FULLER & THALER ASSET MANAGEMENT
19 known aliases resolved via the canonical alias map
Market position · 2024
Plans served10Rank #1357 of mapped providers
Assets under administration$4.1B0.0%Market share · rank #2172
Fees received$1MMedian $9,721/planSum across Schedule C direct + indirect
Net wins YoY+02 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 FULLER & THALER ASSET MANAGEMENT plan look like?
Service mix · median fees per plan
Count of plans where FULLER & THALER ASSET MANAGEMENT ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management fees paid directly by plan; Investment managementCode 28 | 9 | $12,684 | |
Investment management fees paid directly by planCode 51 | 1 | $6,758 |
Competitor overlap
Percent of FULLER & THALER 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 FULLER & THALER ASSET MANAGEMENT.
| Sponsor | From | Assets |
|---|---|---|
TEAMSTERS NEGOTIATED PENSION PLANMO · 436196083-001 | METROPOLITAN WEST ASSET MANAGEMENT | $683M |
FEDERAL SIGNAL CORPORATIONIL · 361063330-003 | MFS INVESTMENT MANAGEMENT | $83M |
Plans lost in 2024
Appeared last year under FULLER & THALER ASSET MANAGEMENT; not this year.
| Sponsor | To | Assets |
|---|---|---|
INTL' ASSOC' MACHIN MOTOR CITY PENSMI · 386237143-001 | COMERICA BANK | $107M |
JENCAP GROUPNY · 851623752-001 | SMITH & HOWARD, PC | $92M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
PENSION BD OF THE GENERAL PENSION PLAN OF THE INT'L UNION OF OPERATINGDC · 526124299-001 | $1.2B | 6,844 | $722,402 | 10y | - |
EXECUTIVE COMMITTEE OF THE U.F.C.W INTL UNIONDC · 812741678-001 | $1.2B | 7,935 | $203,384 | 8y | - |
TEAMSTERS NEGOTIATED PENSION PLANMO · 436196083-001 | $713M | 6,694 | $178,293 | 2y | - |
STEVENS & LEEPA · 231886296-002 | $281M | 546 | $0 | 6y | - |
MEDIA GUILD RETIREMENT PLANCA · 946052176-001 | $169M | 1,797 | $126,515 | 9y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS LOCAL NO. 292 PENSION FUNDMI · 381659157-001 | $166M | 1,621 | $0 | 9y | - |
CUSA ACQUISITION LLCNY · 461382783-001 | $157M | 2,260 | $12,684 | 10y | - |
BERWIND CORPORATIONPA · 230406815-001 | $99M | 447 | $5,728 | 10y | - |
FEDERAL SIGNAL CORPORATIONIL · 361063330-003 | $83M | 1,264 | $6,758 | 9y | - |
SAXTON & STUMP, LLCPA · 473639234-001 | $22M | 218 | $0 | 3y | - |
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 (19)
Raw Schedule C names collapsed into FULLER & THALER ASSET MANAGEMENT.
- FULLER & THALER
- FULLER & THALER ASSET INC
- FULLER & THALER ASSET MANAGEMENT
- FULLER & THALER ASSET MANAGEMENT IN
- FULLER & THALER ASSET MANAGEMENT, I
- FULLER & THALER ASSET MGMT
- FULLER & THALER ASSET MGMT, INC.
- FULLER & THALER SCV
- FULLER & THALER SMALL CAP VAL
- FULLER & THALER SMALL CAP VALUE
- FULLER & THALLER
- FULLER AND THALER
- FULLER LOWENBERG & CO CPA PC
- FULLER LOWENBERG & CO CPAS PC
- FULLER LOWENBERG & CO., CPAS, PC
- FULLER LOWENBERY & CO CPAS PC
- FULLER THALER
- FULLER THALER ASSET MGMT
- FULLER&THALER ASSET MANAGEMENT,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 FULLER & THALER 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 | 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 FULLER & THALER 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