The Boston Company Asset Management
advisor15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2667 of mapped providers
Assets under administration$12.6B0.0%Market share · rank #1078
Fees received$2MMedian $41,907/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 The Boston Company Asset Management plan look like?
Service mix · median fees per plan
Count of plans where The Boston Company Asset Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Soft dollars commissions; Investment managementCode 28 | 2 | $594,746 | |
Investment management fees paid directly by plan; Float revenue; Soft dollars commissions; Claims processingCode 12 | 1 | $426,273 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Other services; Recordkeeping fees; Other fees; Trustee (bank, trust company, or similar financial institution)Code 15 | 1 | $41,120 | |
Investment advisory (plan); Investment advisory (participants)Code 26 | 1 | $41,907 |
Competitor overlap
Percent of The Boston Company Asset Management'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 Asset Management.
| Sponsor | From | Assets |
|---|---|---|
BLACK RIVER SYSTEMS COMPANY, INC.NY · 161515846-001 | (new plan) | $13M |
Plans lost in 2024
Appeared last year under The Boston Company Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS PENSION TRUST FUND TRUST FUND FOR NORTHERN CALIFORNIACA · 946050970-001 | Camden Asset Management | $5.3B |
A.F.OF L.-A.G.C. BUILDING TRADES PENSIONAL · 636055108-001 | MATT STRINGER | $153M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 10y | 1 |
UTAH SHEET METAL PENSION TRUSTUT · 876156446-001 | $249M | 1,602 | $426,273 | 5y | - |
SLOCUM-DICKSON MEDICAL GROUP, PLLCNY · 200362623-002 | $87M | 616 | $28,479 | 10y | 1 |
BLACK RIVER SYSTEMS COMPANY, INC.NY · 161515846-001 | $13M | 129 | $41,907 | 1y | 1 |
TRENTON TECHNOLOGY, INC.NY · 161096522-001 | $11M | 284 | $41,120 | 10y | - |
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 (15)
Raw Schedule C names collapsed into The Boston Company Asset Management.
- ASCENT WEALTH PARTNERS
- ASCENT WEALTH PARTNERS LLC
- ASCENT WEALTH PARTNERS, LLC
- BOSTON COMPANY ASSET MANAG
- BOSTON COMPANY ASSET MANAGEMENT
- BOSTON COMPANY ASSET MANAGEMENT LLC
- BOSTON COMPANY ASSET MANAGEMENT, LL
- BOSTON COMPANY ASSET MANAGEMENT,LLC
- THE BOSTON CO ASSET MGT
- THE BOSTON COMPANY (AKA MELLON INVE
- THE BOSTON COMPANY ASSET
- THE BOSTON COMPANY ASSET MANAGEMENT
- THE BOSTON COMPANY ASSET MGMT
- THE BOSTON COMPANY ASSET MGMT LLC
- THE BOSTON COMPANY ASSET MGMT, 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 The Boston Company Asset Management'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 | 2 | 40.00% | 1.76% | +38.24 pp |
| Loss discovered | 1 | 20.00% | 0.00% | +20.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with The Boston Company Asset Management. 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 Asset Management'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 |
|---|---|---|
| Baldwin Moffitt Behm LLP | 1 | 20.0% |
| O'Donoghue & O'Donoghue LLP | 1 | 20.0% |
| Seyfarth Shaw LLP | 1 | 20.0% |
| Smith Gambrell & Russell, LLP | 1 | 20.0% |
| Spencer Fane | 1 | 20.0% |