Thomson Reuters
advisor22 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #3027 of mapped providers
Assets under administration$3.9B0.0%Market share · rank #2264
Fees received$104,542Median $29,079/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 Thomson Reuters plan look like?
Service mix · median fees per plan
Count of plans where Thomson Reuters ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Employee (plan)Code 30 | 2 | $29,079 | |
Investment advisory (plan); Contract Administrator; Direct payment from the plan; Other servicesCode 13 | 1 | $34,314 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 1 | $12,071 |
Competitor overlap
Percent of Thomson Reuters'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 Thomson Reuters.
| Sponsor | From | Assets |
|---|---|---|
TEAMSTERS LOCAL 830 PENSION PLANPA · 231990755-001 | SAMUEL J. KENISH | $180M |
Plans lost in 2024
Appeared last year under Thomson Reuters; not this year.
| Sponsor | To | Assets |
|---|---|---|
MYLAN INC.PA · 251211621-001 | Merrill | $1.1B |
INGRAM INDUSTRIES INC.TN · 620673043-002 | John Hancock | $573M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF THE PLUMBERS PENSION FUND, LOCAL 130, U.A.IL · 366489579-001 | $1.7B | 9,502 | $32,334 | 9y | - |
DARDEN RESTAURANTS, INC.FL · 593305930-044 | $1.6B | 210,222 | $34,314 | 4y | - |
YWCA RETIREMENT FUND, INC.NY · 131624231-001 | $407M | 11,316 | $12,071 | 4y | 1 |
TEAMSTERS LOCAL 830 PENSION PLANPA · 231990755-001 | $180M | 2,273 | $25,823 | 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 (22)
Raw Schedule C names collapsed into Thomson Reuters.
- JENNIFER KOLARCIK
- JENNIFER KREJCA
- JENNIFER L ANDERSON, LLC
- JENNIFER LANGDON
- THOMAS REUTERS
- THOMAS REUTERS EXPERT WITNESS
- THOMAS REUTERS EXPERT WITNESS SERVI
- THOMPSON REUTERS (MARKETS), LLC
- THOMPSON REUTERS - WEST
- THOMSON LEGAL & REG
- THOMSON REUTERS
- THOMSON REUTERS (MARKET) LLC
- THOMSON REUTERS (MARKETS) LLC
- THOMSON REUTERS (MARKETS), LLC
- THOMSON REUTERS - WEST
- THOMSON REUTERS ENTERPRISES
- THOMSON REUTERS MARKETS LLC
- THOMSON REUTERS, EXPERT WITNESS
- THOMSON REUTERS-WEST
- THOMSON REUTERS/WEST PUBLISING
- THOMSON RUETERS
- THOMSON WEST
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 Thomson Reuters'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 | 25.00% | 1.71% | +23.29 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 Thomson Reuters. 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 Thomson Reuters'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 |
|---|---|---|
| Cleary, Josem & Trigiani LLP | 1 | 25.0% |
| Cozen O'Connor | 1 | 25.0% |
| Duane Morris LLP | 1 | 25.0% |
| Laner Muchin Ltd. | 1 | 25.0% |
| McDermott Will & Emery LLP | 1 | 25.0% |