE CULTURAL INSTITUTIONS RETIREMENT SYSTEMNY · 112001170-001 | M. SCADUTO | $1.6B |
PAUL HASTINGS LLPCA · 952209675-024 | OneAmerica Retirement Services | $1.1B |
INDEPENDENT PHYSICIANS RESOURCE, INC.GA · 582287138-001 | Principal | $84M |
Plans lost in 2024
Appeared last year under Silchester International Investors; not this year.
| Sponsor | To | Assets |
|---|---|---|
THE UNIVERSITY OF CHICAGOIL · 362177139-003 | Northern Trust | $325M |
ST. LUKE'S HEALTH SYSTEM, LTD.ID · 562570681-002 | Mercer | $154M |
ARNOT OGDEN MEDICAL CENTERNY · 160743905-001 | Conning | $106M |
THE SAN DIEGO UNION-TRIBUNE LLCCA · 264538894-001 | Aon | $103M |
INDEPENDENT PROFESSIONAL SERVICES, INC.PA · 223551387-002 | Meridian Wealth Partners LLC | $53M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MAYO CLINICMN · 416011702-001 | $11.8B | 93,747 | $2M | 10y | - |
NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLCNM · 850097942-006 | $6.2B | 12,979 | $933,101 | 10y | - |
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANMD · 136043636-001 | $4.0B | 15,591 | $817,694 | 4y | - |
INTERMOUNTAIN HEALTH CARE, INC.UT · 870269232-001 | $3.4B | 40,022 | $1M | 10y | - |
BOARD OF TRUSTEES OF THE AMERICAN FEDERATION OF MUSICIANS AND EMPLOYENY · 516120204-001 | $3.2B | 52,611 | $461,709 | 4y | - |
HIGHMARK HEALTHPA · 453674900-333 | $3.1B | 34,883 | $553,170 | 6y | - |
NORFOLK SOUTHERN CORPORATIONGA · 521188014-001 | $2.5B | 14,020 | $1M | 10y | - |
BOARD OF TRUSTEES OF THE EQUITY-LEAGUE PENSION TRUST FUNDNY · 136696817-001 | $2.4B | 48,302 | $638,444 | 5y | - |
VOYA SERVICES COMPANYGA · 521317217-001 | $1.8B | 22,076 | $286,674 | 10y | - |
MAIN LINE HEALTH, INC.PA · 232331531-001 | $1.6B | 19,375 | $303,427 | 9y | - |
Flag exposure
91.3%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 (42)
Raw Schedule C names collapsed into Silchester International Investors.
- INDEPENDENT INVESTMENT ADVISOR
- INDEPENDENT PENSION SOLUTIONS
- INDEPENDENT PENSION SOLUTIONS, LLC
- INDEPENDENT PHYSICIANS R
- INDEPENDENT PLANNER, LLC
- INDEPENDENT PORTFOLIO CONSLTS, INC.
- INDEPENDENT PROFESSIONAL SERVICES,
- INDEPENDENT RETIREMENT ADVISORS
- INDEPENDENT RETIREMENT ADVISORS LLC
- INDEPENDENT RETIREMENT CONCULTING
- SILCHESTER
- SILCHESTER INT'L INV TABACCO FREE
- SILCHESTER INT'L INV TOBACCO FREE
- SILCHESTER INT'L INVESTOR
- SILCHESTER INT'L INVESTOR INC.
- SILCHESTER INT'L INVESTORS LLP
- SILCHESTER INT'L INVS TOB FR VAL EQ
- SILCHESTER INT'L INVS TOBACCO FREE
- SILCHESTER INT. INVESTORS INC.
- SILCHESTER INTERN'L INVESTORS LLP
- SILCHESTER INTERNATINAL INVESTORS
- SILCHESTER INTERNATIONAL
- SILCHESTER INTERNATIONAL ADVISORS
- SILCHESTER INTERNATIONAL INV INC
- SILCHESTER INTERNATIONAL INV TRUST
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 Silchester International Investors'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 | 1 | 2.17% | 1.76% | +0.42 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 Silchester International Investors. 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 Silchester International Investors'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 |
|---|---|---|
| Groom Law Group, Chartered | 2 | 4.3% |
| Proskauer Rose LLP | 2 | 4.3% |
| Allota Farley Co., LPA | 1 | 2.2% |
| Baker & Hostetler LLP | 1 | 2.2% |
| Barlow Coughran Morales & Josephson | 1 | 2.2% |
| Cohen Weiss & Simon LLP | 1 | 2.2% |
| Davis Wright Tremaine LLP | 1 | 2.2% |
| Goehring Rutter & Boehm | 1 | 2.2% |
| Ice Miller LLP | 1 | 2.2% |
| Lipsitz Green Scime Cambria LLP | 1 | 2.2% |
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).