BOLTON PARTNERS, INC.
26 known aliases resolved via the canonical alias map
Market position · 2024
Plans served49Rank #362 of mapped providers
Assets under administration$6.5B0.0%Market share · rank #1628
Fees received$3MMedian $46,829/planSum across Schedule C direct + indirect
Net wins YoY-12 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 BOLTON PARTNERS, INC. plan look like?
Service mix · median fees per plan
Count of plans where BOLTON PARTNERS, INC. ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other fees; Direct payment from the plan; ActuarialCode 11 | 42 | $47,115 | |
Investment management fees paid directly by plan; Investment management; Investment advisory (plan)Code 27 | 6 | $29,707 | |
Consulting (general); Direct payment from the planCode 16 | 3 | $16,800 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $38,271 |
Competitor overlap
Percent of BOLTON PARTNERS, INC.'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 BOLTON PARTNERS, INC..
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OF I.B.E.W. 490 PENSIONNH · 026026500-001 | DSF ADVISORS LLC | $66M |
TRANSTAR, LLCPA · 510313339-001 | PRINCIPAL LIFE INSURANCE COMPANY | $7M |
Plans lost in 2024
Appeared last year under BOLTON PARTNERS, INC.; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES OF IBEW LOCAL 139 PENSIONNY · 516029960-001 | HGK | $44M |
BOARD OF TRUSTEES OF BAKERY AND SALES DRIVERS' LOCAL 33 PART PEN FNJ · 376561427-001 | BEACON POINTE ADVISORS LLC | $204,117 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
DAIICHI SANKYO, INC.NJ · 133914479-001 | $964M | 3,730 | $15,000 | 10y | - |
JOINT BOARD OF TRUSTEES OF THE DRIVERS AND HELPERS LOCAL NO. 355MD · 526043608-001 | $732M | 4,318 | $88,343 | 10y | - |
BD OF TRUST UPSTATE NEW YORK ENGINEERS PENSION FUNDNY · 150614642-001 | $455M | 6,843 | $79,250 | 10y | 1 |
IBEW LOCAL NO. 236 PENSION PLANNY · 141490934-001 | $434M | 2,259 | $107,588 | 10y | - |
UIU-NEWSPAPER GUILD OF GREATER PHILADELPHIA PENSION FUNDNJ · 236405043-001 | $335M | 2,400 | $89,500 | 10y | - |
PENNSYLVANIA STATE EDUCATION ASSOCPA · 230961125-001 | $310M | 655 | $104,915 | 10y | - |
UNITED ASSOCIATION LOCAL 7 PENSION PLANNY · 912055384-001 | $281M | 1,498 | $53,150 | 10y | - |
BOARD OF TRUSTEES LOCAL 456 PENSION FUNDNY · 136123973-001 | $266M | 2,207 | $81,100 | 9y | - |
WAREHOUSE EMPLOYEES LOCAL NO. 570MD · 526048848-001 | $255M | 2,942 | $25,218 | 10y | - |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUST FUND OF WASHINGTOMD · 526038506-001 | $203M | 2,896 | $56,063 | 9y | - |
Flag exposure
93.9%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 (26)
Raw Schedule C names collapsed into BOLTON PARTNERS, INC..
- BOLTON
- BOLTON GLOBAL CAPITAL, INC
- BOLTON GLOBAL CAPITAL, INC.
- BOLTON PARNERS CONSULTING GROUP
- BOLTON PARNERS NORTHEAST, INC.
- BOLTON PARNTERS INV CONSULTING
- BOLTON PARTNERS
- BOLTON PARTNERS CONSULTING GROUP
- BOLTON PARTNERS INC
- BOLTON PARTNERS INC.
- BOLTON PARTNERS INV CONSULTING GR
- BOLTON PARTNERS INVESTCONSULT GRP
- BOLTON PARTNERS INVESTMENT
- BOLTON PARTNERS INVESTMENT CONSULTI
- BOLTON PARTNERS INVST CONSG GROUP
- BOLTON PARTNERS NE, INC.
- BOLTON PARTNERS NORTHEAST INC
- BOLTON PARTNERS NORTHEAST INC.
- BOLTON PARTNERS NORTHEAST, INC
- BOLTON PARTNERS NORTHEAST, INC.
- BOLTON PARTNERS NORTHEAST, LLC
- BOLTON PARTNERS, INC
- BOLTON PARTNERS, INC.
- BOLTON PARTNERS, LLC
- BOLTON PARTNERS, NE, INC.
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 BOLTON PARTNERS, INC.'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 | 1 | 2.04% | 7.76% | -5.72 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 | 2 | 4.08% | 1.76% | +2.32 pp |
| Loss discovered | 1 | 2.04% | 0.00% | +2.04 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with BOLTON PARTNERS, INC.. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
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).