FOUNDRY PARTNERS
12 known aliases resolved via the canonical alias map
Market position · 2024
Plans served48+1 YoYRank #373 of mapped providers
Assets under administration$40.4B0.0%Market share · rank #379
Fees received$10MMedian $88,379/planSum across Schedule C direct + indirect
Net wins YoY+05 won · 5 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 FOUNDRY PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where FOUNDRY PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Securities brokerage; Investment management; Investment management fees paid directly by planCode 28 | 31 | $90,147 | |
Securities brokerage commissions and fees; Soft dollars commissions; Investment management fees paid directly by planCode 51 | 11 | $131,151 | |
Securities brokerage commissions and fees; Investment management fees paid indirectly by plan; Soft dollars commissions; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $42,856 | |
Securities brokerage commissions and fees; Investment management; Consulting (pension); Soft dollars commissions; Investment management fees paid directly by planCode 17 | 1 | $165,271 | |
Direct payment from the plan; Insurance agents and brokersCode 22 | 1 | $21,679 | |
Investment management fees paid directly by plan; LegalCode 29 | 1 | $80,649 | |
Other feesCode 99 | 1 | $1,000 |
Competitor overlap
Percent of FOUNDRY PARTNERS'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 FOUNDRY PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | SOUTHERN BENEFIT ADMINISTRATORS | $1.2B |
BOARD OF TRUSTEES - MARC PENSION PLANMD · 526051388-001 | IRON MOUNTAIN | $575M |
BAC LOCAL NO. 1 WASHINGTON PENSION TRUSTWA · 916091466-001 | ALGER | $163M |
BOARD OF TRUSTEES MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS' ANNUITYMD · 541999516-001 | LSV ASSET MANAGEMENT | $126M |
FLORIDA TROWEL TRADES PENSION TRUST FUNDTN · 596214171-001 | (new plan) | $57M |
Plans lost in 2024
Appeared last year under FOUNDRY PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIACA · 946534591-001 | CAMDEN ASSET MANAGEMENT, LP | $3.0B |
CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEESNV · 880135695-001 | WELLINGTON TRUST COMPANY | $582M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | SONYA IVETTE RIVERA | $194M |
TENNESSEE/NORTH CAROLINA CARPENTERS AND MILLWRIGHTS PENSIONTN · 626101275-001 | OSBORN, CARREIRO & ASSOCIATES, INC. | $136M |
BOOTHBY THERAPY SERVICESNH · 113781214-002 | MICHAEL F. YATES & COMPANY, INC. | $6M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BD OF TRUSTEES SHEET METAL WORKERS' NATIONAL PENSION FUNDVA · 526112463-001 | $8.9B | 152,375 | $1M | 8y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS PENSION FUNDPA · 231613018-001 | $5.0B | 39,234 | $511,691 | 2y | - |
BOARD OF TRUSTEES EASTERN ATLANTIC STATES CARPENTERS ANNUITY FUNDPA · 222406812-002 | $2.2B | 34,950 | $408,708 | 2y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $2M | 9y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $1M | 10y | - |
BD OF TEES OF ELEVATOR CONSTRUCTORS UNION LOCAL NO. 1 ANNUITY & 401K FNJ · 516124191-001 | $1.7B | 4,276 | $606,461 | 10y | 1 |
GREATER PENNSYLVANIA CARPENTERS' PENSION FUNDPA · 256135570-001 | $1.7B | 21,052 | $647,487 | 10y | 1 |
W PA TEAMSTERS & EMPLOYERS PENSIONPA · 256029946-001 | $1.6B | 19,523 | $349,164 | 5y | - |
BOARD OF TRUSTEES OF THE SOUTHERN DISTRICT UBC DEFINED CONTRIBUTION FTN · 710851216-001 | $1.2B | 51,643 | $8,476 | 1y | - |
INTERNATIONAL UNION OF OPERTING ENG. PEN FUND OF E.PENNSYLVANIA AND DEPA · 236405239-001 | $1.1B | 7,393 | $339,905 | 10y | - |
Flag exposure
95.8%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 (12)
Raw Schedule C names collapsed into FOUNDRY PARTNERS.
- FOUNDRY
- FOUNDRY COMMERCIAL LLC
- FOUNDRY GROUP
- FOUNDRY MICRO CAPITAL
- FOUNDRY MICROCAP
- FOUNDRY PARTNERS
- FOUNDRY PARTNERS LLC
- FOUNDRY PARTNERS LLX
- FOUNDRY PARTNERS MICRO VALUE
- FOUNDRY PARTNERS, LLC
- FOUNDRYPARTNERS
- THE FOUNDRY FINANCIAL GROUP
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 FOUNDRY PARTNERS'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 | 2.08% | 7.76% | -5.68 pp |
| Fidelity bond gap | 1 | 2.08% | 26.94% | -24.86 pp |
| Late contributions | 1 | 2.08% | 1.71% | +0.37 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 FOUNDRY PARTNERS. 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).