AM Beacon Funds
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5Rank #2584 of mapped providers
Assets under administration$266M0.0%Market share · rank #5332
Fees received$0Median $0/planSum across Schedule C direct + indirect
Net wins YoY+01 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 AM Beacon Funds plan look like?
Service mix · median fees per plan
Count of plans where AM Beacon Funds ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 4 | $0 | |
Participant loan processing; Trustee (bank, trust company, or similar financial institution); Float revenue; Shareholder servicing fees; Investment advisory (plan); Recordkeeping fees; Redemption fees; Investment management fees paid indirectly by plan; Investment management; Trustee (directed); Other services; Distribution (12b-1) fees; Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 1 | $0 |
Competitor overlap
Percent of AM Beacon Funds'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 AM Beacon Funds.
| Sponsor | From | Assets |
|---|---|---|
TRINITY METAL PRODUCTS LLCMO · 431166759-002 | T. Rowe Price | $13M |
Plans lost in 2024
Appeared last year under AM Beacon Funds; not this year.
| Sponsor | To | Assets |
|---|---|---|
ACETO US, LLCNY · 834536146-001 | T. Rowe Price | $14M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
MANHATTAN BEER DISTRIBUTORS, LLCNY · 133992843-001 | $125M | 1,701 | $0 | 2y | 1 |
MARATHON HEALTH, LLC.IN · 260103977-001 | $81M | 1,939 | $0 | 3y | - |
MANHATTAN BEER DISTRIBUTORS, LLCNY · 133992843-002 | $32M | 1,631 | $0 | 2y | 2 |
KOGNITIV, INCMA · 811683887-001 | $14M | 156 | $0 | 2y | - |
TRINITY METAL PRODUCTS LLCMO · 431166759-002 | $13M | 293 | $0 | 1y | - |
Flag exposure
40.0%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 (10)
Raw Schedule C names collapsed into AM Beacon Funds.
- ADVERTISING VENTURES, INC.
- ADVIASED ASSETS GROUP
- ADVICENT SOLUTIONS LP
- ADVICEPERIOD LLC
- AM BEACON
- AM BEACON FUNDS
- AM BEACON SMALL
- AM BEACON SMALL CAP VAL Y
- AM BEACON SMALL FUNDS
- AMERCIAN BEACON FUNDS
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 AM Beacon Funds'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 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 40.00% | 1.76% | +38.24 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 AM Beacon Funds. 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 AM Beacon Funds'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 |
|---|---|---|
| Metzler Locricchio Serra & Co PC | 5 | 100.0% |