F/M INVESTMENTS LLC
5 known aliases resolved via the canonical alias map
Market position · 2024
Plans served15+12 YoYRank #1239 of mapped providers
Assets under administration$8.0B0.0%Market share · rank #1563
Fees received$1MMedian $53,999/planSum across Schedule C direct + indirect
Net wins YoY+88 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 F/M INVESTMENTS LLC plan look like?
Service mix · median fees per plan
Count of plans where F/M INVESTMENTS LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment managementCode 28 | 13 | $67,106 | |
Investment management fees paid directly by planCode 51 | 2 | $17,609 |
Competitor overlap
Percent of F/M INVESTMENTS LLC'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 F/M INVESTMENTS LLC.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | RBC GLOBAL ASSET MANAGEMENT | $1.7B |
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001 | ZIEGLER CAPITAL MANAGEMENT, LLC | $1.6B |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | THE BANK OF NEW YORK MELLON | $663M |
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTEIL · 376053929-001 | US REAL ESTATE INVESTMENT FUND LLC | $328M |
MICHAEL BEST AND FRIEDRICH, LLPWI · 390934985-001 | JOHNSON BANK | $321M |
BOARD OF TRUSTEES TEAMSTERS LOCAL 210 AFFILIATED PENSION TRUST FUNDNY · 203856052-001 | PROSKAUER ROSE LLP | $155M |
TEAMSTERS LOCAL 819 PENSION FUNDNY · 132578837-001 | THE SEGAL COMPANY | $51M |
BOARD OF TRUSTEES OF CONSTRUCTION WORKERS LOCAL 147 ANNUITY FUNDNJ · 133161716-001 | SLC MANAGEMENT | $23M |
Plans lost in 2024
Appeared last year under F/M INVESTMENTS LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JOINT BOARD OF TRUSTEES TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUSTDC · 530237142-001 | $1.7B | 9,501 | $67,106 | 1y | - |
BD OF TRUSTEES HEAVY & GENERAL LABORERS' OF NJ ANNUITY FUNDNJ · 222331070-001 | $1.6B | 14,981 | $133,675 | 1y | - |
BOARD OF TRUSTEES IRON WORKERS LOCALS 40, 361 & 417 ANNUITY FUNDNY · 237299279-001 | $1.2B | 4,715 | $249,396 | 2y | - |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | $663M | 3,081 | $130,811 | 1y | - |
BD OF TRUSTEES NEW JERSEY BUILDING LABORERS STATEWIDE PENSION FUNDNJ · 226077693-001 | $546M | 7,137 | $53,999 | 2y | - |
IRONWORKERS NATIONAL PENSION PLAN BOARD OF TRUSTEESIL · 526122274-001 | $503M | 13,533 | $45,896 | 1y | - |
EMPLOYERS & OPERATING ENGINEERS LOCAL 520 PENSION FUND BOARD OF TRUSTEIL · 376053929-001 | $328M | 2,029 | $68,092 | 1y | - |
MICHAEL BEST AND FRIEDRICH, LLPWI · 390934985-001 | $321M | 1,016 | $28,711 | 1y | 1 |
HAWAII SHEET METAL WORKERS PENSION FUNDHI · 996009479-001 | $316M | 1,107 | $180,180 | 1y | - |
JOINT BOARD OF TRUSTEES MO-KAN IRON WORKERS PENSION PLANMO · 436130595-001 | $266M | 2,328 | $36,149 | 1y | - |
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 F/M INVESTMENTS LLC.
- BB&T INVESTMENTS
- F/M INVESTMENT, LLC
- F/M INVESTMENTS LLC
- F/M INVESTMENTS, LLC
- S.I.I. 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 F/M INVESTMENTS LLC'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 | 6.67% | 1.76% | +4.91 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 F/M INVESTMENTS LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent