FRONTIER CAPITAL MANAGEMENT
27 known aliases resolved via the canonical alias map
Market position · 2024
Plans served13-1 YoYRank #995 of mapped providers
Assets under administration$14.6B0.0%Market share · rank #898
Fees received$4MMedian $103,308/planSum across Schedule C direct + indirect
Net wins YoY+01 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 FRONTIER CAPITAL MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where FRONTIER CAPITAL MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by plan; Soft dollars commissionsCode 28 | 5 | $112,394 | |
Investment advisory (plan)Code 27 | 3 | $33,526 | |
Investment advisory (participants)Code 26 | 2 | $28,384 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 2 | $315,314 | |
Custodial (securities); Investment managementCode 19 | 1 | $0 |
Competitor overlap
Percent of FRONTIER CAPITAL 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 CAPITAL MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLANMO · 436058365-001 | INTECH INVESTMENT MANAGEMENT LLC | $780M |
Plans lost in 2024
Appeared last year under FRONTIER CAPITAL MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
BOARD OF TRUSTEES, AFTRA RETIREMENT PLANNY · 136414972-001 | PREMIER GRAPHICS INC | $2.7B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
STEELWORKERS PENSION TRUSTPA · 236648508-499 | $7.2B | 123,674 | $2M | 10y | - |
AUTOMOBILE CLUB OF SO CALIFORNIACA · 950514585-001 | $2.6B | 23,954 | $537,655 | 3y | 1 |
TEAMSTERS JOINT COUNCIL NO. 83 OF VIRGINIA PENSION FUNDVA · 546097996-001 | $1.5B | 7,759 | $769,229 | 7y | - |
MARY KAY INC.TX · 751151701-001 | $793M | 2,133 | $103,308 | 10y | - |
BOARD OF TRUSTEES OF UFCW LOCAL 655, FOOD EMPLOYERS JOINT PENSION PLANMO · 436058365-001 | $780M | 18,936 | $108,120 | 1y | - |
BOARD OF TRUSTEES IRON WORKERSMA · 042591016-001 | $683M | 4,993 | $109,975 | 10y | - |
TRUSTEES OF CONSTRUCTION WORKERS - LAKE COUNTY PENSIONIN · 356030666-001 | $591M | 6,258 | $112,394 | 10y | - |
BOARD OF TRUSTEES NW OHIO CARP MW PD SUPPLEMENTALOH · 341697633-001 | $354M | 6,255 | $92,973 | 10y | - |
SHARPLINE CONVERTING, INC.KS · 480838432-001 | $27M | 280 | $20,468 | 8y | 1 |
KANSAS ORTHOPAEDIC CENTER, P.A.KS · 481098300-001 | $27M | 219 | $36,300 | 9y | - |
Flag exposure
92.3%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 (27)
Raw Schedule C names collapsed into FRONTIER CAPITAL MANAGEMENT.
- FRONTIER
- FRONTIER CAPITAL
- FRONTIER CAPITAL MANAGEMENT
- FRONTIER CAPITAL MANAGEMENT CO
- FRONTIER CAPITAL MANAGEMENT CO LLC
- FRONTIER CAPITAL MANAGEMENT CO, LLC
- FRONTIER CAPITAL MANAGEMENT CO, LLP
- FRONTIER CAPITAL MANAGEMENT CO.
- FRONTIER CAPITAL MANAGEMENT CO. LLC
- FRONTIER CAPITAL MANAGEMENT COMP
- FRONTIER CAPITAL MANAGEMENT COMPANY
- FRONTIER CAPITAL MANAGEMENT LLC
- FRONTIER CAPITAL MANAGMENT CO. LLC
- FRONTIER CAPITAL MGMT
- FRONTIER CAPITAL MGMT CO
- FRONTIER CAPITAL MGMT CO.
- FRONTIER CAPITAL MGMT COMPANY
- FRONTIER CAPITAL MGT CO
- FRONTIER FINANCIAL GROUP, LLC
- FRONTIER MANAGEMENT
- FRONTIER TRUST COMPANY
- FRONTIER WEALTH ENTERPRISES
- FRONTIER WEALTH ENTERPRISES LLC
- FRONTIER WEALTH MGT LLC
- FRONTIER WEALTH MGT, LLC
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 CAPITAL 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 | 2 | 15.38% | 1.71% | +13.67 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 7.69% | 1.76% | +5.93 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 CAPITAL 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