Sit Investment Associates
advisor12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8Rank #1904 of mapped providers
Assets under administration$19.7B0.0%Market share · rank #687
Fees received$7MMedian $256,652/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 Sit Investment Associates plan look like?
Service mix · median fees per plan
Count of plans where Sit Investment Associates 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 plan; Investment management fees paid directly by planCode 28 | 6 | $383,709 | |
Investment advisory (plan)Code 27 | 1 | $9,886 | |
Securities brokerage commissions and fees; Investment management fees paid directly by planCode 51 | 1 | $177,359 |
Competitor overlap
Percent of Sit Investment Associates'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 Sit Investment Associates.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Sit Investment Associates; not this year.
| Sponsor | To | Assets |
|---|
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 | $5M | 10y | - |
GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC.WI · 391606449-002 | $2.9B | 12,092 | $731,226 | 10y | - |
PENSION COMMITTEE UNDER TWIN CITY HOSPITALS - MINNESOTA NURSESMN · 416184922-001 | $2.4B | 33,805 | $431,473 | 2y | - |
BD OF TEES HEATING, PIPING & REFRIGERATION PENSION FUNDMD · 521058013-001 | $1.2B | 7,015 | $177,359 | 9y | - |
FEDERATED MUTUAL INSURANCE COMPANYMN · 410417460-001 | $789M | 4,742 | $335,945 | 10y | - |
BOARD OF TRUSTEES OF U. A. LOCAL 38 TRUST FUNDSCA · 941285319-001 | $555M | 2,816 | $103,990 | 3y | - |
INSTITUTE OF ELECTRICAL AND ELECTRONICS ENGINEERS, INC.NJ · 131656633-001 | $58M | 703 | $9,886 | 7y | - |
CHILDRENS HOSPITALS AND CLINICS OF MINNESOTAMN · 411754276-003 | $23M | 606 | $45,027 | 4y | - |
Flag exposure
75.0%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 (12)
Raw Schedule C names collapsed into Sit Investment Associates.
- ING INSTITUTIONAL PLAN SERVICES
- ING INSTITUTIONAL PLAN SERVICES, LL
- SIT
- SIT FIXED INCOME ADVISORS II, LLC
- SIT INV ASSOC.
- SIT INVESTMENT ASSOC.
- SIT INVESTMENT ASSOCIATES
- SIT INVESTMENT ASSOCIATES INC
- SIT INVESTMENT ASSOCIATES, INC.
- SIT INVESTMENTS ASSOCIATES
- SIT INVESTMENTS FI
- SIT INVESTMENTS FL
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 Sit Investment Associates'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 Sit Investment Associates. 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 Sit Investment Associates'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 |
|---|---|---|
| Law Firm of James P Baker | 1 | 12.5% |
| O'Donoghue & O'Donoghue LLP | 1 | 12.5% |
| Reed Smith LLP | 1 | 12.5% |
| Sarfino and Rhoades, LLP | 1 | 12.5% |