COLONIAL FIRST STATE ASSET MGMT
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served2Rank #9376 of mapped providers
Assets under administration$23M0.0%Market share · rank #10029
Fees received$38,577Median $19,289/planSum across Schedule C direct + indirect
Net wins YoY-10 won · 1 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 COLONIAL FIRST STATE ASSET MGMT plan look like?
Service mix · median fees per plan
Count of plans where COLONIAL FIRST STATE ASSET MGMT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 1 | $28,583 | |
Other services; Direct payment from the planCode 49 | 1 | $9,994 |
Competitor overlap
Percent of COLONIAL FIRST STATE ASSET MGMT'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 COLONIAL FIRST STATE ASSET MGMT.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under COLONIAL FIRST STATE ASSET MGMT; not this year.
| Sponsor | To | Assets |
|---|---|---|
JACKSON CHILD DEVELOPMENT CORPORATIONNY · 113237992-001 | SENTINEL PENSION ADVISORS | $8M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CASON GROUP, INCSC · 570932430-001 | $13M | 260 | $28,583 | 7y | - |
JACKSON CHILD DEVELOPMENT CORPORATIONNY · 113237992-001 | $10M | 156 | $9,994 | 4y | 1 |
Flag exposure
50.0%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 (10)
Raw Schedule C names collapsed into COLONIAL FIRST STATE ASSET MGMT.
- COLONIAL ASSET MANAGEMENT
- COLONIAL CONSULTING
- COLONIAL CONSULTING LLC
- COLONIAL CONSULTING, LLC
- COLONIAL FIRST STATE ASSET MGMT
- COLONIAL FIRST STATE ASSET MGMT LTD
- COLONIAL FIRST STATE GLOBAL ASSET M
- COLONIAL SURETY CO.
- COLONIAL SURETY COMPANY
- COLONIAL SURETY COMPANY LLC
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 COLONIAL FIRST STATE ASSET MGMT'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 | 1 | 50.00% | 1.71% | +48.29 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 COLONIAL FIRST STATE ASSET MGMT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%+0.0 pp vs incumbent