STEPSTONE GROUP
advisor19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19+5 YoYRank #916 of mapped providers
Assets under administration$69.4B0.1%Market share · rank #219
Fees received$3MMedian $51,100/planSum across Schedule C direct + indirect
Net wins YoY+56 won · 1 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 STEPSTONE GROUP plan look like?
Service mix · median fees per plan
Count of plans where STEPSTONE GROUP 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 | 9 | $45,796 | |
Investment management fees paid directly by plan; Consulting fees; Consulting (general); Investment advisory (plan); Other services; Direct payment from the planCode 16 | 8 | $37,023 | |
Investment management fees paid directly by plan; Investment management; Consulting (pension); Direct payment from the planCode 17 | 1 | $482,997 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $924,041 |
Competitor overlap
Percent of STEPSTONE GROUP'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 STEPSTONE GROUP.
| Sponsor | From | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-020 | Life Status 360 | $10.0B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | Jefferies LLC | $5.0B |
AARPDC · 951985500-001 | PENNYBACKER VI LIBERTY LLC | $1.6B |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-013 | Jefferies LLC | $1.2B |
BD OF TEES OF SEIU LOCAL 32BJ, DIS 36 BOLR PENSION TRUST FUNDPA · 236546776-001 | LOCAL 36 OPERATING ACCOUNT | $143M |
Plans lost in 2024
Appeared last year under STEPSTONE GROUP; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | JPMorgan Chase | $4.3B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NORTHROP GRUMMAN CORPORATIONVA · 800640649-030 | $18.8B | 104,566 | $148,637 | 4y | - |
CITIGROUP INC.CT · 521568099-020 | $10.0B | 119,922 | $482,997 | 6y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-007 | $8.4B | 60,528 | $64,080 | 4y | - |
TRUSTEES OF UFCW INT'L UNION - INDUSTRY PENSION FUNDIL · 516055922-001 | $8.2B | 204,155 | $470,000 | 8y | - |
CONSTELLATION ENERGY GENERATION LLCPA · 233064219-001 | $5.0B | 17,060 | $100,792 | 1y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $6,721 | 5y | - |
BOARD OF TRUSTEES, SOUND RETIREMENT TRUSTWA · 916069306-001 | $2.6B | 116,515 | $924,041 | 7y | - |
NORTHROP GRUMMAN CORPORATIONVA · 800640649-041 | $2.1B | 20,435 | $16,381 | 3y | - |
ARAMCO SHARED BENEFITS COMPANYTX · 844364434-001 | $1.8B | 1,794 | $50,000 | 6y | - |
AARPDC · 951985500-001 | $1.6B | 5,813 | $51,100 | 1y | - |
Flag exposure
100.0%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 (19)
Raw Schedule C names collapsed into STEPSTONE GROUP.
- IRON
- IRON ADMINSTRATION LLC
- IRON BRIDGE
- IRON BRIDGE CAPITAL MANAGEMENT
- IRON BRIDGE CAPITAL MANAGEMENT, LP
- IRON CO
- STEPSTONE
- STEPSTONE CAPITAL PARTNERS
- STEPSTONE GROUP
- STEPSTONE GROUP LLC
- STEPSTONE GROUP LP
- STEPSTONE GROUP REAL ESTATE HOLDING
- STEPSTONE GROUP REAL ESTATE LP
- STEPSTONE GROUP REAL ESTATE, LP
- STEPSTONE HOSPITALITY INC
- STEPSTONE REAL ESTATE
- STEPSTONE REAL ESTATE LP
- STEPSTONE VC GLOBAL PARTNERS XI LP
- STEPSTONE VC SECOND FUND VI LP
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 STEPSTONE GROUP'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 STEPSTONE GROUP. 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 STEPSTONE GROUP'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 |
|---|---|---|
| Ropes & Gray LLP | 3 | 15.8% |
| Barlow Coughran Morales & Josephson | 2 | 10.5% |
| Harter Secrest & Emery LLP | 2 | 10.5% |
| Proskauer Rose LLP | 2 | 10.5% |
| Slevin & Hart PC | 2 | 10.5% |
| Arnold Newbold Sollars & Hollins PC | 1 | 5.3% |
| Cohen Weiss & Simon LLP | 1 | 5.3% |
| COSTIN, HAMMEL & LEAKE, L.L.C. | 1 | 5.3% |
| Fisher & Phillips LLP | 1 | 5.3% |
| Jacob, Burns, Orlove & Hernandez | 1 | 5.3% |