Columbia Threadneedle Investments
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-2 YoYRank #1179 of mapped providers
Assets under administration$14.6B0.0%Market share · rank #969
Fees received$3MMedian $81,876/planSum across Schedule C direct + indirect
Net wins YoY-21 won · 3 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 Threadneedle Investments plan look like?
Service mix · median fees per plan
Count of plans where Columbia Threadneedle Investments ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 7 | $101,018 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 3 | $47,074 | |
Investment management fees paid directly by plan; Soft dollars commissionsCode 51 | 3 | $62,733 | |
Direct payment from the plan; Consulting (pension); Actuarial; Plan AdministratorCode 11 | 1 | $760,499 |
Competitor overlap
Percent of Columbia Threadneedle Investments'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 Threadneedle Investments.
| Sponsor | From | Assets |
|---|---|---|
OMITRON INCMD · 521358217-001 | T. Rowe Price | $67M |
Plans lost in 2024
Appeared last year under Columbia Threadneedle Investments; not this year.
| Sponsor | To | Assets |
|---|---|---|
SISECAM CHEMICALS RESOURCES LLCGA · 061446396-003 | Columbia Investment Management | $143M |
PATHAI, INC.MA · 811778508-001 | Commonwealth Financial Network | $35M |
GENERAL FINANCE INCORPORATEDKS · 480508366-001 | (new plan) | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MID-AMERICA CARPENTERS REGIONAL COUNCIL PENSION FIL · 366130207-001 | $6.4B | 37,623 | $350,681 | 4y | - |
PINNACLE WEST CAPITAL CORPORATIONAZ · 860512431-001 | $3.1B | 15,460 | $550,592 | 3y | - |
BMO FINANCIAL CORP.IL · 510275712-002 | $1.3B | 18,124 | $760,499 | 2y | - |
BOARD OF TRUSTEES MILWAUKEE DRIVERS PENSION FUNDWI · 396045229-001 | $1.1B | 5,239 | $114,466 | 3y | - |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | $713M | 5,907 | $167,018 | 3y | - |
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERSWV · 526283006-001 | $470M | 2,281 | $273,731 | 5y | - |
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLANNY · 133523453-001 | $259M | 5,146 | $47,074 | 4y | - |
TALLAHASSEE MEMORIAL HEALTHCARE, INC.FL · 591917016-001 | $250M | 2,119 | $25,159 | 8y | - |
MICHIGAN BAC PENSION FUNDMI · 382895943-001 | $195M | 3,161 | $101,018 | 3y | - |
PLUMBING & PIPEFITTING IND AFLNJ · 221665268-001 | $191M | 871 | $62,733 | 2y | - |
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 (10)
Raw Schedule C names collapsed into Columbia Threadneedle Investments.
- BILLINGS AND COMPANY
- BILLINGS AND COMPANY INC
- BILLINGS AND COMPANY, INC.
- BILLINGS AND COMPANY, LLC
- BILLINGS AND COMPANY,LLC
- COLUMBIA LARGE CAP GROWTH
- COLUMBIA THREAD NEEDLE
- COLUMBIA THREADNEEDLE
- COLUMBIA THREADNEEDLE INVESTMENTS
- COLUMBIA TRHEADNEEDLE
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 Threadneedle Investments'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 | 1 | 7.14% | 1.76% | +5.38 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 Columbia Threadneedle Investments. 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 Columbia Threadneedle Investments'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 |
|---|---|---|
| Lindabury, McCormick, Estabrook & Cooper | 3 | 21.4% |
| Archer Byington Glennon & Levine | 1 | 7.1% |
| Barnes, Iaccarino & Sheperd LLP | 1 | 7.1% |
| Bullivant Houser Bailey | 1 | 7.1% |
| Calfee, Halter & Griswold LLP | 1 | 7.1% |
| Groom Law Group, Chartered | 1 | 7.1% |
| McGann Ketterman & Rioux | 1 | 7.1% |
| McJessy, Ching & Thompson LLC | 1 | 7.1% |
| Novara Tesija PLLC | 1 | 7.1% |
| Reinhart Boerner Van Deuren S.C. | 1 | 7.1% |