FOSTER GROUP
4 known aliases resolved via the canonical alias map
Market position · 2024
Plans served6Rank #1844 of mapped providers
Assets under administration$2.4B0.0%Market share · rank #2810
Fees received$473,498Median $50,432/planSum across Schedule C direct + indirect
Net wins YoY+00 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 FOSTER GROUP plan look like?
Service mix · median fees per plan
Count of plans where FOSTER GROUP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management fees paid directly by plan; Investment advisory (participants); Securities brokerage; Securities brokerage commissions and feesCode 26 | 5 | $46,413 | |
Investment advisory (plan)Code 27 | 1 | $62,760 |
Competitor overlap
Percent of FOSTER GROUP'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 GROUP.
| Sponsor | From | Assets |
|---|
Plans lost in 2024
Appeared last year under FOSTER GROUP; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WASHINGTON PERMANENTE MEDICAL GROUP, P.C.WA · 911841629-001 | $1.5B | 2,378 | $5,213 | 7y | 1 |
MCFARLAND CLINIC, P.C.IA · 421089512-002 | $488M | 1,848 | $291,364 | 10y | 1 |
THE IOWA CLINIC, P.C.IA · 421420077-001 | $329M | 1,817 | $54,450 | 10y | - |
IOWA ORTHOPAEDIC CENTER, P.C.IA · 420981845-001 | $69M | 502 | $46,413 | 9y | - |
RADIOLOGY CONSULTANTS OF IOWA, PLCIA · 421480598-011 | $63M | 121 | $13,298 | 8y | - |
ASSOCIATION MANAGEMENT CENTER, INC.IL · 362610120-001 | $22M | 241 | $62,760 | 5y | - |
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 (4)
Raw Schedule C names collapsed into FOSTER GROUP.
- FOSTER GROUP
- FOSTER GROUP INC
- FOSTER GROUP INC.
- FOSTER GROUP, INC.
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 GROUP'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 | 2 | 33.33% | 1.76% | +31.57 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 FOSTER GROUP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent