Boston Trust & Investment Management
advisor29 known aliases resolved via the canonical alias map
Market position · 2024
Plans served19Rank #929 of mapped providers
Assets under administration$4.8B0.0%Market share · rank #1989
Fees received$2MMedian $44,613/planSum across Schedule C direct + indirect
Net wins YoY+02 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 Boston Trust & Investment Management plan look like?
Service mix · median fees per plan
Count of plans where Boston Trust & Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissions; Investment management fees paid directly by planCode 28 | 13 | $0 | |
Trustee (bank, trust company, or similar financial institution); Custodial (securities); Investment management; Investment management fees paid directly by plan; Trustee (discretionary); Direct payment from the plan; Trustee (directed)Code 19 | 3 | $101,365 | |
Trustee (discretionary); Investment management fees paid directly by plan; Investment management; Trustee (directed); Direct payment from the plan; Trustee (bank, trust company, or similar financial institution)Code 21 | 1 | $286,530 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan)Code 26 | 1 | $6,724 | |
Investment management fees paid directly by planCode 51 | 1 | $41,438 |
Competitor overlap
Percent of Boston Trust & Investment 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 Boston Trust & Investment Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under Boston Trust & Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
LACALLE GROUP, LLCTX · 272950709-001 | Nationwide | $15M |
MCGILL, POWER, BELL & ASSOCIATES, LLPPA · 251031405-001 | Boston Trust Walden Company | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES LOCAL 705 I.B. OF T. PENSION TRUST FUNDIL · 366492502-001 | $1.9B | 15,670 | $263,196 | 9y | - |
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNIONDC · 812741678-001 | $1.2B | 7,935 | $286,530 | 9y | - |
TRUSTEES OF TEAMSTERS UNION NO. 142 PENSION FUNDIN · 516051034-001 | $639M | 6,610 | $169,123 | 10y | - |
TRUSTEES OF JACKSONVILLE PLUMBERS AND PIPEFITTERSTN · 596168181-001 | $288M | 1,915 | $109,743 | 8y | - |
BOARD OF TRUSTEES CENTRAL IOWA CARPENTERS PENSION PLANMN · 366066902-002 | $202M | 2,377 | $101,365 | 10y | - |
BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUNDNY · 203856052-001 | $155M | 7,579 | $47,226 | 10y | - |
IBEW LU 654 PENSION FUND TRUSTEESNJ · 236538183-001 | $152M | 849 | $107,508 | 10y | - |
LOCAL NO. 8 RETIREMENT FUNDNY · 516135501-001 | $92M | 589 | $379,715 | 10y | - |
IATSE LOCAL 11, PENSION FUNDMA · 046211188-001 | $64M | 520 | $263,789 | 8y | - |
TEAMSTERS LOCAL 819 PENSION FUNDNY · 132578837-001 | $51M | 1,836 | $41,438 | 8y | - |
Flag exposure
84.2%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 (29)
Raw Schedule C names collapsed into Boston Trust & Investment Management.
- ASHER PRIMROSE
- ASHFIELD & COMPANY
- ASHFIELD CAPITAL PARTNERS
- ASHFIELD CAPITAL PARTNERS, LLC
- ASHFORD & COMPANY, LLC
- ASHFORD ADVISORS
- BOSTON AND TRUST INVESTMENT MGMT
- BOSTON TRUST & INV MGMT
- BOSTON TRUST & INV MGMT CO
- BOSTON TRUST & INV. MGMT CO.
- BOSTON TRUST & INV. MGMT. CO
- BOSTON TRUST & INV. MGMT. CO.
- BOSTON TRUST & INVESTMENT
- BOSTON TRUST & INVESTMENT CO.
- BOSTON TRUST & INVESTMENT COMPANY
- BOSTON TRUST & INVESTMENT MANAGEMEN
- BOSTON TRUST & INVESTMENT MGMT
- BOSTON TRUST & INVESTMENT MGMT CO
- BOSTON TRUST & INVESTMENT MGMT CO.
- BOSTON TRUST & INVESTMENT MGMT. CO.
- BOSTON TRUST & INVESTMENT MGT
- BOSTON TRUST & INVESTMENT MGT CO
- BOSTON TRUST & INVESTMENT MGT. CO
- BOSTON TRUST AND INV MGMT CO
- BOSTON TRUST AND INVESTMENT
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 & Investment 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 | 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 & Investment 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 Boston Trust & Investment 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 |
|---|---|---|
| Segal Roitman LLP | 2 | 10.5% |
| Arnold Newbold Sollars & Hollins PC | 1 | 5.3% |
| Asher Gittler & D'Alba Ltd | 1 | 5.3% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 5.3% |
| FOX ROTHSCHILD LLP | 1 | 5.3% |
| Kraw & Kraw Law Group | 1 | 5.3% |
| Pedersen & Houpt | 1 | 5.3% |
| Slevin & Hart PC | 1 | 5.3% |
| Spear Wilderman PC | 1 | 5.3% |
| Venable Law Firm | 1 | 5.3% |