Vitech Systems Sub LLC
other7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served8-1 YoYRank #1810 of mapped providers
Assets under administration$107.0B0.1%Market share · rank #128
Fees received$12MMedian $402,255/planSum across Schedule C direct + indirect
Net wins YoY-12 won · 3 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 Vitech Systems Sub LLC plan look like?
Service mix · median fees per plan
Count of plans where Vitech Systems Sub LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; Direct payment from the planCode 49 | 6 | $275,060 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $528,821 | |
Consulting fees; Direct payment from the planCode 50 | 1 | $5,247,314 |
Competitor overlap
Percent of Vitech Systems Sub LLC'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 Vitech Systems Sub LLC.
| Sponsor | From | Assets |
|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | Garcia Hamilton & Associates | $48.2B |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | Kelly Press | $24.9B |
Plans lost in 2024
Appeared last year under Vitech Systems Sub LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | EMPLOYEE ID 639 | $2.2B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -CA · 956027308-002 | EMPLOYEE ID 639 | $2.2B |
BOARD OF TRUSTEES OF I.A.M. NATIONAL 401(K) FUNDDC · 320443423-003 | WTW | $828M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUNDIL · 366044243-001 | $48.2B | 332,020 | $275,689 | 1y | - |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $4M | 2y | - |
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUNDDC · 516031295-002 | $15.0B | 311,750 | $5M | 4y | - |
BD OF TRUSTEES, CHICAGO & VICINITY LABORERS' DISTR. COUNCIL PENS FUNDIL · 362514514-002 | $5.2B | 30,331 | $274,431 | 7y | - |
BOT OF THE NORTH ATLANTIC STATES CARPENTERS PENSION FUNDMA · 516040899-001 | $5.1B | 45,727 | $528,821 | 3y | - |
RETIREMENT BOARD OF BERT BELL/PETE ROZELLE NFL PLAYER RETIREMENT PLANMD · 136043636-001 | $4.0B | 15,591 | $989,198 | 4y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 PENSION FUNDMA · 046013863-001 | $1.3B | 7,096 | $112,136 | 5y | - |
BOARD OF TRUSTEES I.U.O.E. LOCAL 4 ANNUITY FUNDMA · 043002474-002 | $725M | 6,298 | $113,476 | 5y | 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 (7)
Raw Schedule C names collapsed into Vitech Systems Sub LLC.
- KEELEY ASSET MANAGEMENT
- KEELEY ASSET MANAGEMENT CO
- KEELEY ASSET MANAGEMENT CORP
- KEELEY ASSET MANAGEMENT CORP.
- VITECH SYSTEMS SUB INC
- VITECH SYSTEMS SUB LLC
- VITECH SYSTEMS SUB, LLC
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 Vitech Systems Sub LLC'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 | 12.50% | 1.71% | +10.79 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 Vitech Systems Sub LLC. 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 Vitech Systems Sub LLC'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 |
|---|---|---|
| Loomis Sayles | 5 | 62.5% |
| Acadian Asset Management | 3 | 37.5% |
| Dodge & Cox | 3 | 37.5% |
| The Segal Company | 3 | 37.5% |
| Aon | 2 | 25.0% |
| CTS Services Inc. | 2 | 25.0% |
| Hamilton Lane | 2 | 25.0% |
| Kroll Associates | 2 | 25.0% |
| Linea Solutions | 2 | 25.0% |
| LSV Asset Management | 2 | 25.0% |