PFM Asset Management
advisor7 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10-2 YoYRank #1614 of mapped providers
Assets under administration$7.9B0.0%Market share · rank #1454
Fees received$2MMedian $86,976/planSum across Schedule C direct + indirect
Net wins YoY-20 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 PFM Asset Management plan look like?
Service mix · median fees per plan
Count of plans where PFM Asset Management 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 advisory (plan)Code 27 | 5 | $179,835 | |
Investment management; Investment management fees paid directly by planCode 28 | 3 | $33,718 | |
Direct payment from the plan; Consulting (general)Code 16 | 1 | $96,250 | |
Other investment fees and expensesCode 72 | 1 | $22,330 |
Competitor overlap
Percent of PFM Asset 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 PFM Asset Management.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under PFM Asset Management; not this year.
| Sponsor | To | Assets |
|---|---|---|
INDEPENDENCE BLUE CROSS, LLCPA · 463867722-001 | U.S. Bank National Association | $705M |
AMERIHEALTH CARITAS SERVICES, LLCPA · 455415725-002 | Mengel Metzger Barr & Co LLP | $186M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
SAVINGS BOARD OF THE NFL PLAYER SECOND CAREER SAVINGS PLANMD · 521852902-001 | $4.1B | 11,630 | $487,620 | 10y | - |
ANNUITY BOARD OF THE NFL PLAYER ANNUITY PROGRAMMD · 260181656-001 | $2.0B | 7,789 | $821,925 | 10y | - |
CAP BOARD OF THE NFL PLAYER CAPITAL ACCUMULATION PLANMD · 472135215-001 | $707M | 5,785 | $77,702 | 10y | - |
GREATER PENNSYLVANIA CARPENTERS' ANNUITY AND SAVINGS FUNDPA · 256107170-001 | $592M | 21,196 | $22,330 | 10y | - |
JOINT BOARD OF TRUSTEES ROOFERS LOCAL UNION 30MI · 236289069-001 | $171M | 2,548 | $96,250 | 10y | - |
UNITED ASSOCIATION LOCAL 322 ANNUITY FUNDNJ · 222708962-001 | $149M | 2,531 | $27,083 | 6y | - |
TRUSTEES, U.A. LOCAL 322 PENSION FUNDNJ · 216016638-001 | $128M | 1,690 | $191,894 | 6y | - |
MARY WASHINGTON HEALTHCAREVA · 541240646-001 | $128M | 1,552 | $179,835 | 9y | - |
PENSION PLAN OF INT'L UNION OF BRICKLAYE RS AND ALLIED CRAFTWORKERS, LVA · 236289032-001 | $9M | 163 | $33,718 | 7y | - |
TRUSTEES OF METAL LATHING IND. GEN PEN PLAN & GEN PEN FUNDDE · 526123548-001 | $4M | 789 | $20,000 | 10y | - |
Flag exposure
80.0%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 PFM Asset Management.
- GOLDLEAF PARNTERS
- GOLDLEAF PARNTERS SERVICES, INC.
- GOLDLEAF/FUTUREPLAN
- PFM ASSET MANAGEMENT
- PFM ASSET MANAGEMENT LLC
- PFM ASSET MANAGEMENT, LLC
- PFM ASSET MANAGMENT LLC
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 PFM Asset 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 PFM Asset 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 PFM Asset 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 |
|---|---|---|
| Groom Law Group, Chartered | 3 | 30.0% |
| Lindabury, McCormick, Estabrook & Cooper | 2 | 20.0% |
| O'Donoghue & O'Donoghue LLP | 2 | 20.0% |
| Cleary, Josem & Trigiani LLP | 1 | 10.0% |
| Markowitz & Richman LLP | 1 | 10.0% |
| Meyer Unkovic & Scott LLP | 1 | 10.0% |
| Susanin Widman & Brennan PC | 1 | 10.0% |
| Xpan Law Group LLC | 1 | 10.0% |