Boston Trust
trustee7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6-1 YoYRank #2053 of mapped providers
Assets under administration$4.7B0.0%Market share · rank #1763
Fees received$903,269Median $88,489/planSum across Schedule C direct + indirect
Net wins YoY+00 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 Boston Trust plan look like?
Service mix · median fees per plan
Count of plans where Boston Trust ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment managementCode 28 | 5 | $39,482 | |
Trustee (bank, trust company, or similar financial institution); Investment management fees paid directly by plan; Trustee (directed); Custodial (securities); Trustee (discretionary); Investment management fees paid indirectly by planCode 19 | 1 | $433,751 |
Competitor overlap
Percent of Boston Trust'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 Boston Trust.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Boston Trust; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES, LOCALS 302 & 612 OF THE IUOE -WA · 916028571-001 | $3.3B | 19,582 | $433,751 | 2y | - |
SNAP-ON INCORPORATEDWI · 390622040-001 | $972M | 9,447 | $245,394 | 10y | - |
SNAP-ON INCORPORATEDWI · 390622040-002 | $155M | 2,914 | $39,162 | 10y | - |
UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL NO.OH · 346611397-001 | $98M | 736 | $39,482 | 9y | - |
TRUSTEES OF TEAMSTERS UNION LOCAL 293 PENSION PLANOH · 510151830-001 | $97M | 1,304 | $7,985 | 10y | - |
PIONEER VALLEY TRANSIT AUTHORITYMA · 042562370-003 | $25M | 244 | $137,495 | 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 (7)
Raw Schedule C names collapsed into Boston Trust.
- ASHER GITTLER & GREENFIELD
- ASHER, GITTLER, GREENFIELD
- ASHER, GITTLER, GREENFIELD & D'ALBA
- BOSTON TRUST
- BOSTON TRUST CO
- BOSTON TRUST COMPANY
- BOSTON TRUST COMPANY (TBCAM)
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 Boston Trust'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 Boston Trust. 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 Boston Trust'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 |
|---|---|---|
| Kayne Anderson Rudnick | 2 | 33.3% |
| Loomis Sayles | 2 | 33.3% |
| Mercer | 2 | 33.3% |
| NISA Investment Advisors | 2 | 33.3% |
| William Blair | 2 | 33.3% |
| AllianceBernstein | 1 | 16.7% |
| Brandywine Global Investment | 1 | 16.7% |
| Edgewood Management | 1 | 16.7% |
| Franklin Templeton | 1 | 16.7% |
| Guggenheim Partners Investment Management | 1 | 16.7% |