SLC Management
advisor16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served37+5 YoYRank #507 of mapped providers
Assets under administration$9.5B0.0%Market share · rank #1379
Fees received$4MMedian $61,295/planSum across Schedule C direct + indirect
Net wins YoY+410 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 SLC Management plan look like?
Service mix · median fees per plan
Count of plans where SLC Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by planCode 28 | 22 | $59,233 | |
Investment advisory (plan); Investment management fees paid indirectly by planCode 27 | 6 | $121,788 | |
Investment management fees paid directly by planCode 51 | 3 | $152,565 | |
Consulting (general); Insurance brokerage commissions and fees; Insurance servicesCode 16 | 1 | $104,627 | |
Investment management fees paid directly by plan; Custodial (other than securities)Code 18 | 1 | $23,914 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $34,452 | |
Investment advisory (participants)Code 26 | 1 | $60,647 | |
Securities brokerageCode 33 | 1 | $186,398 |
Competitor overlap
Percent of SLC 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 SLC Management.
| Sponsor | From | Assets |
|---|---|---|
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | Ryan Labs | $1.5B |
VHS OF MICHIGANMI · 272396331-002 | WESTERN ASSET MANAGEMENT | $573M |
TEKNOR APEX COMPANYRI · 050306609-003 | Cambridge Associates | $243M |
LOCAL 147 CONSTRUCTION WORKERS RETIREMENT PLANNJ · 136528181-001 | Ryan Labs Asset Management | $180M |
ATKORE INTERNATIONAL, INC.IL · 900631477-039 | Aon | $91M |
ELBIT SYSTEMS OF AMERICA, LLCTX · 300403919-002 | Northern Trust | $83M |
FOSTER WHEELER, INC.NJ · 223800664-002 | EQUITABLE | $61M |
CURTIS, MALLET-PREVOST, COLT & MOSLE LLPNY · 135018900-001 | Sentinel Pension Advisors | $60M |
MUNICIPAL EMPLOYEES CREDIT UNION OF BALTIMOREMD · 520284053-003 | Empower | $49M |
TRIMAS CORPORATIONMI · 382687639-043 | Raymond James & Associates, Inc. | $11M |
Plans lost in 2024
Appeared last year under SLC Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
ARXADA, LLCNJ · 135665861-003 | Sun Life Investment Management | $395M |
AMADEUS NORTH AMERICA, INC.FL · 760544614-002 | Empower | $67M |
CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUNDNJ · 133161716-001 | Gould Kobrick & Schlapp PC | $21M |
GERCO HOLDINGS, INCOH · 341890417-001 | (new plan) | $18M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES ANNUITY FUND OF THE IUOE LCL UNION 94, 94A, 94B AFL-CIONY · 136817367-001 | $1.8B | 7,900 | $37,085 | 6y | - |
B OF T, NORTHWEST SHEET METAL WORKERS PENSION PLANOR · 916061344-001 | $1.7B | 9,374 | $278,750 | 2y | - |
UFCW UNION & PARTICIPATING FOOD INDUSTRY EMPLOYERS TRI-STATE PENSION FPA · 236396097-001 | $872M | 29,592 | $25,000 | 2y | - |
JOINT BOARD OF TRUSTEES OF DISTRICT 9 I.A.M & A.W. PENSION TRUSTMO · 510138317-001 | $749M | 13,905 | $164,321 | 6y | - |
BOARD OF TRUSTEES OF THE ROAD CARRIERS LOCAL 707 PENSION FUNDNY · 516106510-001 | $664M | 3,554 | $362,457 | 1y | - |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | $639M | 6,610 | $82,513 | 4y | - |
VHS OF MICHIGANMI · 272396331-002 | $573M | 8,705 | $192,399 | 1y | - |
TRAVELPORT, LPGA · 431537250-004 | $290M | 3,374 | $259,329 | 5y | - |
TEKNOR APEX COMPANYRI · 050306609-003 | $243M | 1,689 | $23,914 | 1y | - |
MAZDA MOTOR OF AMERICA, INC., DBA MAZDA NORTH AMERICAN OPERATIONSCA · 952668359-001 | $182M | 1,371 | $239,223 | 6y | - |
Flag exposure
97.3%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 (16)
Raw Schedule C names collapsed into SLC Management.
- INNOVATIVE INVESTMENT
- INNOVATIVE INVSTMNT FIDUCIARIES LL
- INNOVATIVE OFFICE SOLUTIONS, LLC
- SLC
- SLC CAPITAL MANAGEMENT
- SLC CAPITAL MANAGEMENT (U.S.) LLC
- SLC CONSULTING
- SLC MANAGEMENT
- SLC MANAGEMENT (U.S.) LLC
- SLC MANAGEMENT INC
- SLC MANAGEMENT LLC
- SLC MANAGEMENT U.S. LLC
- SLC MANAGEMENT US INTERM INV GRADE
- SLC MANAGEMENT US LLC
- SLC MANAGEMENT, LLC
- SLCMGMT COLLECTIVE INVESTMENT 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 SLC 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 | 2 | 5.41% | 7.76% | -2.36 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 SLC 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 SLC 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 |
|---|---|---|
| Haynes & Boone LLP | 2 | 5.4% |
| Morgan Lewis & Bockius LLP | 2 | 5.4% |
| Asher Gittler & D'Alba Ltd | 1 | 2.7% |
| Barlow Coughran Morales & Josephson | 1 | 2.7% |
| Cary Kane LLP | 1 | 2.7% |
| Gould Kobrick & Schlapp PC | 1 | 2.7% |
| Groom Law Group, Chartered | 1 | 2.7% |
| Hammond & Shinners PC | 1 | 2.7% |
| Morris, Manning & Martin LLP | 1 | 2.7% |
| O'Brien, Belland & Bushinsky, LLC | 1 | 2.7% |