The Boston Company
other3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3-1 YoYRank #4325 of mapped providers
Assets under administration$2.3B0.0%Market share · rank #2831
Fees received$601,082Median $36,439/planSum across Schedule C direct + indirect
Net wins YoY-20 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 The Boston Company plan look like?
Service mix · median fees per plan
Count of plans where The Boston Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Other commissionsCode 28 | 3 | $36,439 |
Competitor overlap
Percent of The Boston Company'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 The Boston Company.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under The Boston Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
OREGON & SOUTHWEST WASHINGTON PAINTERS PENSION PLAN, TRUSTEESOR · 936022791-001 | Newton Investment Management | $178M |
AMERICAN INDUSTRIAL TRANSPORT, INC.MO · 850855127-003 | Armanino LLP | $11M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ROOFING INDUSTRY PENSION FUND WILSON-MCSHANE CORPORATIONMN · 366157071-001 | $2.1B | 33,266 | $550,638 | 10y | - |
JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROITMI · 386242187-001 | $108M | 1,185 | $36,439 | 10y | - |
SHEET METAL 7 ZONE 3 PENSION FUNDMI · 386237161-001 | $66M | 571 | $14,005 | 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 (3)
Raw Schedule C names collapsed into The Boston Company.
- BOSTON
- BOSTON COMPANY
- THE BOSTON COMPANY
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 The Boston Company'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 The Boston Company. 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 The Boston Company'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 |
|---|---|---|
| Ancora Advisors LLC | 1 | 33.3% |
| Aristotle Capital Management | 1 | 33.3% |
| Brandywine Global Investment | 1 | 33.3% |
| Callan Associates Inc. | 1 | 33.3% |
| CastleArk Management LLC | 1 | 33.3% |
| Congress Asset Management | 1 | 33.3% |
| Evaluations Consultants LLC | 1 | 33.3% |
| Fusion Family Wealth, LLC | 1 | 33.3% |
| LSV Asset Management | 1 | 33.3% |
| Pier Capital, LLC | 1 | 33.3% |