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Foster & Foster

Matched across 10 name variants in the filings

Foster & Foster summary

Foster & Foster appears on 28 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $4.5B in assets for 46,832 participants. The median client plan holds $57.1M. Most client plans are sponsored in PA, CA and IL. The largest clients by plan assets are Board of Trustees, Northern California Electrical, Board of Trustees of Teamsters Local Union No. 727 Pension Plan and Board of Trustees, Steamfitters Local #449 Pension Fund. Plans reported $1.1M in direct and indirect compensation paid to Foster & Foster. The median is $36K per plan.

Participants
46,832
Median plan assets
$57.1M
Median plan participants
1,405
Median fees per plan
$36K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
Board of Trustees, Northern California ElectricalCA$753M3,330
Board of Trustees of Teamsters Local Union No. 727 Pension PlanIL$607M6,526
Board of Trustees, Steamfitters Local #449 Pension FundPA$535M3,273
Omaha Const. Ind. Pension Plan Joint Board of TrusteesNE$393M4,795
BD Ttees Sheet Metal Workers' Local 100 WashingtonOR$392M2,840
American Fidelity CorporationOK$336M2,060
Trustees of Local 697 I.B.E.W. & Elect Industry Pension FundIN$274M1,850
Transit Management of Southeast Louisiana, Inc.LA$186M1,509
BD of Trustees Stagehands Local Two Retirement PlanIL$180M1,597
BD of Trust SW. PA & W. MD. Area Teamsters & Employers Pension FundPA$150M2,598
Board of Trustees, Siu Pacific District Pension PlanCA$119M2,049
Board of Trustees - Teamsters Local 11 Pension FundNJ$118M1,880
Board of Trustees Electrical Workers Pension FundMN$116M1,301
Florida Trowel Trades Pension Trust FundTN$61.5M1,861
Board of Trustees for Cement Masons Pension Fund of Local No. 165MI$52.8M198
Glaziers Local Union No 558 Pension FundMO$52.7M787
United Steelworkers Local 286 Severance/ 401(k) PlanPA$47.2M3,113
PMMC Over Liquidation, LLCPA$42.2M558
Sheet Metal Workers Local #44 Retirement Income PlanPA$40.7M494
Twin Cities & Vicinity Conference BoardMN$29.9M1,196
Employer Local 375 Pension Plan C/O Beacon Administrators & ConsultantNJ$21.3M921
International Union of Bricklayers Local 47 Pension FundVA$15.5M308
Trustees of Abgw Int'L Union AFL-CIO CLC Eastern District Council No.PA$10.5M512
Board of Trustees MCS Supplementary Pension PlanMD$7.0M583
Trustees of Laborers' Local 130 Pension FundPA$4.2M620

Top client states

  • PA8 plans
  • CA3 plans
  • IL2 plans
  • MN2 plans
  • NJ2 plans

Frequently asked questions

Who uses Foster & Foster?
28 retirement plans list Foster & Foster as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Board of Trustees, Northern California Electrical, Board of Trustees of Teamsters Local Union No. 727 Pension Plan, Board of Trustees, Steamfitters Local #449 Pension Fund, Omaha Const. Ind. Pension Plan Joint Board of Trustees and BD Ttees Sheet Metal Workers' Local 100 Washington. Most client plans are sponsored in PA, CA and IL.
How many plans does Foster & Foster serve?
Foster & Foster serves 28 retirement plans with $4.5B in plan assets and 46,832 participants, based on the latest Form 5500 filings through 2024.
What does Foster & Foster charge?
Plans reported $1.1M in total Schedule C compensation paid to Foster & Foster. The median plan paid $36K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served28+6 YoYRank #768 of mapped providers
Assets under administration$4.5B0.0%Rank #1920 by share of filed assets
Fees received$1MMedian $35,754/planSum across Schedule C direct + indirect
Net wins YoY-12 won - 3 lostPlan-level switch detection

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