FREMONT BANK
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served8+1 YoYRank #1481 of mapped providers
Assets under administration$7.1B0.0%Market share · rank #1518
Fees received$97,339Median $12,053/planSum across Schedule C direct + indirect
Net wins YoY+12 won · 1 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 FREMONT BANK plan look like?
Service mix · median fees per plan
Count of plans where FREMONT BANK ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Custodial (other than securities)Code 18 | 5 | $8,505 | |
Other services; Direct payment from the planCode 49 | 2 | $12,230 | |
Investment management fees paid directly by plan; Custodial (securities)Code 19 | 1 | $15,120 |
Competitor overlap
Percent of FREMONT 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 FREMONT BANK.
| Sponsor | From | Assets |
|---|---|---|
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | INDEPENDENT FINANCIAL PARTNERS | $700M |
BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNTCA · 941133245-002 | SALTZMAN & JOHNSON | $59M |
Plans lost in 2024
Appeared last year under FREMONT BANK; not this year.
| Sponsor | To | Assets |
|---|---|---|
EAST BAY RESTAURANT & TAVERN RETIREMENT PLANCA · 946076428-001 | EPIC INSURANCE | $32M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $14,940 | 9y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $15,293 | 10y | - |
BOARD OF TRUSTEES NORTHERN CALI. PIPE TRADES PENSION TRUSTCA · 943190386-001 | $1.1B | 4,420 | $19,632 | 10y | - |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | $700M | 9,085 | $15,120 | 1y | - |
BOARD OF TRUSTEES, NO. CALIF. GLAZIERS ARCHITECTURAL METAL & GLASCA · 946083001-001 | $549M | 4,278 | $6,790 | 10y | - |
TRUSTEES OF W. STATES INSULATORS & ALLIED WORKERS PENSION FUNDCA · 510155190-001 | $492M | 5,738 | $7,893 | 9y | - |
JT. BOARD OF TRUSTEES - CMTA-GMPP & ALLIED WORKERS LOCAL 164B PENSIONCA · 946129501-001 | $118M | 1,843 | $8,505 | 10y | - |
BD OF TRUSTEES, AUTOMOTIVE IND. INDIVIDUAL ACCOUNTCA · 941133245-002 | $59M | 2,461 | $9,166 | 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 (1)
Raw Schedule C names collapsed into FREMONT BANK.
- FREMONT BANK
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 FREMONT 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 | 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 | 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 FREMONT BANK. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent