COLUMBIA THREADNEEDLE INVESTMENTS
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served7Rank #1868 of mapped providers
Assets under administration$2.7B0.0%Market share · rank #2791
Fees received$1MMedian $47,074/planSum across Schedule C direct + indirect
Net wins YoY-11 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 COLUMBIA THREADNEEDLE INVESTMENTS plan look like?
Service mix · median fees per plan
Count of plans where COLUMBIA THREADNEEDLE INVESTMENTS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Shareholder servicing feesCode 28 | 3 | $6,630 | |
Investment advisory (plan); Direct payment from the planCode 27 | 2 | $36,117 | |
Plan Administrator; Consulting (pension); Actuarial; Direct payment from the planCode 11 | 1 | $760,499 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 1 | $273,731 |
Competitor overlap
Percent of COLUMBIA THREADNEEDLE INVESTMENTS'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 COLUMBIA THREADNEEDLE INVESTMENTS.
| Sponsor | From | Assets |
|---|---|---|
OMITRON INCMD · 521358217-001 | T ROWE PRICE RPS INC | $67M |
Plans lost in 2024
Appeared last year under COLUMBIA THREADNEEDLE INVESTMENTS; not this year.
| Sponsor | To | Assets |
|---|---|---|
SISECAM CHEMICALS RESOURCES LLCGA · 061446396-003 | COLUMBIA | $143M |
GENERAL FINANCE INCORPORATEDKS · 480508366-001 | (new plan) | $10M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BMO FINANCIAL CORP.IL · 510275712-002 | $1.3B | 18,124 | $760,499 | 2y | - |
BOARD OF TRUSTEES OF THE UMWA 1985 CONSTRUCTION WORKERSWV · 526283006-001 | $470M | 2,281 | $273,731 | 5y | - |
BOARD OF TRUSTEES ELEVATOR DIVISION RETIREMENT PLANNY · 133523453-001 | $259M | 5,146 | $47,074 | 4y | - |
TALLAHASSEE MEMORIAL HEALTHCARE, INC.FL · 591917016-001 | $250M | 2,119 | $25,159 | 8y | - |
MICHIGAN BAC PENSION FUNDMI · 382895943-001 | $195M | 3,161 | $101,018 | 1y | - |
COMMONWEALTH HEALTH CORPORATIONKY · 311118087-001 | $180M | 1,796 | $6,630 | 3y | - |
OMITRON INCMD · 521358217-001 | $67M | 380 | $0 | 1y | 1 |
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 (1)
Raw Schedule C names collapsed into COLUMBIA THREADNEEDLE INVESTMENTS.
- COLUMBIA THREADNEEDLE INVESTMENTS
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 COLUMBIA THREADNEEDLE INVESTMENTS'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 | 14.29% | 1.76% | +12.53 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 COLUMBIA THREADNEEDLE INVESTMENTS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent