BECKER CAPITAL MANAGEMENT
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served3Rank #3074 of mapped providers
Assets under administration$1.1B0.0%Market share · rank #3979
Fees received$58,953Median $18,219/planSum across Schedule C direct + indirect
Net wins YoY+00 won · 0 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 BECKER CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where BECKER CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Investment advisory (participants)Code 26 | 1 | $18,219 | |
Investment advisory (plan)Code 27 | 1 | $8,736 | |
Investment management fees paid directly by plan; Direct payment from the plan; Investment managementCode 28 | 1 | $31,998 |
Competitor overlap
Percent of BECKER CAPITAL 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 BECKER CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under BECKER CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DAVIS WRIGHT TREMAINE LLPWA · 910839480-001 | $748M | 2,173 | $18,219 | 9y | 1 |
BAC LOCAL NO. 1 WASHINGTON PENSION TRUSTWA · 916091466-001 | $163M | 1,765 | $31,998 | 10y | - |
TONKON TORP LLP PROFIT SHARING AND 401(K) PLANOR · 930633194-004 | $143M | 238 | $8,736 | 4y | - |
Flag exposure
100.0%Market: 89.2%
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 (5)
Raw Schedule C names collapsed into BECKER CAPITAL MANAGEMENT.
- BECKER
- BECKER CAPITAL MANAGEMENT
- BECKER CAPITAL MANAGEMENT INC
- BECKER CAPITAL MANAGEMENT, INC.
- BECKER FUNDS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement 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 BECKER CAPITAL 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 | 1 | 33.33% | 1.76% | +31.57 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 BECKER CAPITAL 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