FRONTIER ASSET MANAGEMENT
3 known aliases resolved via the canonical alias map
Market position · 2024
Plans served5-1 YoYRank #2060 of mapped providers
Assets under administration$12.7B0.0%Market share · rank #978
Fees received$187,204Median $33,129/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 FRONTIER ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where FRONTIER ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Investment management fees paid directly by planCode 26 | 5 | $33,129 |
Competitor overlap
Percent of FRONTIER ASSET MANAGEMENT'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 FRONTIER ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | EWG ELEVATE INC | $9.9B |
Plans lost in 2024
Appeared last year under FRONTIER ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
HUNTON ANDREWS KURTH LLPVA · 540572269-003 | FINANCIAL ENGINES | $1.2B |
DENTONS US LLPIL · 361796730-001 | ONE CAPITAL MANAGEMENT LLC | $907M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE PERMANENTE MEDICAL GROUP, INC.CA · 942728480-013 | $9.9B | 30,066 | $32,747 | 1y | 1 |
ARNOLD & PORTER KAYE SCHOLER LLPDC · 530208605-001 | $1.6B | 3,061 | $50,892 | 6y | 2 |
STEPTOE LLPDC · 521349790-001 | $456M | 1,140 | $62,360 | 7y | 1 |
DAY PITNEY LLPNJ · 060317480-001 | $376M | 1,064 | $33,129 | 8y | 1 |
HAYNES AND BOONE, LLPTX · 751312888-002 | $360M | 1,626 | $8,076 | 3y | 1 |
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 (3)
Raw Schedule C names collapsed into FRONTIER ASSET MANAGEMENT.
- FRONTIER ASSET MANAGEMENT
- FRONTIER ASSET MANAGEMENT LLC
- FRONTIER ASSET MGMT
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 FRONTIER ASSET MANAGEMENT'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 | 1 | 20.00% | 1.71% | +18.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 5 | 100.00% | 1.76% | +98.24 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 FRONTIER ASSET MANAGEMENT. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent