FOSTER & FOSTER
15 known aliases resolved via the canonical alias map
Market position · 2024
Plans served23-2 YoYRank #636 of mapped providers
Assets under administration$4.7B0.0%Market share · rank #1919
Fees received$1MMedian $35,000/planSum across Schedule C direct + indirect
Net wins YoY-13 won · 4 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 FOSTER & FOSTER plan look like?
Service mix · median fees per plan
Count of plans where FOSTER & FOSTER ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Other services; ActuarialCode 11 | 18 | $35,987 | |
Investment advisory (plan)Code 27 | 3 | $40,907 | |
Consulting (general); Direct payment from the planCode 16 | 1 | $26,000 | |
Other feesCode 99 | 1 | $24,057 |
Competitor overlap
Percent of FOSTER & FOSTER'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 FOSTER & FOSTER.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, 701 PENSION FUNDIL · 366455509-001 | ISSI | $487M |
CARING PLACES MANAGEMENTOR · 261434249-001 | FOSTER & WOOD | $5M |
BONNEY FORGE CORPORATIONPA · 232308673-002 | PRINCIPAL LIFE INSURANCE COMPANY | $963,411 |
Plans lost in 2024
Appeared last year under FOSTER & FOSTER; not this year.
| Sponsor | To | Assets |
|---|---|---|
PRIESTLY FRATERNITY OF SAINT PETER, INC.PA · 061271475-001 | LANCE SOLL & LUNGHARD LLP | $7M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $229,408 | 4y | - |
BOARD OF TRUSTEES, NORTHERN CALIFORNIA ELECTRICALCA · 946062674-001 | $697M | 3,322 | $58,100 | 5y | - |
BOARD OF TRUSTEES OF TEAMSTERS LOCAL UNION NO. 727 PENSION PLANIL · 366102397-001 | $607M | 6,526 | $87,505 | 10y | 1 |
BOARD OF TRUSTEES STEAMFITTERS LOCAL #449 PENSION FUNDPA · 256032401-001 | $479M | 3,234 | $28,071 | 5y | - |
BD TTEES SHEET METAL WORKERS' LOCAL 100 WASHINGTONOR · 526038495-001 | $392M | 2,840 | $36,973 | 4y | - |
BOARD OF TRUSTEES INSULATORS LOCAL NO. 2 PENSION PLANPA · 236030054-001 | $206M | 943 | $29,200 | 3y | - |
TRANSIT MANAGEMENT OF SOUTHEAST LOUISIANA, INC.LA · 720956036-001 | $180M | 1,568 | $88,901 | 2y | - |
BD OF TRUSTEES STAGEHANDS LOCALIL · 366099766-001 | $157M | 1,688 | $51,898 | 9y | - |
BD OF TRUST SW. PA & W. MD. AREA TEAMSTERS & EMPLOYERS PENSION FUNDPA · 251046087-001 | $150M | 2,598 | $69,711 | 5y | - |
BOARD OF TRUSTEES FOR CEMENT MASONSMI · 356296477-001 | $47M | 192 | $23,000 | 6y | - |
Flag exposure
95.7%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 (15)
Raw Schedule C names collapsed into FOSTER & FOSTER.
- FOSTER
- FOSTER & FOSTER
- FOSTER & FOSTER CONSULTING
- FOSTER & FOSTER INC
- FOSTER & FOSTER INC.
- FOSTER & FOSTER, INC
- FOSTER & FOSTER, INC.
- FOSTER & LAWRENCE CORP
- FOSTER & WOOD INC DBA FOSTER & WOOD
- FOSTER AND FOSTER
- FOSTER AND LAWRENCE ACCOUNTANCY COR
- FOSTER CAPITAL MANAGEMENT
- FOSTER SWIFT
- FOSTER WEALTH INC.
- FOSTER, MARGOT
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 FOSTER & FOSTER'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 | 4.35% | 7.76% | -3.41 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 13.04% | 1.71% | +11.33 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 8.70% | 1.76% | +6.94 pp |
| Loss discovered | 1 | 4.35% | 0.00% | +4.34 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FOSTER & FOSTER. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 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).