Columbia Investment Management
advisor63 known aliases resolved via the canonical alias map
Market position · 2024
Plans served71-2 YoYRank #286 of mapped providers
Assets under administration$174.7B0.2%Market share · rank #75
Fees received$19MMedian $90,208/planSum across Schedule C direct + indirect
Net wins YoY-27 won · 9 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 Columbia Investment Management plan look like?
Service mix · median fees per plan
Count of plans where Columbia Investment Management ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid directly by planCode 28 | 52 | $102,541 | |
Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 11 | $67,414 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 3 | $375,201 | |
Contract Administrator; Direct payment from the planCode 13 | 1 | $90,208 | |
Investment management; Investment advisory (participants); Investment advisory (plan); Investment management fees paid directly by planCode 26 | 1 | $30,274 | |
Direct payment from the plan; LegalCode 29 | 1 | $190,826 | |
Investment management fees paid indirectly by planCode 52 | 1 | $0 | |
Securities brokerage commissions and feesCode 71 | 1 | $47,954 |
Competitor overlap
Percent of Columbia 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 Columbia Investment Management.
| Sponsor | From | Assets |
|---|---|---|
ELECTRICIANS ANNUITY FUND IBEW LOCAL 456NJ · 222180156-001 | PRI Financial Advisors Inc | $356M |
STATER BROS. MARKETSCA · 952586175-004 | Greenwood Capital Associates, LLC | $179M |
SISECAM CHEMICALS RESOURCES LLCGA · 061446396-003 | Columbia Threadneedle Investments | $151M |
PENSION FUND FOR NURSING AND HEALTH CARE EMPLOYEESPA · 232774706-001 | ERIC BROOKS | $73M |
SERVICE FEDERAL CREDIT UNIONNH · 020240752-022 | National Financial Services | $55M |
L'OREAL TRAVEL RETAIL AMERICAS, INC.FL · 131247390-002 | CBIZ | $23M |
Plans lost in 2024
Appeared last year under Columbia Investment Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEESNY · 131764242-001 | Hotel & Gaming Trades Council | $2.3B |
JACOBS ENGINEERING GROUP, INC.TX · 954081636-004 | Cullen Capital Management LLC | $200M |
BRIDGESTONE AMERICAS, INC.TN · 880335067-019 | WTW | $122M |
CH2M HILL COMPANIES, LTDCO · 930549963-006 | WTW | $95M |
QUANTUM IMAGING & THERAPEUTIC ASSOCIATES, INC.PA · 251792806-002 | Strategic Advisers | $66M |
WINCHESTER HOSPITALMA · 043262963-001 | BDO | $52M |
MAKINO INC.OH · 310352460-119 | PwC | $43M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $3M | 10y | 2 |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $3M | 7y | 1 |
BANK OF AMERICA CORPORATIONRI · 560906609-001 | $19.0B | 168,197 | $710,624 | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $231,814 | 3y | - |
NATIONAL ELEVATOR INDUSTRY PENSION PLAN PLAN BOARD OF TRUSTEESPA · 232694291-001 | $12.2B | 54,107 | $1M | 10y | 1 |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $1M | 6y | 1 |
DESERET MUTUAL BENEFIT ADMINISTRATORSUT · 870440163-001 | $7.1B | 32,235 | $12,937 | 3y | - |
BOARD OF TRUSTEES OF NYCDCC PENSION FUNDNY · 510174276-001 | $5.4B | 30,149 | $463,206 | 10y | - |
BD OF TR OF THE PENSION, HOSP & BENEFIT PL OF THE ELEC IND-PENSIONNY · 136123601-001 | $5.0B | 41,042 | $1M | 9y | - |
CHUBB INA HOLDINGS INC.PA · 132595722-003 | $3.7B | 13,753 | $1M | 9y | - |
Flag exposure
93.0%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 (63)
Raw Schedule C names collapsed into Columbia Investment Management.
- BIGGS KOFFORD CPA
- BIGGSKOFFORD
- BIGNAULT & CARTER
- BIGSBY FINANCIAL PLANNING LLC
- BIK & CO LLP
- BIK & CO, LLP
- BIK & CO., LLP
- BIK & COMPANY, LLP
- BILDNER & GIANNASCO, LLP
- BILH SYSTEM SERVICES
- BILKEYKATZ INVESTMENT
- COLUMBIA CONTRARIAN CORE INSTL
- COLUMBIA DIVIDEND INCOME
- COLUMBIA INVESTMENT MANAGEMENT
- COLUMBIA INVESTMENT MGMT ADVISORS
- COLUMBIA MAMANGEMENT
- COLUMBIA MANAGEMENT
- COLUMBIA MANAGEMENT ADVISOR
- COLUMBIA MANAGEMENT FUNDS
- COLUMBIA MANAGEMENT GROUP
- COLUMBIA MANAGEMENT INV
- COLUMBIA MANAGEMENT INV ADV LLC
- COLUMBIA MANAGEMENT INV ADVISERS
- COLUMBIA MANAGEMENT INV. ADV
- COLUMBIA MANAGEMENT INV. ADV.
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 Columbia 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 | 3 | 4.23% | 7.76% | -3.54 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 7.04% | 1.71% | +5.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 5.63% | 1.76% | +3.88 pp |
| Loss discovered | 1 | 1.41% | 0.00% | +1.41 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Columbia Investment Management. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Columbia 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 |
|---|---|---|
| Barnes, Iaccarino & Sheperd LLP | 4 | 5.6% |
| Proskauer Rose LLP | 4 | 5.6% |
| Morgan Lewis & Bockius LLP | 3 | 4.2% |
| Smith Gambrell & Russell, LLP | 3 | 4.2% |
| Virginia & Ambinder, LLP | 3 | 4.2% |
| Archer Byington Glennon & Levine | 2 | 2.8% |
| Cohen Weiss & Simon LLP | 2 | 2.8% |
| Groom Law Group, Chartered | 2 | 2.8% |
| Kraw & Kraw Law Group | 2 | 2.8% |
| Littler Mendelson, P.C. | 2 | 2.8% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).