Trust Company of the West
advisor5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3+1 YoYRank #3804 of mapped providers
Assets under administration$12.6B0.0%Market share · rank #1004
Fees received$1MMedian $56,886/planSum across Schedule C direct + indirect
Net wins YoY+11 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 Trust Company of the West plan look like?
Service mix · median fees per plan
Count of plans where Trust Company of the West ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Plan Administrator; Investment management fees paid directly by plan; Accounting (including auditing)Code 10 | 3 | $56,886 |
Competitor overlap
Percent of Trust Company of the West'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 Trust Company of the West.
| Sponsor | From | Assets |
|---|---|---|
MARS, INCORPORATEDNJ · 221594774-001 | GREYSTAR THACKERAY RLTY FUND VI, LP | $5.1B |
Plans lost in 2024
Appeared last year under Trust Company of the West; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $13,895 | 8y | - |
MARS, INCORPORATEDNJ · 221594774-001 | $5.1B | 26,885 | $1M | 1y | - |
YWCA RETIREMENT FUND, INC.NY · 131624231-001 | $407M | 11,316 | $56,886 | 3y | 1 |
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 (5)
Raw Schedule C names collapsed into Trust Company of the West.
- JOLIFFE CAPITAL, INC.
- JON BALTZELL
- TRUST COMPANY OF THE WEST
- TRUST COMPANY OF THE WEST (TCW)
- TRUST COMPANY OF 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 Trust Company of the West'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 | 33.33% | 1.71% | +31.62 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 Trust Company of the West. 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 Trust Company of the West'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 |
|---|---|---|
| McDermott Will & Emery LLP | 2 | 66.7% |
| Duane Morris LLP | 1 | 33.3% |