COMMERCE BANK
20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served67-2 YoYRank #300 of mapped providers
Assets under administration$25.7B0.0%Market share · rank #521
Fees received$5MMedian $47,067/planSum across Schedule C direct + indirect
Net wins YoY-46 won · 10 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 COMMERCE BANK plan look like?
Service mix · median fees per plan
Count of plans where COMMERCE BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Shareholder servicing fees; Investment managementCode 28 | 21 | $57,143 | |
Trustee (discretionary); Securities brokerage; Custodial (securities); Trustee (bank, trust company, or similar financial institution); Direct payment from the planCode 19 | 18 | $71,626 | |
Investment advisory (plan); Shareholder servicing fees; Direct payment from the plan; Securities brokerageCode 27 | 13 | $28,865 | |
Insurance services; Insurance brokerage commissions and fees; Consulting (general)Code 16 | 4 | $65,590 | |
Shareholder servicing fees; Custodial (other than securities)Code 18 | 3 | $37,890 | |
Investment advisory (participants); Investment management fees paid directly by plan; Investment advisory (plan); Investment management; Direct payment from the planCode 26 | 3 | $49,973 | |
Trustee (discretionary); Investment management fees paid directly by plan; Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Trustee (directed)Code 21 | 2 | $45,068 | |
Securities brokerageCode 33 | 1 | $531,314 |
Competitor overlap
Percent of COMMERCE BANK'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 COMMERCE BANK.
| Sponsor | From | Assets |
|---|---|---|
THE BOARD OF TRUSTEES C/O RACHEL ALLEN, PLAN MANAGERMO · 436057739-002 | AFLCIO HOUSING INVESTMENT TRUST | $566M |
MO-KAN TEAMSTERS PENSION FUNDMO · 436142288-001 | IRON MOUNTAIN | $232M |
BOARD OF TRUSTEES BAC LOCAL 15 PENSION FUNDMO · 436102453-001 | BLACKROCK | $142M |
CITIZENS NATIONAL BANK OF TEXASTX · 750187771-003 | COMMERCE STREET INVESTMENT ADVISOR | $28M |
BANKPROVMA · 043497377-002 | COMMERCE STREET INVESTMENT ADVISOR | $26M |
Plans lost in 2024
Appeared last year under COMMERCE BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
GARNEY HOLDING COMPANYMO · 430990829-001 | THE VANGUARD GROUP, INC. | $1.4B |
BRICKLAYERS UNION LOCAL NO 1 OF MISSOURI PENSION PLANMO · 516133505-001 | ARGENT CAPITAL MANAGEMENT | $115M |
INDEPENDENT BANKERS FINANCIAL CORPORATIONTX · 751892487-001 | COMMERCE STREET INVESTMENT ADVISOR | $68M |
COLECTIVO COFFEE ROASTERS, INC.WI · 391779155-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $11M |
BMS HOLDINGS, INC.MO · 430634395-003 | CHARLES SCHWAB & CO., INC. | $7M |
PAUL MUELLER COMPANYMO · 440520907-001 | (new plan) | $597,283 |
PAUL MUELLER COMPANYMO · 440520907-002 | (new plan) | $264,912 |
SAINT LOUIS SYMPHONY ORCHESTRAMO · 430666769-001 | (new plan) | $62,019 |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BURNS & MCDONNELL, INCMO · 431393692-001 | $5.5B | 11,995 | $702,101 | 10y | - |
TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUISMO · 431622970-001 | $3.4B | 27,598 | $185,022 | 10y | - |
BJC HEALTH SYSTEMMO · 431617558-333 | $2.7B | 42,843 | $531,314 | 10y | - |
TRUSTEES OF LOCAL NO. 1 PENSION BENEFIT TRUST FUNDMO · 436032286-001 | $1.9B | 5,891 | $86,405 | 10y | - |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | $1.5B | 13,466 | $79,247 | 4y | - |
CONSTRUCTION LABORERS PENSION TRUST OF GREATER ST. LOUIS TRUSTEESMO · 436142465-001 | $1.2B | 8,261 | $122,331 | 10y | - |
CONSTRUCTION INDUSTRY LABORERS PENSION FUNDMO · 436060737-001 | $1.1B | 14,224 | $42,407 | 9y | - |
TRUSTEES, PLUMBERS' & PIPEFITTERS' LOCAL PENSION FUNDMO · 430759836-001 | $818M | 5,866 | $95,649 | 10y | - |
BOARD OF TRUSTEES OF PENSION FUND OF OPERATING ENGINEERS LOCAL 513MO · 430827344-001 | $811M | 5,456 | $43,090 | 10y | - |
TEAMSTERS NEGOTIATED PENSION PLANMO · 436196083-001 | $713M | 6,694 | $147,504 | 10y | - |
Flag exposure
92.5%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 (20)
Raw Schedule C names collapsed into COMMERCE BANK.
- COMMERCE
- COMMERCE BANK
- COMMERCE BANK FINANCIAL INSTITUTION
- COMMERCE BANK OF ST. LOUIS TRUST
- COMMERCE BANK OF ST. LOUIS TRUST DI
- COMMERCE BANK, N.A.
- COMMERCE ST INVST ADVISOR DBA COMM
- COMMERCE STREET INV ADV DBA COMMERC
- COMMERCE STREET INVESTMENT MANAGEME
- COMMERCE STREET INVESTMENTS
- COMMERCE STREET PEAK ADVISORS
- COMMERCE TRUST
- COMMERCE TRUST CO
- COMMERCE TRUST CO.
- COMMERCE TRUST COMAPNY
- COMMERCE TRUST COMPANY
- THE COMMERCE FUNDS
- THE COMMERCE TRUST
- THE COMMERCE TRUST CO
- THE COMMERCE TRUST COMPANY
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 COMMERCE BANK'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 | 1 | 1.49% | 26.94% | -25.45 pp |
| Late contributions | 4 | 5.97% | 1.71% | +4.26 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 4 | 5.97% | 1.76% | +4.21 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 COMMERCE BANK. 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).